Position in SRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$556
-$124 QoQ
Shares Held
6
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,267
of 1,283 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026IMA Advisory Services, Inc. holds $10,598 across 2 Utilities - Diversified names. SRE ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
|
685 | $10,042 | |
| 2 | SRE |
Sempra
This page
|
6 | $556 |
All Filings in SRE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556 | 6 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $680 | 7 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $618 | 7 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $629 | 7 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $530 | 7 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||