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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,245 managers (1,288 13F filers) reported a position in SRE shares at 2026-06-30, 602,448,927 shares in all. 106 filers opened a position and 98 filers sold out during the quarter.

Managers
1,245
13F filers
1,288
New
106
Added
513
Reduced
435
Sold out
98
Shares held by filers
602,448,927

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FOUNDERS FINANCIAL SECURITIES LLC23,247$2.16M0.11%+72013F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,043$2.14M0.08%+19,06813F-HRTimeline
Alaethes Wealth, LLC22,853$2.13M0.62%+11613F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.23,001$2.13M0.13%+58413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,754$2.11M0.02%+63613F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC22,746$2.11M0.11%013F-HRTimeline
HB Wealth Management, LLC22,574$2.09M0.01%+1,65813F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC22,510$2.09M0.61%-22013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.22,439$2.08M0.14%+4813F-HRTimeline
MKT Advisors LLC21,872$2.07M0.64%+1,07313F-HRTimeline
EFG International AGin group EFG International AG22,112$2.05M0.04%013F-HRTimelineGroup
Empirical Finance, LLC21,944$2.03M0.08%+77613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC21,823$2.02M0.04%-1,23513F-HRTimelineGroup
Advisor Resource Council21,690$2.02M0.67%+50913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC21,624$2M0.2%+2,20613F-HRTimeline
CHOREO, LLC21,603$2M0.02%+1,25913F-HRTimeline
GAMMA Investing LLC20,940$1.94M0.07%+3,13913F-HRTimeline
Petix & Botte Co20,694$1.92M0.39%+10,34713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY20,500$1.9M0.36%+70013F-HRTimeline
PROFUND ADVISORS LLC20,467$1.9M0.05%-1,80213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,952$1.89M0.01%+10,37913F-HRTimelineGroup
Premier Fund Managers Ltd20,000$1.88M0.17%-3,00013F-HRTimeline
Asset Planning,Inc20,203$1.87M1.21%+10113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,120$1.87M-366Timeline
Waverly Advisors, LLC19,925$1.85M0.01%+5,68413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC19,775$1.83M0.06%-5713F-HRTimeline
Financial Alternatives, Inc19,741$1.83M0.9%-1713F-HRTimeline
Stablepoint Partners, LLC19,693$1.83M0.25%-6913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC19,487$1.81M0.02%new13F-HRTimelineGroup
Advisors Asset Management, Inc.19,486$1.81M0.03%+75413F-HRTimeline
North Dakota State Investment Board19,410$1.8M0.07%+50013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…19,146$1.79M0.03%-80013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.18,756$1.74M0.03%new13F-HRTimeline
Bleakley Financial Group, LLC18,734$1.74M0.02%+5,28913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP18,729$1.74M0.11%-2,54913F-HRTimelineGroup
Enhancing Capital LLC18,600$1.72M1.19%013F-HRTimeline
Lester Murray Antman dba SimplyRich16,468$1.72M0.4%+5,02713F-HRTimeline
BANK OZK18,182$1.69M0.5%new13F-HRTimeline
Allworth Financial LP18,169$1.68M0.01%+3,59213F-HRTimeline
Farther Finance Advisors, LLC17,632$1.64M0.01%+79413F-HRTimeline
SCP Investment, LP17,600$1.63M1.5%+2,00013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,533$1.63M0.01%-39513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,491$1.62M0.03%-213F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC17,388$1.6M0.06%-25913F-HRTimeline
Brookmont Capital Management17,295$1.6M0.86%+6913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…17,247$1.6M0.13%-1,01613F-HRTimelineGroup
Dynamic Advisor Solutions LLC17,177$1.59M0.05%-65513F-HRTimeline
Krilogy Financial LLC17,154$1.59M0.05%+4,15713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,711$1.55M<0.01%-2,215,01713F-HRTimelineGroup
WEDBUSH SECURITIES INC16,554$1.53M0.04%-16813F-HRTimeline
Apriem Advisors16,461$1.53M0.13%+12513F-HRTimeline
Beacon Pointe Advisors, LLC16,389$1.52M0.01%-53513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC16,391$1.52M0.12%-1,72213F-HRTimeline
OFI INVEST ASSET MANAGEMENT16,380$1.52M0.02%+1,47913F-HRTimeline
COOKSON PEIRCE & CO INC16,321$1.51M0.05%+74313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,258$1.51M<0.01%+1,66113F-HRTimelineGroup
CENTRAL TRUST Co15,691$1.45M0.03%+4013F-HRTimeline
Wahed Invest LLC15,560$1.44M0.15%-92013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,442$1.44M0.03%-32513F-HRTimeline
