Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

IFG Advisory's SRE Position: Q2 2026 in Review

IFG Advisory opened a new position in Sempra (SRE) in Q2 2026: 536 shares worth $49.7K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SRE as recently as Q4 2025.

IFG Advisory first reported a position in SRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $400K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • IFG Advisory held 536 shares of Sempra worth $49.7K as of Q2 2026.
  • Sempra was a new IFG Advisory position in Q2 2026.
  • Sempra made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1334 holding.
  • IFG Advisory first reported a position in Sempra in Q3 2025 and has held it in 3 quarters since.
  • IFG Advisory's Sempra position peaked at $400K in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.