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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williamson Legacy Group's SRE Position: Q1 2026 in Review

Williamson Legacy Group reduced its Sempra (SRE) stake by 6.5% in Q1 2026, selling an estimated $21.7K and leaving 3,411 shares worth $331K. The position accounts for 0.25% of the portfolio, ranked #73.

Williamson Legacy Group first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $343K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Williamson Legacy Group held 3,411 shares of Sempra worth $331K as of Q1 2026.
Williamson Legacy Group sold 237 Sempra shares in Q1 2026, an estimated $21.7K.
Sempra made up 0.25% of Williamson Legacy Group's portfolio in Q1 2026, its #73 holding.
Williamson Legacy Group first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
Williamson Legacy Group's Sempra position peaked at $343K in Q4 2024.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.