Integrated Advisors Network
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Integrated Advisors Network’s Sempra SRE Stock Holding History

Integrated Advisors Network’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
Q3 		$361K Hold
4,635
– – 0.02% 525
2026
Q2 		$430K Sell
4,635
-16
-0.3% -$1.49K 0.02% 491
2026
Q1 		$452K Sell
4,651
-31
-0.7% -$2.84K 0.02% 479
2025
Q4 		$413K Sell
4,682
-577
-11% -$52.5K 0.02% 519
2025
Q3 		$473K Buy
5,259
+373
+8% +$30.2K 0.02% 515
2025
Q2 		$370K Buy
4,886
+1,530
+46% +$114K 0.02% 565
2025
Q1 		$240K Sell
3,356
-677
-17% -$52.7K 0.01% 649
2024
Q4 		$354K Sell
4,033
-925
-19% -$81K 0.02% 529
2024
Q3 		$415K Sell
4,958
-26
-0.5% -$2.08K 0.02% 523
2024
Q2 		$379K Sell
4,984
-80
-2% -$5.91K 0.02% 523
2024
Q1 		$364K Buy
5,064
+70
+1% +$5.02K 0.02% 549
2023
Q4 		$373K Buy
4,994
+381
+8% +$27.3K 0.02% 503
2023
Q3 		$314K Buy
4,613
+17
+0.4% +$1.23K 0.02% 527
2023
Q2 		$335K Sell
4,596
-164
-3% -$12.3K 0.02% 517
2023
Q1 		$360K Sell
4,760
-826
-15% -$63.4K 0.02% 510
2022
Q4 		$432K Buy
5,586
+294
+6% +$22.7K 0.03% 447
2022
Q3 		$397K Sell
5,292
-1,706
-24% -$138K 0.03% 442
2022
Q2 		$526K Buy
6,998
+4,376
+167% +$351K 0.03% 405
2022
Q1 		$220K Buy
+2,622
New +$188K 0.01% 617
2021
Q3 		– Sell
-3,340
Closed -$221K – 633
2021
Q2 		$221K Buy
+3,340
New +$229K 0.02% 539
2020
Q4 		– Sell
-5,758
Closed -$341K – 517
2020
Q3 		$341K Buy
5,758
+882
+18% +$54.3K 0.04% 321
2020
Q2 		$285K Buy
4,876
+268
+6% +$16.5K 0.03% 360
2020
Q1 		$260K Buy
4,608
+86
+2% +$6.1K 0.05% 298
2019
Q4 		$342K Buy
+4,522
New +$332K 0.05% 300

Other funds holding SRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Integrated Advisors Network's SRE Position: Q3 2026 in Review

Integrated Advisors Network held its Sempra (SRE) position steady in Q3 2026 at 4,635 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #525.

Integrated Advisors Network first reported a position in SRE in Q4 2019 and has held it in 24 quarters since. The position peaked at $526K in Q2 2022. 760 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Integrated Advisors Network held 4,635 shares of Sempra worth $361K as of Q3 2026.
  • Integrated Advisors Network left its Sempra share count unchanged in Q3 2026.
  • Sempra made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #525 holding.
  • Integrated Advisors Network first reported a position in Sempra in Q4 2019 and has held it in 24 quarters since.
  • Integrated Advisors Network's Sempra position peaked at $526K in Q2 2022.
  • 760 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.