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Investment Research & Advisory Group’s Sempra SRE Stock Holding History

Investment Research & Advisory Group’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 		$7.14K Buy
+60
New +$5.58K ﹤0.01% 250
2020
Q1 		– Sell
-892
Closed -$68K – 184
2019
Q4 		$68K Buy
+892
New +$65.4K 0.06% 93

Other funds holding SRE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Investment Research & Advisory Group's SRE Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in Sempra (SRE) in Q2 2026: 60 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in SRE as recently as Q4 2019.

Investment Research & Advisory Group first reported a position in SRE in Q4 2019 and has held it in 2 quarters since. The position peaked at $68K in Q4 2019. 327 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Investment Research & Advisory Group held 60 shares of Sempra worth $7.14K as of Q2 2026.
  • Sempra was a new Investment Research & Advisory Group position in Q2 2026.
  • Sempra made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #250 holding.
  • Investment Research & Advisory Group first reported a position in Sempra in Q4 2019 and has held it in 2 quarters since.
  • Investment Research & Advisory Group's Sempra position peaked at $68K in Q4 2019.
  • 327 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.