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Legacy Wealth Management (Idaho)’s Sempra SRE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-93
Closed -$9.04K – 856
2026
Q1 		$9.04K Sell
93
-8
-8% -$732 ﹤0.01% 511
2025
Q4 		$8.92K Buy
101
+54
+115% +$4.92K ﹤0.01% 443
2025
Q3 		$4.23K Hold
47
– – ﹤0.01% 455
2025
Q2 		$3.56K Sell
47
-4
-8% -$297 ﹤0.01% 442
2025
Q1 		$3.64K Hold
51
– – ﹤0.01% 457
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

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 Wealth Management (Idaho)'s SRE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Sempra (SRE) in Q2 2026, closing a stake of 93 shares — an estimated $9.04K sold.

Legacy Wealth Management (Idaho) first reported a position in SRE in Q3 2024 and held it in 7 quarters. The position peaked at $23.1K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 93 Sempra shares in Q2 2026, an estimated $9.04K.
  • Legacy Wealth Management (Idaho) first reported a position in Sempra in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Sempra position peaked at $23.1K in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.