LWP
SRE icon

LeClair Wealth Partners’s Sempra SRE Stock Holding History

LeClair Wealth Partners’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
Q1 		– Sell
-2,920
Closed -$258K – 180
2025
Q4 		$258K Sell
2,920
-82
-3% -$7.47K 0.15% 93
2025
Q3 		$270K Sell
3,002
-5
-0.2% -$405 0.17% 77
2025
Q2 		$228K Sell
3,007
-20
-0.7% -$1.49K 0.15% 90
2025
Q1 		$216K Buy
3,027
+16
+0.5% +$1.25K 0.16% 91
2024
Q4 		$264K Buy
+3,011
New +$264K 0.18% 85

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LeClair Wealth Partners's SRE Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Sempra (SRE) in Q1 2026, closing a stake of 2,920 shares — an estimated $258K sold.

LeClair Wealth Partners first reported a position in SRE in Q4 2024 and held it in 5 quarters. The position peaked at $270K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 2,920 Sempra shares in Q1 2026, an estimated $258K.
  • LeClair Wealth Partners first reported a position in Sempra in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Sempra position peaked at $270K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.