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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFG Advisory's SRE Position: Q1 2026 in Review

IFG Advisory sold out of Sempra (SRE) in Q1 2026, closing a stake of 4,536 shares — an estimated $400K sold.

IFG Advisory first reported a position in SRE in Q3 2025 and held it in 2 quarters. The position peaked at $400K in Q4 2025. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

IFG Advisory reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 4,536 Sempra shares in Q1 2026, an estimated $400K.
IFG Advisory first reported a position in Sempra in Q3 2025 and held it in 2 quarters.
IFG Advisory's Sempra position peaked at $400K in Q4 2025.
1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.