Ameritas Advisory Services’s Sempra SRE Stock Holding History

Ameritas Advisory Services’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	$388K	Sell	4,188 -621	-13%	-$57.8K	0.01%	873
2026 Q1	$467K	Sell	4,809 -1,233	-20%	-$113K	0.02%	595
2025 Q4	$533K	Buy	6,042 +2,473	+69%	+$225K	0.02%	541
2025 Q3	$321K	Buy	3,569 +3,471	+3,542%	+$281K	0.02%	495
2025 Q2	$7.42K	Sell	98 -5,839	-98%	-$434K	﹤0.01%	2121
2025 Q1	$497K	Sell	5,937 -149	-2%	-$11.6K	0.02%	574
2024 Q4	$534K	Buy	+6,086	New	+$533K	0.02%	572
2024 Q3	–	Sell	-3,448	Closed	-$262K	–	931
2024 Q2	$262K	Sell	3,448 -8	-0.2%	-$591	0.01%	769
2024 Q1	$252K	Buy	+3,456	New	+$248K	0.01%	755
2023 Q4	–	Sell	-3,279	Closed	-$231K	–	833
2023 Q3	$231K	Buy	3,279 +55	+2%	+$3.97K	0.01%	708
2023 Q2	$232K	Sell	3,224 -82	-2%	-$6.16K	0.03%	488
2023 Q1	$250K	Buy	+3,306	New	+$254K	0.01%	697

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameritas Advisory Services's SRE Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Sempra (SRE) stake by 13% in Q2 2026, selling an estimated $57.8K and leaving 4,188 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #873.

Ameritas Advisory Services first reported a position in SRE in Q1 2023 and has held it in 12 quarters since. The position peaked at $534K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Ameritas Advisory Services held 4,188 shares of Sempra worth $388K as of Q2 2026.
Ameritas Advisory Services sold 621 Sempra shares in Q2 2026, an estimated $57.8K.
Sempra made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #873 holding.
Ameritas Advisory Services first reported a position in Sempra in Q1 2023 and has held it in 12 quarters since.
Ameritas Advisory Services's Sempra position peaked at $534K in Q4 2024.
1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.