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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IMG Wealth Management's SRE Position: Q1 2026 in Review

IMG Wealth Management reduced its Sempra (SRE) stake by 27% in Q1 2026, selling an estimated $3.2K and leaving 93 shares worth $9.04K. The position accounts for 0.01% of the portfolio, ranked #307.

IMG Wealth Management first reported a position in SRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.3K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • IMG Wealth Management held 93 shares of Sempra worth $9.04K as of Q1 2026.
  • IMG Wealth Management sold 35 Sempra shares in Q1 2026, an estimated $3.2K.
  • Sempra made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #307 holding.
  • IMG Wealth Management first reported a position in Sempra in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Sempra position peaked at $11.3K in Q4 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.