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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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simmons Bank's SRE Position: Q1 2026 in Review

Simmons Bank reduced its Sempra (SRE) stake by 0.6% in Q1 2026, selling an estimated $1.74K and leaving 3,138 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #300.

Simmons Bank first reported a position in SRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $340K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Simmons Bank held 3,138 shares of Sempra worth $305K as of Q1 2026.
  • Simmons Bank sold 19 Sempra shares in Q1 2026, an estimated $1.74K.
  • Sempra made up 0.02% of Simmons Bank's portfolio in Q1 2026, its #300 holding.
  • Simmons Bank first reported a position in Sempra in Q3 2023 and has held it in 11 quarters since.
  • Simmons Bank's Sempra position peaked at $340K in Q4 2024.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.