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 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

Jefferies Financial Group's SRE Position: Q1 2026 in Review

Jefferies Financial Group reduced its Sempra (SRE) stake by 18% in Q1 2026, selling an estimated $6.35M and leaving 310,028 shares worth $30.1M. The position accounts for 0.21% of the portfolio, ranked #81.

Jefferies Financial Group first reported a position in SRE in Q4 2022 and has held it in 9 quarters since. The position peaked at $33.5M in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Jefferies Financial Group held 310,028 shares of Sempra worth $30.1M as of Q1 2026.
Jefferies Financial Group sold 69,432 Sempra shares in Q1 2026, an estimated $6.35M.
Sempra made up 0.21% of Jefferies Financial Group's portfolio in Q1 2026, its #81 holding.
Jefferies Financial Group first reported a position in Sempra in Q4 2022 and has held it in 9 quarters since.
Jefferies Financial Group's Sempra position peaked at $33.5M in Q4 2025.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.