IMA Advisory Services’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$560 Sell
6
-1
-14% -$93 ﹤0.01% 1256
2026
Q1
$684 Hold
7
– – ﹤0.01% 834
2025
Q4
$622 Hold
7
– – ﹤0.01% 838
2025
Q3
$630 Hold
7
– – ﹤0.01% 392
2025
Q2
$535 Buy
+7
New +$520 ﹤0.01% 392

Other funds holding SRE

IMA Advisory Services's SRE Position: Q2 2026 in Review

IMA Advisory Services reduced its Sempra (SRE) stake by 14% in Q2 2026, selling an estimated $93 and leaving 6 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

IMA Advisory Services first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $684 in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • IMA Advisory Services held 6 shares of Sempra worth $560 as of Q2 2026.
  • IMA Advisory Services sold 1 Sempra share in Q2 2026, an estimated $93.
  • Sempra made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1256 holding.
  • IMA Advisory Services first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • IMA Advisory Services's Sempra position peaked at $684 in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.