EH
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Equitable Holdings’s Sempra SRE Stock Holding History

Equitable Holdings’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 		$2.69M Buy
30,310
+26,058
+613% +$2.38M 0.02% 626
2025
Q4 		$375K Buy
4,252
+563
+15% +$51.3K ﹤0.01% 1225
2025
Q3 		$332K Buy
3,689
+97
+3% +$7.86K ﹤0.01% 1217
2025
Q2 		$272K Sell
3,592
-13
-0.4% -$965 ﹤0.01% 1228
2025
Q1 		$257K Buy
3,605
+529
+17% +$41.2K ﹤0.01% 1159
2024
Q4 		$270K Buy
+3,076
New +$269K ﹤0.01% 1087

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

Equitable Holdings's SRE Position: Q1 2026 in Review

Equitable Holdings increased its Sempra (SRE) stake by 613% in Q1 2026, buying an estimated $2.38M and bringing the position to 30,310 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #626.

Equitable Holdings first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Equitable Holdings held 30,310 shares of Sempra worth $2.69M as of Q1 2026.
  • Equitable Holdings bought 26,058 Sempra shares in Q1 2026, an estimated $2.38M.
  • Sempra made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #626 holding.
  • Equitable Holdings first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.