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Sumitomo Life Insurance’s Sempra SRE Stock Holding History

Sumitomo Life Insurance’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 		$1M Buy
10,336
+284
+3% +$26K 0.02% 188
2025
Q4 		$887K Buy
10,052
+43
+0.4% +$3.92K 0.02% 202
2025
Q3 		$901K Sell
10,009
-279
-3% -$22.6K 0.03% 190
2025
Q2 		$780K Sell
10,288
-573
-5% -$42.5K 0.05% 197
2025
Q1 		$775K Sell
10,861
-162
-1% -$12.6K 0.03% 204
2024
Q4 		$967K Sell
11,023
-332
-3% -$29.1K 0.02% 192
2024
Q3 		$950K Buy
11,355
+286
+3% +$22.9K 0.02% 198
2024
Q2 		$842K Sell
11,069
-1,466
-12% -$108K 0.02% 202
2024
Q1 		$900K Sell
12,535
-444
-3% -$31.8K 0.02% 206
2023
Q4 		$970K Sell
12,979
-560
-4% -$40.1K 0.03% 188
2023
Q3 		$921K Sell
13,539
-299
-2% -$21.6K 0.03% 181
2023
Q2 		$1.01M Sell
13,838
-1,278
-8% -$96K 0.04% 181
2023
Q1 		$1.14M Sell
15,116
-156
-1% -$12K 0.1% 163
2022
Q4 		$1.18M Sell
15,272
-262
-2% -$20.3K 0.09% 154
2022
Q3 		$1.17M Sell
15,534
-1,750
-10% -$142K 0.05% 150
2022
Q2 		$1.3M Buy
17,284
+294
+2% +$23.6K 0.04% 154
2022
Q1 		$1.43M Sell
16,990
-320
-2% -$23K 0.04% 160
2021
Q4 		$1.15M Sell
17,310
-464
-3% -$29.4K 0.03% 202
2021
Q3 		$1.12M Sell
17,774
-750
-4% -$49.5K 0.03% 195
2021
Q2 		$1.23M Sell
18,524
-2,910
-14% -$199K 0.04% 198
2021
Q1 		$1.42M Sell
21,434
-884
-4% -$55K 0.06% 194
2020
Q4 		$1.42M Sell
22,318
-2,876
-11% -$185K 0.06% 189
2020
Q3 		$1.49M Sell
25,194
-1,056
-4% -$65K 0.07% 164
2020
Q2 		$1.54M Buy
26,250
+9,120
+53% +$560K 0.08% 145
2020
Q1 		$968K Sell
17,130
-38
-0.2% -$2.7K 0.07% 193
2019
Q4 		$1.3M Buy
17,168
+1,082
+7% +$79.4K 0.15% 204
2019
Q3 		$1.19M Sell
16,086
-1,630
-9% -$114K 0.15% 198
2019
Q2 		$1.22M Sell
17,716
-10,740
-38% -$705K 0.14% 203
2019
Q1 		$1.79M Sell
28,456
-2,968
-9% -$175K 0.24% 131
2018
Q4 		$1.7M Buy
31,424
+652
+2% +$37.2K 0.24% 136
2018
Q3 		$1.75M Sell
30,772
-610
-2% -$35.3K 0.21% 151
2018
Q2 		$1.82M Buy
31,382
+1,346
+4% +$73.6K 0.22% 147
2018
Q1 		$1.67M Sell
30,036
-1,322
-4% -$71.3K 0.22% 159
2017
Q4 		$1.68M Sell
31,358
-1,524
-5% -$88.4K 0.21% 166
2017
Q3 		$1.88M Sell
32,882
-606
-2% -$35.1K 0.24% 143
2017
Q2 		$1.89M Buy
33,488
+19,822
+145% +$1.12M 0.25% 141
2017
Q1 		$755K Sell
13,666
-848
-6% -$45K 0.11% 247
2016
Q4 		$730K Buy
14,514
+416
+3% +$21.2K 0.1% 243
2016
Q3 		$756K Sell
14,098
-1,816
-11% -$98.8K 0.11% 253
2016
Q2 		$907K Sell
15,914
-608
-4% -$32.2K 0.12% 239
2016
Q1 		$860K Sell
16,522
-432
-3% -$20.8K 0.11% 242
2015
Q4 		$797K Sell
16,954
-398
-2% -$19.7K 0.1% 255
2015
Q3 		$839K Sell
17,352
-418
-2% -$20.6K 0.11% 256
2015
Q2 		$879K Sell
17,770
-2,224
-11% -$118K 0.11% 261
2015
Q1 		$1.09M Sell
19,994
-2,110
-10% -$116K 0.12% 246
2014
Q4 		$1.23M Sell
22,104
-1,518
-6% -$82.7K 0.12% 249
2014
Q3 		$1.25M Sell
23,622
-376
-2% -$19.4K 0.12% 254
2014
Q2 		$1.26M Buy
23,998
+164
+0.7% +$8.14K 0.12% 247
2014
Q1 		$1.15M Sell
23,834
-51,768
-68% -$2.41M 0.11% 238
2013
Q4 		$3.39M Sell
75,602
-14,800
-16% -$657K 0.31% 117
2013
Q3 		$3.87M Buy
90,402
+2,364
+3% +$100K 0.36% 86
2013
Q2 		$3.6M Buy
+88,038
New +$3.59M 0.34% 95

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

Sumitomo Life Insurance's SRE Position: Q1 2026 in Review

Sumitomo Life Insurance increased its Sempra (SRE) stake by 2.8% in Q1 2026, buying an estimated $26K and bringing the position to 10,336 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #188.

Sumitomo Life Insurance first reported a position in SRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.87M in Q3 2013. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Sumitomo Life Insurance held 10,336 shares of Sempra worth $1M as of Q1 2026.
  • Sumitomo Life Insurance bought 284 Sempra shares in Q1 2026, an estimated $26K.
  • Sempra made up 0.02% of Sumitomo Life Insurance's portfolio in Q1 2026, its #188 holding.
  • Sumitomo Life Insurance first reported a position in Sempra in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Life Insurance's Sempra position peaked at $3.87M in Q3 2013.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.