Morgan Stanley’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.37B | Buy |
24,349,232
+2,019,141
| +9% | +$185M | 0.14% | 120 |
|
|
2025
Q4 | $1.97B | Buy |
22,330,091
+3,250,783
| +17% | +$296M | 0.12% | 151 |
|
|
2025
Q3 | $1.72B | Sell |
19,079,308
-94,707
| -0.5% | -$7.67M | 0.1% | 168 |
|
|
2025
Q2 | $1.45B | Buy |
19,174,015
+914,362
| +5% | +$67.9M | 0.09% | 189 |
|
|
2025
Q1 | $1.3B | Sell |
18,259,653
-4,263,351
| -19% | -$332M | 0.09% | 193 |
|
|
2024
Q4 | $1.98B | Sell |
22,523,004
-1,743,099
| -7% | -$153M | 0.14% | 125 |
|
|
2024
Q3 | $2.03B | Buy |
24,266,103
+960,608
| +4% | +$76.8M | 0.15% | 124 |
|
|
2024
Q2 | $1.77B | Buy |
23,305,495
+2,790,334
| +14% | +$206M | 0.14% | 139 |
|
|
2024
Q1 | $1.47B | Sell |
20,515,161
-22,879,829
| -53% | -$1.64B | 0.12% | 163 |
|
|
2023
Q4 | $3.24B | Buy |
43,394,990
+33,060,817
| +320% | +$2.36B | 0.14% | 133 |
|
|
2023
Q3 | $703M | Buy |
10,334,173
+60,483
| +0.6% | +$4.36M | 0.07% | 261 |
|
|
2023
Q2 | $748M | Buy |
10,273,690
+1,049,288
| +11% | +$78.8M | 0.07% | 250 |
|
|
2023
Q1 | $697M | Sell |
9,224,402
-642,104
| -7% | -$49.3M | 0.07% | 257 |
|
|
2022
Q4 | $762M | Buy |
9,866,506
+1,964,634
| +25% | +$152M | 0.09% | 228 |
|
|
2022
Q3 | $592M | Sell |
7,901,872
-149,508
| -2% | -$12.1M | 0.08% | 238 |
|
|
2022
Q2 | $605M | Buy |
8,051,380
+2,043,480
| +34% | +$164M | 0.08% | 239 |
|
|
2022
Q1 | $505M | Sell |
6,007,900
-616,626
| -9% | -$44.3M | 0.07% | 264 |
|
|
2021
Q4 | $438M | Buy |
6,624,526
+544,296
| +9% | +$34.5M | 0.05% | 321 |
|
|
2021
Q3 | $385M | Buy |
6,080,230
+132,894
| +2% | +$8.77M | 0.05% | 327 |
|
|
2021
Q2 | $394M | Buy |
5,947,336
+598,434
| +11% | +$41M | 0.05% | 329 |
|
|
2021
Q1 | $355M | Buy |
5,348,902
+562,134
| +12% | +$35M | 0.05% | 314 |
|
|
2020
Q4 | $305M | Sell |
4,786,768
-373,914
| -7% | -$24.1M | 0.05% | 350 |
|
|
2020
Q3 | $305M | Sell |
5,160,682
-81,928
| -2% | -$5.04M | 0.06% | 276 |
|
|
2020
Q2 | $307M | Sell |
5,242,610
-51,918
| -1% | -$3.19M | 0.07% | 255 |
|
|
2020
Q1 | $299M | Sell |
5,294,528
-1,345,056
| -20% | -$95.4M | 0.08% | 216 |
|
|
2019
Q4 | $503M | Sell |
6,639,584
-249,306
| -4% | -$18.3M | 0.12% | 171 |
|
|
2019
Q3 | $508M | Buy |
6,888,890
+162,804
| +2% | +$11.4M | 0.13% | 155 |
|
|
2019
Q2 | $462M | Sell |
6,726,086
-1,391,690
| -17% | -$91.3M | 0.12% | 161 |
|
|
2019
Q1 | $511M | Sell |
8,117,776
-384,742
| -5% | -$22.7M | 0.14% | 155 |
|
|
2018
Q4 | $460M | Buy |
8,502,518
+8,558
| +0.1% | +$488K | 0.14% | 158 |
|
|
2018
Q3 | $483M | Sell |
8,493,960
-143,592
| -2% | -$8.31M | 0.12% | 172 |
|
|
2018
