ZP
SRE icon

Zimmer Partners’s Sempra SRE Stock Holding History

Zimmer Partners’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
2025
Q2 		– Sell
-250,000
Closed -$17.8M – 205
2025
Q1 		$17.8M Buy
+250,000
New +$19.5M 0.34% 57
2013
Q3 		– Sell
-75,000
Closed -$3.07M – 50
2013
Q2 		$3.07M Buy
+75,000
New +$3.06M 0.58% 28

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

Zimmer Partners's SRE Position: Q1 2026 in Review

Zimmer Partners reduced its Sempra (SRE) stake by 50% in Q1 2026, selling an estimated $64.9M and leaving 699,600 shares worth $68M. The position accounts for 1.64% of the portfolio, ranked #15.

Zimmer Partners first reported a position in SRE in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.03B in Q1 2019. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Zimmer Partners held 699,600 shares of Sempra worth $68M as of Q1 2026.
  • Zimmer Partners sold 709,700 Sempra shares in Q1 2026, an estimated $64.9M.
  • Sempra made up 1.64% of Zimmer Partners's portfolio in Q1 2026, its #15 holding.
  • Zimmer Partners first reported a position in Sempra in Q2 2013 and has held it in 35 quarters since.
  • Zimmer Partners's Sempra position peaked at $1.03B in Q1 2019.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.