Institute for Wealth Management’s Sempra SRE Stock Holding History

Institute for 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	$170K	Buy	+1,837	New	+$171K	0.02%	554
2022 Q2	–	Sell	-2,662	Closed	-$224K	–	556
2022 Q1	$224K	Buy	+2,662	New	+$191K	0.04%	493
2020 Q1	–	Sell	-3,150	Closed	-$239K	–	651
2019 Q4	$239K	Buy	3,150 +2	+0.1%	+$147	0.05%	394
2019 Q3	$232K	Sell	3,148 -22	-0.7%	-$1.54K	0.06%	371
2019 Q2	$218K	Buy	+3,170	New	+$208K	0.05%	416

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Institute for Wealth Management's SRE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sempra (SRE) in Q2 2026: 1,837 shares worth $170K. The stake represents 0.02% of the portfolio and ranks #554 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SRE as recently as Q1 2022.

Institute for Wealth Management first reported a position in SRE in Q2 2019 and has held it in 5 quarters since. The position peaked at $239K in Q4 2019. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Institute for Wealth Management held 1,837 shares of Sempra worth $170K as of Q2 2026.
Sempra was a new Institute for Wealth Management position in Q2 2026.
Sempra made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #554 holding.
Institute for Wealth Management first reported a position in Sempra in Q2 2019 and has held it in 5 quarters since.
Institute for Wealth Management's Sempra position peaked at $239K in Q4 2019.
1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.