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Iams Wealth Management’s Sempra SRE Stock Holding History

Iams Wealth Management’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
2023
Q3 		– Sell
-12,652
Closed -$917K – 219
2023
Q2 		$917K Buy
+12,652
New +$950K 0.33% 83

Other funds holding SRE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Iams Wealth Management's SRE Position: Q2 2026 in Review

Iams Wealth Management increased its Sempra (SRE) stake by 21% in Q2 2026, buying an estimated $210K and bringing the position to 12,903 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #86.

Iams Wealth Management first reported a position in SRE in Q1 2023 and has held it in 13 quarters since. 463 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Iams Wealth Management held 12,903 shares of Sempra worth $1.2M as of Q2 2026.
  • Iams Wealth Management bought 2,258 Sempra shares in Q2 2026, an estimated $210K.
  • Sempra made up 0.36% of Iams Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Iams Wealth Management first reported a position in Sempra in Q1 2023 and has held it in 13 quarters since.
  • 463 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.