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Legacy Investment Solutions’s Sempra SRE Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$3.56K Buy
+47
New +$3.49K ﹤0.01% 442
2024
Q4 		$4.18K Sell
51
-200
-80% -$17.5K ﹤0.01% 409
2024
Q3 		$23.1K Buy
+251
New +$20.1K 0.01% 201

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legacy Investment Solutions's SRE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Sempra (SRE) in Q2 2025: 47 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SRE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SRE in Q3 2024 and has held it in 3 quarters since. The position peaked at $23.1K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • Legacy Investment Solutions held 47 shares of Sempra worth $3.56K as of Q2 2025.
  • Sempra was a new Legacy Investment Solutions position in Q2 2025.
  • Sempra made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #442 holding.
  • Legacy Investment Solutions first reported a position in Sempra in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Sempra position peaked at $23.1K in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.