AIP
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Ameritas Investment Partners’s Sempra SRE Stock Holding History

Ameritas Investment Partners’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 		$581K Buy
5,981
+1
+0% +$92 0.02% 791
2025
Q4 		$528K Sell
5,980
-104
-2% -$9.47K 0.02% 816
2025
Q3 		$547K Sell
6,084
-224
-4% -$18.1K 0.02% 797
2025
Q2 		$478K Buy
6,308
+1
+0% +$74 0.02% 859
2025
Q1 		$450K Buy
6,307
+1
+0% +$78 0.02% 859
2024
Q4 		$553K Sell
6,306
-240
-4% -$21K 0.02% 797
2024
Q3 		$547K Sell
6,546
-246
-4% -$19.7K 0.02% 808
2024
Q2 		$517K Sell
6,792
-146
-2% -$10.8K 0.02% 794
2024
Q1 		$498K Sell
6,938
-185
-3% -$13.3K 0.02% 815
2023
Q4 		$532K Sell
7,123
-268
-4% -$19.2K 0.02% 781
2023
Q3 		$503K Sell
7,391
-325
-4% -$23.4K 0.02% 768
2023
Q2 		$562K Buy
7,716
+2
+0% +$150 0.02% 734
2023
Q1 		$583K Hold
7,714
– – 0.02% 726
2022
Q4 		$612K Sell
7,714
-276
-3% -$21.4K 0.02% 730
2022
Q3 		$598K Hold
7,990
– – 0.03% 704
2022
Q2 		$600K Sell
7,990
-280
-3% -$22.5K 0.03% 713
2022
Q1 		$695K Sell
8,270
-224
-3% -$16.1K 0.03% 730
2021
Q4 		$562K Sell
8,494
-402
-5% -$25.5K 0.02% 785
2021
Q3 		$562K Sell
8,896
-276
-3% -$18.2K 0.02% 763
2021
Q2 		$607K Buy
9,172
+382
+4% +$26.1K 0.02% 747
2021
Q1 		$582K Buy
8,790
+4
+0% +$249 0.02% 745
2020
Q4 		$559K Sell
8,786
-450
-5% -$28.9K 0.03% 740
2020
Q3 		$546K Sell
9,236
-572
-6% -$35.2K 0.02% 695
2020
Q2 		$574K Buy
9,808
+106
+1% +$6.51K 0.03% 675
2020
Q1 		$548K Buy
9,702
+2
+0% +$142 0.03% 597
2019
Q4 		$734K Buy
9,700
+2
+0% +$147 0.03% 645
2019
Q3 		$715K Sell
9,698
-216
-2% -$15.1K 0.03% 634
2019
Q2 		$681K Buy
9,914
+262
+3% +$17.2K 0.03% 659
2019
Q1 		$607K Hold
9,652
– – 0.03% 681
2018
Q4 		$522K Sell
9,652
-392
-4% -$22.3K 0.03% 681
2018
Q3 		$571K Buy
10,044
+324
+3% +$18.8K 0.03% 704
2018
Q2 		$564K Sell
9,720
-664
-6% -$36.3K 0.03% 708
2018
Q1 		$577K Sell
10,384
-688
-6% -$37.1K 0.03% 706
2017
Q4 		$592K Sell
11,072
-454
-4% -$26.3K 0.03% 705
2017
Q3 		$679K Hold
11,526
– – 0.03% 674
2017
Q2 		$650K Hold
11,526
– – 0.03% 689
2017
Q1 		$637K Sell
11,526
-418
-3% -$22.2K 0.03% 695
2016
Q4 		$601K Hold
11,944
– – 0.03% 695
2016
Q3 		$640K Buy
11,944
+2,572
+27% +$140K 0.03% 663
2016
Q2 		$534K Buy
9,372
+534
+6% +$28.3K 0.03% 569
2016
Q1 		$460K Hold
8,838
– – 0.03% 622
2015
Q4 		$415K Hold
8,838
– – 0.03% 646
2015
Q3 		$427K Buy
8,838
+216
+3% +$10.6K 0.03% 611
2015
Q2 		$427K Hold
8,622
– – 0.03% 665
2015
Q1 		$470K Hold
8,622
– – 0.03% 633
2014
Q4 		$480K Buy
8,622
+210
+2% +$11.4K 0.03% 609
2014
Q3 		$443K Sell
8,412
-502
-6% -$25.9K 0.03% 627
2014
Q2 		$467K Sell
8,914
-230
-3% -$11.4K 0.03% 629
2014
Q1 		$442K Sell
9,144
-442
-5% -$20.6K 0.03% 621
2013
Q4 		$430K Hold
9,586
– – 0.03% 642
2013
Q3 		$410K Buy
+9,586
New +$407K 0.04% 589

Other funds holding SRE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Partners's SRE Position: Q1 2026 in Review

Ameritas Investment Partners increased its Sempra (SRE) stake by 0.02% in Q1 2026, buying an estimated $92 and bringing the position to 5,981 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #791.

Ameritas Investment Partners first reported a position in SRE in Q3 2013 and has held it in 51 quarters since. The position peaked at $734K in Q4 2019. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Ameritas Investment Partners held 5,981 shares of Sempra worth $581K as of Q1 2026.
  • Ameritas Investment Partners bought 1 Sempra share in Q1 2026, an estimated $92.
  • Sempra made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #791 holding.
  • Ameritas Investment Partners first reported a position in Sempra in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's Sempra position peaked at $734K in Q4 2019.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.