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Simmons Bank’s Sempra SRE Stock Holding History

Simmons Bank’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 		$288K Sell
3,111
-27
-0.9% -$2.51K 0.02% 327
2026
Q1 		$305K Sell
3,138
-19
-0.6% -$1.74K 0.02% 300
2025
Q4 		$279K Sell
3,157
-569
-15% -$51.8K 0.02% 301
2025
Q3 		$335K Sell
3,726
-149
-4% -$12.1K 0.02% 282
2025
Q2 		$294K Sell
3,875
-5
-0.1% -$371 0.02% 301
2025
Q1 		$277K Hold
3,880
– – 0.02% 291
2024
Q4 		$340K Sell
3,880
-77
-2% -$6.74K 0.02% 278
2024
Q3 		$331K Buy
3,957
+77
+2% +$6.16K 0.02% 280
2024
Q2 		$295K Sell
3,880
-350
-8% -$25.9K 0.02% 290
2024
Q1 		$304K Buy
4,230
+130
+3% +$9.32K 0.02% 292
2023
Q4 		$306K Buy
4,100
+876
+27% +$62.7K 0.03% 286
2023
Q3 		$219K Buy
+3,224
New +$233K 0.02% 306

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

Simmons Bank's SRE Position: Q2 2026 in Review

Simmons Bank reduced its Sempra (SRE) stake by 0.86% in Q2 2026, selling an estimated $2.51K and leaving 3,111 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #327.

Simmons Bank first reported a position in SRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $340K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Simmons Bank held 3,111 shares of Sempra worth $288K as of Q2 2026.
  • Simmons Bank sold 27 Sempra shares in Q2 2026, an estimated $2.51K.
  • Sempra made up 0.02% of Simmons Bank's portfolio in Q2 2026, its #327 holding.
  • Simmons Bank first reported a position in Sempra in Q3 2023 and has held it in 12 quarters since.
  • Simmons Bank's Sempra position peaked at $340K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.