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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
Q2 		$287K Buy
+3,091
New +$287K 0.15% 104
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 $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

LeClair Wealth Partners's SRE Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Sempra (SRE) in Q2 2026: 3,091 shares worth $287K. The stake represents 0.15% of the portfolio and ranks #104 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in SRE as recently as Q4 2025.

LeClair Wealth Partners first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • LeClair Wealth Partners held 3,091 shares of Sempra worth $287K as of Q2 2026.
  • Sempra was a new LeClair Wealth Partners position in Q2 2026.
  • Sempra made up 0.15% of LeClair Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • LeClair Wealth Partners first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.