Iron Gate Global Advisors’s Sempra SRE Stock Holding History

Iron Gate Global Advisors’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	$278K	Hold	3,000	–	–	0.03%	87
2026 Q1	$292K	Hold	3,000	–	–	0.03%	80
2025 Q4	$265K	Hold	3,000	–	–	0.03%	85
2025 Q3	$270K	Hold	3,000	–	–	0.03%	86
2025 Q2	$229K	Sell	3,000 -15	-0.5%	-$1.11K	0.03%	76
2025 Q1	$217K	Buy	3,015 +15	+0.5%	+$1.17K	0.03%	80
2024 Q4	$263K	Hold	3,000	–	–	0.04%	72
2024 Q3	$251K	Hold	3,000	–	–	0.04%	74
2024 Q2	$228K	Hold	3,000	–	–	0.04%	88
2024 Q1	$213K	Sell	3,000 -53	-2%	-$3.8K	0.04%	89
2023 Q4	$228K	Buy	3,053 +53	+2%	+$3.79K	0.05%	87
2023 Q3	$203K	Hold	3,000	–	–	0.05%	85
2023 Q2	$218K	Hold	3,000	–	–	0.05%	79
2023 Q1	$227K	Sell	3,000 -22	-0.7%	-$1.69K	0.06%	76
2022 Q4	$234K	Buy	3,022 +22	+0.7%	+$1.7K	0.06%	73
2022 Q3	$225K	Hold	3,000	–	–	0.06%	74
2022 Q2	$225K	Hold	3,000	–	–	0.06%	80
2022 Q1	$252K	Hold	3,000	–	–	0.06%	84
2021 Q4	$201K	Buy	+3,000	New	+$190K	0.05%	115
2020 Q1	–	Sell	-3,000	Closed	-$227K	–	66
2019 Q4	$227K	Hold	3,000	–	–	0.13%	58
2019 Q3	$221K	Hold	3,000	–	–	0.13%	62
2019 Q2	$206K	Buy	+3,000	New	+$197K	0.14%	63
2018 Q4	–	Sell	-3,000	Closed	-$169K	–	197
2018 Q3	$169K	Buy	+3,000	New	+$174K	0.11%	65

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

Iron Gate Global Advisors's SRE Position: Q2 2026 in Review

Iron Gate Global Advisors held its Sempra (SRE) position steady in Q2 2026 at 3,000 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #87.

Iron Gate Global Advisors first reported a position in SRE in Q3 2018 and has held it in 23 quarters since. The position peaked at $292K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Iron Gate Global Advisors held 3,000 shares of Sempra worth $278K as of Q2 2026.
Iron Gate Global Advisors left its Sempra share count unchanged in Q2 2026.
Sempra made up 0.03% of Iron Gate Global Advisors's portfolio in Q2 2026, its #87 holding.
Iron Gate Global Advisors first reported a position in Sempra in Q3 2018 and has held it in 23 quarters since.
Iron Gate Global Advisors's Sempra position peaked at $292K in Q1 2026.
1,287 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.