IFG Advisory
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IFG Advisory’s Sempra SRE Stock Holding History

IFG Advisory’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
Q3 		$43.4K Buy
557
+21
+4% +$1.82K ﹤0.01% 1361
2026
Q2 		$49.7K Buy
+536
New +$49.9K ﹤0.01% 1334
2026
Q1 		– Sell
-4,536
Closed -$400K – 806
2025
Q4 		$400K Buy
4,536
+696
+18% +$63.4K 0.02% 559
2025
Q3 		$346K Buy
+3,840
New +$311K 0.02% 595

Other funds holding SRE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

IFG Advisory's SRE Position: Q3 2026 in Review

IFG Advisory increased its Sempra (SRE) stake by 3.9% in Q3 2026, buying an estimated $1.82K and bringing the position to 557 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

IFG Advisory first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $400K in Q4 2025. 694 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • IFG Advisory held 557 shares of Sempra worth $43.4K as of Q3 2026.
  • IFG Advisory bought 21 Sempra shares in Q3 2026, an estimated $1.82K.
  • Sempra made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1361 holding.
  • IFG Advisory first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • IFG Advisory's Sempra position peaked at $400K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.