Ipsen Advisor Group’s Sempra SRE Stock Holding History

Ipsen Advisor 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 Q1	$942K	Buy	9,696 +178	+2%	+$16.3K	0.66%	44
2025 Q4	$840K	Sell	9,518 -204	-2%	-$18.6K	0.6%	43
2025 Q3	$875K	Buy	9,722 +75	+0.8%	+$6.07K	0.63%	41
2025 Q2	$731K	Buy	9,647 +764	+9%	+$56.7K	0.56%	44
2025 Q1	$634K	Buy	8,883 +492	+6%	+$38.3K	0.55%	45
2024 Q4	$736K	Buy	+8,391	New	+$734K	0.63%	37
2022 Q4	$435K	Buy	+5,628	New	+$435K	0.5%	48

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ipsen Advisor Group's SRE Position: Q1 2026 in Review

Ipsen Advisor Group increased its Sempra (SRE) stake by 1.9% in Q1 2026, buying an estimated $16.3K and bringing the position to 9,696 shares worth $942K. The position accounts for 0.66% of the portfolio, ranked #44.

Ipsen Advisor Group first reported a position in SRE in Q4 2022 and has held it in 7 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Ipsen Advisor Group held 9,696 shares of Sempra worth $942K as of Q1 2026.
Ipsen Advisor Group bought 178 Sempra shares in Q1 2026, an estimated $16.3K.
Sempra made up 0.66% of Ipsen Advisor Group's portfolio in Q1 2026, its #44 holding.
Ipsen Advisor Group first reported a position in Sempra in Q4 2022 and has held it in 7 quarters since.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.