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IMG Wealth Management’s Sempra SRE Stock Holding History

IMG Wealth Management’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
Q2 		$8.81K Buy
95
+2
+2% +$186 ﹤0.01% 340
2026
Q1 		$9.04K Sell
93
-35
-27% -$3.2K 0.01% 307
2025
Q4 		$11.3K Buy
128
+58
+83% +$5.28K 0.01% 306
2025
Q3 		$6.3K Hold
70
– – ﹤0.01% 329
2025
Q2 		$5.3K Buy
+70
New +$5.2K ﹤0.01% 340

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

IMG Wealth Management's SRE Position: Q2 2026 in Review

IMG Wealth Management increased its Sempra (SRE) stake by 2.2% in Q2 2026, buying an estimated $186 and bringing the position to 95 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

IMG Wealth Management first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.3K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • IMG Wealth Management held 95 shares of Sempra worth $8.81K as of Q2 2026.
  • IMG Wealth Management bought 2 Sempra shares in Q2 2026, an estimated $186.
  • Sempra made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #340 holding.
  • IMG Wealth Management first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Sempra position peaked at $11.3K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.