Investor's Fiduciary Advisor Network’s Sempra SRE Stock Holding History

Investor's Fiduciary Advisor 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 Q2	$315K	Sell	3,403 -112	-3%	-$10.4K	0.11%	160
2026 Q1	$341K	Hold	3,515	–	–	0.1%	200
2025 Q4	$310K	Sell	3,515 -472	-12%	-$43K	0.07%	230
2025 Q3	$358K	Sell	3,987 -414	-9%	-$33.5K	0.12%	175
2025 Q2	$333K	Buy	4,401 +467	+12%	+$34.7K	0.12%	170
2025 Q1	$280K	Sell	3,934 -1,224	-24%	-$95.4K	0.13%	144
2024 Q4	$452K	Buy	+5,158	New	+$451K	0.17%	141

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 $3.37T AUM 44.26% 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

Investor's Fiduciary Advisor Network's SRE Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Sempra (SRE) stake by 3.2% in Q2 2026, selling an estimated $10.4K and leaving 3,403 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #160.

Investor's Fiduciary Advisor Network first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Investor's Fiduciary Advisor Network held 3,403 shares of Sempra worth $315K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 112 Sempra shares in Q2 2026, an estimated $10.4K.
Sempra made up 0.11% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #160 holding.
Investor's Fiduciary Advisor Network first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Sempra position peaked at $452K in Q4 2024.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.