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Leo H. Evart Inc’s Sempra SRE Stock Holding History

Leo H. Evart Inc’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
Q1 		$508K Buy
+5,230
New +$479K 0.43% 32
2023
Q3 		$349K Hold
5,130
– – 0.54% 27
2023
Q2 		$373K Hold
5,130
– – 0.52% 27
2023
Q1 		$388K Hold
5,130
– – 0.57% 25
2022
Q4 		$396K Hold
5,130
– – 0.6% 23
2022
Q3 		$385K Hold
5,130
– – 0.59% 24
2022
Q2 		$385K Hold
5,130
– – 0.47% 26
2022
Q1 		$431K Hold
5,130
– – 0.45% 26
2021
Q4 		$339K Buy
+5,130
New +$325K 0.33% 32

Other funds holding SRE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leo H. Evart Inc's SRE Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Sempra (SRE) in Q1 2026: 5,230 shares worth $508K. The stake represents 0.43% of the portfolio and ranks #32 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in SRE as recently as Q3 2023.

Leo H. Evart Inc first reported a position in SRE in Q4 2021 and has held it in 9 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Leo H. Evart Inc held 5,230 shares of Sempra worth $508K as of Q1 2026.
  • Sempra was a new Leo H. Evart Inc position in Q1 2026.
  • Sempra made up 0.43% of Leo H. Evart Inc's portfolio in Q1 2026, its #32 holding.
  • Leo H. Evart Inc first reported a position in Sempra in Q4 2021 and has held it in 9 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.