Q2 | $501M | Sell |
8,637,552
-83,370
| -1% | -$4.56M | 0.14% | 156 |
|
|
2018
Q1 | $485M | Sell |
8,720,922
-1,118,886
| -11% | -$60.4M | 0.13% | 153 |
|
|
2017
Q4 | $526M | Buy |
9,839,808
+372,286
| +4% | +$21.6M | 0.14% | 146 |
|
|
2017
Q3 | $540M | Sell |
9,467,522
-434,232
| -4% | -$25.1M | 0.16% | 140 |
|
|
2017
Q2 | $558M | Buy |
9,901,754
+1,726,106
| +21% | +$97.6M | 0.17% | 135 |
|
|
2017
Q1 | $452M | Buy |
8,175,648
+152,364
| +2% | +$8.09M | 0.14% | 162 |
|
|
2016
Q4 | $404M | Buy |
8,023,284
+1,298,218
| +19% | +$66.1M | 0.13% | 163 |
|
|
2016
Q3 | $360M | Sell |
6,725,066
-421,016
| -6% | -$22.9M | 0.12% | 181 |
|
|
2016
Q2 | $407M | Buy |
7,146,082
+81,334
| +1% | +$4.31M | 0.15% | 155 |
|
|
2016
Q1 | $368M | Sell |
7,064,748
-314,312
| -4% | -$15.1M | 0.14% | 166 |
|
|
2015
Q4 | $347M | Buy |
7,379,060
+1,279,498
| +21% | +$63.2M | 0.13% | 182 |
|
|
2015
Q3 | $295M | Buy |
6,099,562
+953,044
| +19% | +$46.9M | 0.11% | 204 |
|
|
2015
Q2 | $255M | Sell |
5,146,518
-665,656
| -11% | -$35.2M | 0.09% | 258 |
|
|
2015
Q1 | $317M | Sell |
5,812,174
-430,382
| -7% | -$23.7M | 0.12% | 206 |
|
|
2014
Q4 | $348M | Sell |
6,242,556
-232,378
| -4% | -$12.7M | 0.13% | 188 |
|
|
2014
Q3 | $341M | Sell |
6,474,934
-305,730
| -5% | -$15.8M | 0.13% | 182 |
|
|
2014
Q2 | $355M | Sell |
6,780,664
-585,200
| -8% | -$29.1M | 0.14% | 175 |
|
|
2014
Q1 | $356M | Sell |
7,365,864
-2,222,066
| -23% | -$103M | 0.15% | 161 |
|
|
2013
Q4 | $430M | Buy |
9,587,930
+531,820
| +6% | +$23.6M | 0.18% | 128 |
|
|
2013
Q3 | $388M | Buy |
9,056,110
+487,036
| +6% | +$20.7M | 0.18% | 125 |
|
|
2013
Q2 | $350M | Buy |
+8,569,074
| New | +$349M | 0.18% | 129 |
|
Other funds holding SRE
VCM
VPM
Morgan Stanley's SRE Position: Q1 2026 in Review
Morgan Stanley increased its Sempra (SRE) stake by 9% in Q1 2026, buying an estimated $185M and bringing the position to 24,349,232 shares worth $2.37B. The position accounts for 0.14% of the portfolio, ranked #120.
Morgan Stanley first reported a position in SRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.24B in Q4 2023. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.
- Morgan Stanley held 24,349,232 shares of Sempra worth $2.37B as of Q1 2026.
- Morgan Stanley bought 2,019,141 Sempra shares in Q1 2026, an estimated $185M.
- Sempra made up 0.14% of Morgan Stanley's portfolio in Q1 2026, its #120 holding.
- Morgan Stanley first reported a position in Sempra in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Sempra position peaked at $3.24B in Q4 2023.
- 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.