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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
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

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

Integrated Advisors Network's SRE Position: Q1 2026 in Review

Integrated Advisors Network reduced its Sempra (SRE) stake by 0.66% in Q1 2026, selling an estimated $2.84K and leaving 4,651 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #479.

Integrated Advisors Network first reported a position in SRE in Q4 2019 and has held it in 22 quarters since. The position peaked at $526K in Q2 2022. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Integrated Advisors Network held 4,651 shares of Sempra worth $452K as of Q1 2026.
  • Integrated Advisors Network sold 31 Sempra shares in Q1 2026, an estimated $2.84K.
  • Sempra made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #479 holding.
  • Integrated Advisors Network first reported a position in Sempra in Q4 2019 and has held it in 22 quarters since.
  • Integrated Advisors Network's Sempra position peaked at $526K in Q2 2022.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.