Jupiter Asset Management’s Sempra SRE Stock Holding History

Jupiter Asset Management’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	$43.6M	Sell	470,005 -531,482	-53%	-$49.4M	0.22%	122
2026 Q1	$97.3M	Buy	+1,001,487	New	+$91.6M	0.52%	54
2024 Q3	–	Sell	-115,316	Closed	-$8.77M	–	479
2024 Q2	$8.77M	Sell	115,316 -478,163	-81%	-$35.3M	0.08%	221
2024 Q1	$42.6M	Buy	+593,479	New	+$42.5M	0.41%	79
2023 Q2	–	Sell	-103,364	Closed	-$7.81M	–	562
2023 Q1	$7.81M	Sell	103,364 -401,624	-80%	-$30.8M	0.11%	196
2022 Q4	$39M	Sell	504,988 -38,840	-7%	-$3.01M	0.57%	46
2022 Q3	$40.8M	Buy	543,828 +206,006	+61%	+$16.7M	0.63%	35
2022 Q2	$25.4M	Buy	+337,822	New	+$27.1M	0.36%	80

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

Jupiter Asset Management's SRE Position: Q2 2026 in Review

Jupiter Asset Management reduced its Sempra (SRE) stake by 53% in Q2 2026, selling an estimated $49.4M and leaving 470,005 shares worth $43.6M. The position accounts for 0.22% of the portfolio, ranked #122.

Jupiter Asset Management first reported a position in SRE in Q2 2022 and has held it in 8 quarters since. The position peaked at $97.3M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Jupiter Asset Management held 470,005 shares of Sempra worth $43.6M as of Q2 2026.
Jupiter Asset Management sold 531,482 Sempra shares in Q2 2026, an estimated $49.4M.
Sempra made up 0.22% of Jupiter Asset Management's portfolio in Q2 2026, its #122 holding.
Jupiter Asset Management first reported a position in Sempra in Q2 2022 and has held it in 8 quarters since.
Jupiter Asset Management's Sempra position peaked at $97.3M in Q1 2026.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.