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My Legacy Advisors’s Sempra SRE Stock Holding History

My Legacy Advisors’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 		$553K Sell
7,380
-1,032
-12% -$76.6K 0.2% 133
2025
Q1 		$600K Buy
8,412
+201
+2% +$15.7K 0.23% 125
2024
Q4 		$677K Sell
8,211
-162
-2% -$14.2K 0.26% 104
2024
Q3 		$700K Sell
8,373
-1,893
-18% -$151K 0.28% 112
2024
Q2 		$781K Buy
10,266
+58
+0.6% +$4.29K 0.25% 108
2024
Q1 		$733K Sell
10,208
-64
-0.6% -$4.59K 0.25% 117
2023
Q4 		$769K Buy
10,272
+60
+0.6% +$4.29K 0.28% 107
2023
Q3 		$710K Buy
10,212
+940
+10% +$67.8K 0.29% 105
2023
Q2 		$693K Buy
9,272
+170
+2% +$12.8K 0.27% 124
2023
Q1 		$707K Buy
9,102
+482
+6% +$37K 0.3% 120
2022
Q4 		$672K Buy
8,620
+1,804
+26% +$140K 0.29% 131
2022
Q3 		$482K Buy
6,816
+738
+12% +$59.7K 0.24% 149
2022
Q2 		$451K Buy
6,078
+840
+16% +$67.4K 0.23% 150
2022
Q1 		$440K Buy
+5,238
New +$376K 0.2% 140

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

My Legacy Advisors's SRE Position: Q2 2025 in Review

My Legacy Advisors reduced its Sempra (SRE) stake by 12% in Q2 2025, selling an estimated $76.6K and leaving 7,380 shares worth $553K. The position accounts for 0.2% of the portfolio, ranked #133.

My Legacy Advisors first reported a position in SRE in Q1 2022 and has held it in 14 quarters since. The position peaked at $781K in Q2 2024. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • My Legacy Advisors held 7,380 shares of Sempra worth $553K as of Q2 2025.
  • My Legacy Advisors sold 1,032 Sempra shares in Q2 2025, an estimated $76.6K.
  • Sempra made up 0.2% of My Legacy Advisors's portfolio in Q2 2025, its #133 holding.
  • My Legacy Advisors first reported a position in Sempra in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Sempra position peaked at $781K in Q2 2024.
  • 1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.