IFS Advisors’s Sempra SRE Stock Holding History

IFS Advisors’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	$13.6K	Buy	+140	New	+$12.8K	0.01%	107

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

IFS Advisors's SRE Position: Q1 2026 in Review

IFS Advisors opened a new position in Sempra (SRE) in Q1 2026: 140 shares worth $13.6K. The stake represents 0.01% of the portfolio and ranks #107 among its holdings.

1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

IFS Advisors held 140 shares of Sempra worth $13.6K as of Q1 2026.
Sempra was a new IFS Advisors position in Q1 2026.
Sempra made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #107 holding.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.