MIFH
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Migdal Insurance & Financial Holdings’s Sempra SRE Stock Holding History

Migdal Insurance & Financial 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
2025
Q2 		– Sell
-81
Closed -$6K – 427
2025
Q1 		$6K Buy
+81
New +$6.31K ﹤0.01% 387
2022
Q3 		– Sell
-1,746
Closed -$131K – 604
2022
Q2 		$131K Buy
1,746
+246
+16% +$19.8K ﹤0.01% 278
2022
Q1 		$126K Buy
+1,500
New +$108K ﹤0.01% 322

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SRE Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of Sempra (SRE) in Q2 2025, closing a stake of 81 shares — an estimated $6K sold.

Migdal Insurance & Financial Holdings first reported a position in SRE in Q1 2022 and held it in 3 quarters. The position peaked at $131K in Q2 2022. 1,122 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 81 Sempra shares in Q2 2025, an estimated $6K.
  • Migdal Insurance & Financial Holdings first reported a position in Sempra in Q1 2022 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Sempra position peaked at $131K in Q2 2022.
  • 1,122 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.