Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Sempra SRE Stock Holding History

Luther King Capital Management (LKCM)’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
Q4 		– Sell
-2,226
Closed -$200K – 627
2025
Q3 		$200K Buy
+2,226
New +$180K ﹤0.01% 587
2025
Q1 		– Sell
-2,798
Closed -$245K – 609
2024
Q4 		$245K Sell
2,798
-30
-1% -$2.63K ﹤0.01% 540
2024
Q3 		$237K Buy
2,828
+41
+1% +$3.28K ﹤0.01% 567
2024
Q2 		$212K Sell
2,787
-717
-20% -$53K ﹤0.01% 581
2024
Q1 		$252K Sell
3,504
-280
-7% -$20.1K ﹤0.01% 549
2023
Q4 		$283K Sell
3,784
-1,132
-23% -$81K ﹤0.01% 520
2023
Q3 		$334K Sell
4,916
-728
-13% -$52.5K ﹤0.01% 503
2023
Q2 		$411K Sell
5,644
-450
-7% -$33.8K ﹤0.01% 501
2023
Q1 		$461K Sell
6,094
-170
-3% -$13K ﹤0.01% 468
2022
Q4 		$484K Buy
6,264
+598
+11% +$46.3K ﹤0.01% 456
2022
Q3 		$425K Sell
5,666
-144
-2% -$11.7K ﹤0.01% 466
2022
Q2 		$437K Buy
+5,810
New +$466K ﹤0.01% 492
2013
Q4 		– Sell
-6,320
Closed -$270K – 619
2013
Q3 		$270K Hold
6,320
– – ﹤0.01% 622
2013
Q2 		$258K Buy
+6,320
New +$258K ﹤0.01% 624

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SRE Position: Q4 2025 in Review

Luther King Capital Management (LKCM) sold out of Sempra (SRE) in Q4 2025, closing a stake of 2,226 shares — an estimated $200K sold.

Luther King Capital Management (LKCM) first reported a position in SRE in Q2 2013 and held it in 14 quarters. The position peaked at $484K in Q4 2022. 1,212 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • Luther King Capital Management (LKCM) reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 2,226 Sempra shares in Q4 2025, an estimated $200K.
  • Luther King Capital Management (LKCM) first reported a position in Sempra in Q2 2013 and held it in 14 quarters.
  • Luther King Capital Management (LKCM)'s Sempra position peaked at $484K in Q4 2022.
  • 1,212 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2025, filed 9 Feb 2026.