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Jefferies Financial Group’s Sempra SRE Stock Holding History

Jefferies Financial 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
2025
Q4 		– Sell
-28,000
Closed -$2.52M – 2061
2025
Q3 		$2.52M Buy
+28,000
New +$2.27M 0.01% 564
2025
Q1 		– Sell
-5,000
Closed -$439K – 1982
2024
Q4 		$439K Sell
5,000
-1,000
-17% -$87.5K ﹤0.01% 1145
2024
Q3 		$502K Buy
+6,000
New +$480K ﹤0.01% 979
2024
Q2 		– Sell
-93,900
Closed -$6.74M – 1847
2024
Q1 		$6.74M Buy
+93,900
New +$6.73M 0.06% 235

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's SRE Position: Q2 2026 in Review

Jefferies Financial Group reduced its Sempra (SRE) stake by 91% in Q2 2026, selling an estimated $26.1M and leaving 29,101 shares worth $2.7M. The position accounts for 0.02% of the portfolio, ranked #579.

Jefferies Financial Group first reported a position in SRE in Q4 2022 and has held it in 10 quarters since. The position peaked at $33.5M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Jefferies Financial Group held 29,101 shares of Sempra worth $2.7M as of Q2 2026.
  • Jefferies Financial Group sold 280,927 Sempra shares in Q2 2026, an estimated $26.1M.
  • Sempra made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #579 holding.
  • Jefferies Financial Group first reported a position in Sempra in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Sempra position peaked at $33.5M in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.