Legacy Capital Wealth Partners’s Sempra SRE Stock Holding History

Legacy Capital 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	$360K	Sell	3,882 -54	-1%	-$5.02K	0.07%	264
2026 Q1	$382K	Sell	3,936 -171	-4%	-$15.6K	0.08%	253
2025 Q4	$363K	Sell	4,107 -2,353	-36%	-$214K	0.08%	264
2025 Q3	$581K	Sell	6,460 -817	-11%	-$66.2K	0.13%	176
2025 Q2	$551K	Buy	7,277 +61	+0.8%	+$4.53K	0.13%	173
2025 Q1	$515K	Buy	7,216 +309	+4%	+$24.1K	0.13%	177
2024 Q4	$606K	Sell	6,907 -242	-3%	-$21.2K	0.15%	140
2024 Q3	$598K	Buy	7,149 +170	+2%	+$13.6K	0.12%	161
2024 Q2	$531K	Buy	+6,979	New	+$516K	0.14%	150
2024 Q1	–	Sell	-6,395	Closed	-$478K	–	314
2023 Q4	$478K	Sell	6,395 -689	-10%	-$49.3K	0.14%	152
2023 Q3	$482K	Buy	+7,084	New	+$511K	0.13%	148
2023 Q2	–	Sell	-5,806	Closed	-$439K	–	210
2023 Q1	$439K	Buy	+5,806	New	+$445K	0.12%	147

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Legacy Capital Wealth Partners's SRE Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Sempra (SRE) stake by 1.4% in Q2 2026, selling an estimated $5.02K and leaving 3,882 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #264.

Legacy Capital Wealth Partners first reported a position in SRE in Q1 2023 and has held it in 12 quarters since. The position peaked at $606K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Legacy Capital Wealth Partners held 3,882 shares of Sempra worth $360K as of Q2 2026.
Legacy Capital Wealth Partners sold 54 Sempra shares in Q2 2026, an estimated $5.02K.
Sempra made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #264 holding.
Legacy Capital Wealth Partners first reported a position in Sempra in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Sempra position peaked at $606K in Q4 2024.
1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.