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Rakuten Investment Management’s Sempra SRE Stock Holding History

Rakuten Investment 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 		$10M Buy
106,898
+10,033
+10% +$933K 0.03% 192
2026
Q1 		$9.36M Buy
96,865
+11,014
+13% +$1.01M 0.02% 177
2025
Q4 		$7.63M Buy
85,851
+52,310
+156% +$4.76M 0.03% 205
2025
Q3 		$1.96M Buy
+33,541
New +$2.72M 0.01% 417
2025
Q1 		$4.04M Buy
+57,893
New +$4.51M 0.02% 248
2024
Q3 		$2.99M Buy
35,870
+8,934
+33% +$715K 0.02% 173
2024
Q2 		$2.05M Buy
26,936
+10,013
+59% +$740K 0.01% 179
2024
Q1 		$1.22M Buy
16,923
+15,367
+988% +$1.1M 0.01% 191
2023
Q4 		$116K Buy
+1,556
New +$111K ﹤0.01% 162

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Rakuten Investment Management's SRE Position: Q2 2026 in Review

Rakuten Investment Management increased its Sempra (SRE) stake by 10% in Q2 2026, buying an estimated $933K and bringing the position to 106,898 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #192.

Rakuten Investment Management first reported a position in SRE in Q4 2023 and has held it in 9 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Rakuten Investment Management held 106,898 shares of Sempra worth $10M as of Q2 2026.
  • Rakuten Investment Management bought 10,033 Sempra shares in Q2 2026, an estimated $933K.
  • Sempra made up 0.03% of Rakuten Investment Management's portfolio in Q2 2026, its #192 holding.
  • Rakuten Investment Management first reported a position in Sempra in Q4 2023 and has held it in 9 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.