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Leavell Investment Management’s Sempra SRE Stock Holding History

Leavell Investment Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Sell
2,163
-50
-2% -$4.65K 0.01% 623
2026
Q1 		$217K Sell
2,213
-625
-22% -$57.2K 0.01% 583
2025
Q4 		$252K Sell
2,838
-80
-3% -$7.29K 0.01% 539
2025
Q3 		$263K Hold
2,918
– – 0.01% 521
2025
Q2 		$223K Buy
+2,918
New +$217K 0.01% 547

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Leavell Investment Management's SRE Position: Q2 2026 in Review

Leavell Investment Management reduced its Sempra (SRE) stake by 2.3% in Q2 2026, selling an estimated $4.65K and leaving 2,163 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #623.

Leavell Investment Management first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $263K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Leavell Investment Management held 2,163 shares of Sempra worth $202K as of Q2 2026.
  • Leavell Investment Management sold 50 Sempra shares in Q2 2026, an estimated $4.65K.
  • Sempra made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #623 holding.
  • Leavell Investment Management first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • Leavell Investment Management's Sempra position peaked at $263K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.