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Legacy Financial Advisors’s Sempra SRE Stock Holding History

Legacy Financial Advisors’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 		$215K Buy
2,316
+68
+3% +$6.32K 0.03% 408
2026
Q1 		$218K Buy
+2,248
New +$206K 0.03% 383
2025
Q1 		– Sell
-2,639
Closed -$232K – 374
2024
Q4 		$232K Buy
2,639
+126
+5% +$11K 0.04% 305
2024
Q3 		$210K Buy
+2,513
New +$201K 0.04% 336
2024
Q1 		– Sell
-2,910
Closed -$217K – 336
2023
Q4 		$217K Buy
+2,910
New +$208K 0.04% 280

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

Legacy Financial Advisors's SRE Position: Q2 2026 in Review

Legacy Financial Advisors increased its Sempra (SRE) stake by 3% in Q2 2026, buying an estimated $6.32K and bringing the position to 2,316 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #408.

Legacy Financial Advisors first reported a position in SRE in Q4 2023 and has held it in 5 quarters since. The position peaked at $232K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Legacy Financial Advisors held 2,316 shares of Sempra worth $215K as of Q2 2026.
  • Legacy Financial Advisors bought 68 Sempra shares in Q2 2026, an estimated $6.32K.
  • Sempra made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #408 holding.
  • Legacy Financial Advisors first reported a position in Sempra in Q4 2023 and has held it in 5 quarters since.
  • Legacy Financial Advisors's Sempra position peaked at $232K in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.