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Williamson Legacy Group’s Sempra SRE Stock Holding History

Williamson Legacy Group’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 		$308K Sell
3,323
-88
-3% -$8.19K 0.15% 67
2026
Q1 		$331K Sell
3,411
-237
-6% -$21.7K 0.25% 73
2025
Q4 		$322K Sell
3,648
-18
-0.5% -$1.64K 0.25% 84
2025
Q3 		$330K Sell
3,666
-73
-2% -$5.91K 0.25% 91
2025
Q2 		$283K Sell
3,739
-63
-2% -$4.68K 0.24% 95
2025
Q1 		$271K Sell
3,802
-105
-3% -$8.18K 0.26% 95
2024
Q4 		$343K Hold
3,907
– – 0.23% 96
2024
Q3 		$327K Hold
3,907
– – 0.22% 93
2024
Q2 		$297K Sell
3,907
-67
-2% -$4.95K 0.22% 83
2024
Q1 		$285K Sell
3,974
-207
-5% -$14.8K 0.22% 77
2023
Q4 		$312K Buy
+4,181
New +$299K 0.29% 76

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

Williamson Legacy Group's SRE Position: Q2 2026 in Review

Williamson Legacy Group reduced its Sempra (SRE) stake by 2.6% in Q2 2026, selling an estimated $8.19K and leaving 3,323 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #67.

Williamson Legacy Group first reported a position in SRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $343K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Williamson Legacy Group held 3,323 shares of Sempra worth $308K as of Q2 2026.
  • Williamson Legacy Group sold 88 Sempra shares in Q2 2026, an estimated $8.19K.
  • Sempra made up 0.15% of Williamson Legacy Group's portfolio in Q2 2026, its #67 holding.
  • Williamson Legacy Group first reported a position in Sempra in Q4 2023 and has held it in 11 quarters since.
  • Williamson Legacy Group's Sempra position peaked at $343K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.