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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
Q2 		$485K Buy
5,231
+1
+0% +$93 0.38% 37
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 $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

Leo H. Evart Inc's SRE Position: Q2 2026 in Review

Leo H. Evart Inc increased its Sempra (SRE) stake by 0.02% in Q2 2026, buying an estimated $93 and bringing the position to 5,231 shares worth $485K. The position accounts for 0.38% of the portfolio, ranked #37.

Leo H. Evart Inc first reported a position in SRE in Q4 2021 and has held it in 10 quarters since. The position peaked at $508K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Leo H. Evart Inc held 5,231 shares of Sempra worth $485K as of Q2 2026.
  • Leo H. Evart Inc bought 1 Sempra share in Q2 2026, an estimated $93.
  • Sempra made up 0.38% of Leo H. Evart Inc's portfolio in Q2 2026, its #37 holding.
  • Leo H. Evart Inc first reported a position in Sempra in Q4 2021 and has held it in 10 quarters since.
  • Leo H. Evart Inc's Sempra position peaked at $508K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.