John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Sempra Energy (SRE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 0.02 SEC
2019   Q1 9,671 0.02 Reduce 24.95% <0.01 $125.84 $1,217,000 SEC
2018   Q4 12,886 0.02 Reduce 4.04% <0.01 $108.18 $1,394,000 SEC
2018   Q3 13,429 0.02 Reduce 93.82% 0.27 $113.78 $1,528,000 SEC
2018   Q2 217,127 0.29 Reduce 29.82% 0.12 $116.11 $25,211,000 SEC
2018   Q1 309,383 0.40 Add 13.52% 0.05 $111.22 $34,410,000 SEC
2017   Q4 272,533 0.34 Add 2.62% <0.01 $106.92 $29,139,000 SEC
2017   Q3 265,582 0.36 Add 8.09% 0.03 $114.13 $30,311,000 SEC
2017   Q2 245,709 0.34 Add 6.20% 0.02 $112.75 $27,704,000 SEC
2017   Q1 231,354 0.31 $110.50 $25,565,000 SEC
2016   Q4 231,354 0.29 Add 132.06% 0.17 $100.64 $23,283,000 SEC
2016   Q3 99,695 0.14 Buy 0.14 $107.19 $10,686,000 SEC