Principal Financial Group’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$143M Sell
1,544,369
-88,314
-5% -$8.21M 0.07% 231
2026
Q1
$159M Sell
1,632,683
-55,601
-3% -$5.09M 0.08% 208
2025
Q4
$149M Sell
1,688,284
-120,005
-7% -$10.9M 0.08% 220
2025
Q3
$163M Sell
1,808,289
-26,315
-1% -$2.13M 0.08% 206
2025
Q2
$139M Buy
1,834,604
+156,886
+9% +$11.6M 0.07% 228
2025
Q1
$120M Buy
1,677,718
+73,932
+5% +$5.76M 0.07% 236
2024
Q4
$141M Sell
1,603,786
-33,449
-2% -$2.93M 0.08% 221
2024
Q3
$137M Sell
1,637,235
-148,396
-8% -$11.9M 0.07% 233
2024
Q2
$136M Sell
1,785,631
-97,342
-5% -$7.2M 0.08% 212
2024
Q1
$135M Sell
1,882,973
-37,397
-2% -$2.68M 0.08% 216
2023
Q4
$144M Sell
1,920,370
-14,252
-0.7% -$1.02M 0.09% 192
2023
Q3
$132M Buy
1,934,622
+24,216
+1% +$1.75M 0.09% 188
2023
Q2
$139M Buy
1,910,406
+222,292
+13% +$16.7M 0.1% 193
2023
Q1
$128M Buy
1,688,114
+11,522
+0.7% +$884K 0.09% 204
2022
Q4
$130M Buy
1,676,592
+58,452
+4% +$4.52M 0.1% 202
2022
Q3
$121M Buy
1,618,140
+24,090
+2% +$1.95M 0.1% 203
2022
Q2
$120M Sell
1,594,050
-3,586
-0.2% -$288K 0.09% 211
2022
Q1
$134M Sell
1,597,636
-118,080
-7% -$8.49M 0.08% 218
2021
Q4
$113M Sell
1,715,716
-102,714
-6% -$6.51M 0.07% 242
2021
Q3
$115M Buy
1,818,430
+19,874
+1% +$1.31M 0.08% 238
2021
Q2
$119M Sell
1,798,556
-90,618
-5% -$6.2M 0.08% 234
2021
Q1
$125M Buy
1,889,174
+511,392
+37% +$31.8M 0.09% 226
2020
Q4
$87.8M Sell
1,377,782
-126,316
-8% -$8.13M 0.07% 269
2020
Q3
$89M Sell
1,504,098
-527,630
-26% -$32.5M 0.07% 249
2020
Q2
$119M Sell
2,031,728
-611,226
-23% -$37.6M 0.1% 202
2020
Q1
$149M Buy
2,642,954
+9,480
+0.4% +$672K 0.17% 158
2019
Q4
$199M Buy
2,633,474
+564
+0% +$41.4K 0.17% 162
2019
Q3
$194M Sell
2,632,910
-16,718
-0.6% -$1.17M 0.17% 153
2019
Q2
$182M Sell
2,649,628
-230,706
-8% -$15.1M 0.16% 154
2019
Q1
$181M Sell
2,880,334
-17,638
-0.6% -$1.04M 0.17% 149
2018
Q4
$157M Buy
2,897,972
+174,642
+6% +$9.96M 0.17% 147
2018
Q3
$155M Buy
2,723,330
+236,118
+9% +$13.7M 0.14% 181
2018
Q2
$144M Buy
2,487,212
+81,266
+3% +$4.44M 0.13% 185
2018
Q1
$134M Sell
2,405,946
-141,694
-6% -$7.64M 0.13% 204
2017
Q4
$136M Buy
2,547,640
+40,270
+2% +$2.33M 0.13% 219
2017
Q3
$143M Sell
2,507,370
-58,738
-2% -$3.4M 0.14% 186
2017
Q2
$145M Buy
2,566,108
+1,811,926
+240% +$102M 0.15% 178
2017
Q1
$41.7M Buy
754,182
+11,176
+2% +$593K 0.05% 388
2016
Q4
$37.4M Sell
743,006
-1,258
-0.2% -$64K 0.05% 401
2016
Q3
$39.9M Buy
744,264
+50,668
+7% +$2.76M 0.05% 365
2016
Q2
$39.5M Buy
693,596
+8,160
+1% +$432K 0.06% 320
2016
Q1
$35.7M Buy
685,436
+7,664
+1% +$369K 0.05% 344
2015
Q4
$31.9M Buy
677,772
+20,070
+3% +$991K 0.05% 377
2015
Q3
$31.8M Buy
657,702
+2,304
+0.4% +$113K 0.05% 362
2015
Q2
$32.4M Sell
655,398
-1,092
-0.2% -$57.8K 0.05% 386
2015
Q1
$35.8M Buy
656,490
+28,264
+4% +$1.56M 0.05% 346
2014
Q4
$35M Buy
628,226
+33,066
+6% +$1.8M 0.05% 346
2014
Q3
$31.4M Buy
595,160
+19,168
+3% +$988K 0.05% 345
2014
Q2
$30.2M Buy
575,992
+2,084
+0.4% +$103K 0.05% 369
2014
Q1
$27.8M Buy
573,908
+15,904
+3% +$740K 0.05% 386
2013
Q4
$25M Sell
558,004
-3,864
-0.7% -$172K 0.05% 416
2013
Q3
$24M Buy
561,868
+116
+0% +$4.93K 0.05% 388
2013
Q2
$23M Buy
+561,752
New +$22.9M 0.05% 385

Other funds holding SRE

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

Principal Financial Group reduced its Sempra (SRE) stake by 5.4% in Q2 2026, selling an estimated $8.21M and leaving 1,544,369 shares worth $143M. The position accounts for 0.07% of the portfolio, ranked #231.

Principal Financial Group first reported a position in SRE in Q2 2013 and has held it in 53 quarters since. The position peaked at $199M in Q4 2019. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Principal Financial Group held 1,544,369 shares of Sempra worth $143M as of Q2 2026.
  • Principal Financial Group sold 88,314 Sempra shares in Q2 2026, an estimated $8.21M.
  • Sempra made up 0.07% of Principal Financial Group's portfolio in Q2 2026, its #231 holding.
  • Principal Financial Group first reported a position in Sempra in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Sempra position peaked at $199M in Q4 2019.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.