Ninepoint Partners LP15,358$1.42M0.13%013F-HRTimeline
SWP FINANCIAL LLC15,325$1.42M0.66%+1213F-HRTimeline
South Dakota Investment Council15,187$1.41M0.02%013F-HRTimeline
Trivant Custom Portfolio Group, LLC15,031$1.39M0.74%-26913F-HRTimeline
MIRAMONTES CAPITAL, LLC15,011$1.39M0.43%-1,52013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,888$1.39M0.02%+3213F-HRTimeline
Entropy Technologies, LP14,788$1.37M0.05%-28,34613F-HRTimeline
MGO ONE SEVEN LLC14,743$1.37M0.02%-92013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.14,681$1.36M0.01%-5,35213F-HRTimeline
Sound Income Strategies, LLC14,469$1.34M0.06%-9613F-HRTimeline
Highview Capital Management LLC/DE/14,458$1.34M0.39%-5913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,427$1.34M0.01%+1,84413F-HRTimelineGroup
UMB Bank, n.a.14,422$1.34M0.02%+3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hilltop National Bank14,394$1.33M0.28%+14,24113F-HRTimeline
Prime Capital Investment Advisors, LLC14,170$1.31M0.01%-1,69513F-HRTimeline
WHITTIER TRUST CO14,069$1.31M0.01%-16413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,053$1.3M0.01%+77813F-HRTimelineGroup
Caldwell Trust Co13,998$1.3M0.1%+12,02813F-HRTimeline
Sowell Financial Services LLC13,978$1.3M0.04%-81313F-HRTimeline
Arkadios Wealth Advisors13,870$1.29M0.02%-1,42513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,717$1.27M0.02%-2,18213F-HRTimeline
Snowden Capital Advisors LLC13,538$1.26M0.03%-51713F-HRTimeline
Dockside LLC13,410$1.24M0.29%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,336$1.24M0.01%-48613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC13,188$1.22M0.63%-1,18713F-HRTimeline
DLK Investment Management, LLC16,030$1.22M0.52%+2,45013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,001$1.21M<0.01%+28513F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC12,903$1.2M0.36%+2,25813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,652$1.17M0.04%-1,34413F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.12,645$1.17M0.13%+47913F-HR/ATimeline
CENTAURUS FINANCIAL, INC.12,613$1.17M0.05%-1,38513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,572$1.17M-3,723Timeline
SCOTIA CAPITAL INC.12,495$1.16M<0.01%+4,00413F-HRTimeline
BRIGHTON JONES LLC12,421$1.15M0.02%+2,13013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC12,367$1.15M0.01%-22,65513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,262$1.14M0.01%+99613F-HRTimelineGroup
Tema ETFs LLC12,238$1.13M0.04%+1,16013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS12,200$1.13M0.02%013F-HRTimeline
Headlands Technologies LLC12,196$1.13M0.12%+8,38813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co12,150$1.13M0.01%+1,15713F-HRTimelineGroup
MASTERINVEST Kapitalanlage GmbH12,131$1.12M0.1%+46013F-HRTimeline
One Degree Advisors Inc12,306$1.12M0.25%-44613F-HRTimeline
TI-TRUST, INC12,040$1.12M0.6%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC12,007$1.11M0.44%+4,02813F-HRTimeline
Parallel Advisors, LLC11,985$1.11M0.02%+21313F-HRTimeline
Orin Green Financial, LLC11,891$1.1M0.41%-12,04813F-HRTimeline
Xcelsior Advisor Partners LLC11,821$1.1M0.14%+5,04613F-HRTimeline
Savvy Advisors, Inc.11,808$1.09M0.02%+1,51213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC11,804$1.09M0.04%-1,72013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,689$1.08M0.01%-25313F-HR/ATimeline
Indivisible Partners11,668$1.08M0.06%+1,87313F-HRTimeline
SIGNATUREFD, LLC11,424$1.06M0.01%-2513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,273$1.05M0.01%-2,71713F-HRTimelineGroup
EVENTIDE ASSET MANAGEMENT, LLC11,067$1.04M0.01%+1,05313F-HRTimeline
LGT Group Foundationin group LGT Group Foundation11,149$1.03M0.01%-4,18613F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC11,103$1.03M0.02%new13F-HRTimeline
Private Advisor Group, LLC11,085$1.03M<0.01%+1,93413F-HRTimeline
Generali Investments, Management Co LLC11,084$1.03M0.22%+2,17013F-HRTimeline
NorthRock Partners, LLC10,973$1.02M0.01%+22613F-HRTimeline
Steward Partners Investment Advisory, L…10,825$1M0.01%-5,62013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,696$992K0.01%+9213F-HRTimelineGroup
West Wealth Group, LLC10,696$992K0.16%-16613F-HRTimeline
GREENLEAF TRUST10,560$979K0.01%-8813F-HRTimeline
Van Hulzen Asset Management, LLC10,550$978K0.07%+35413F-HRTimeline
Procyon Advisors, LLC10,544$978K0.04%+57213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,483$972K0.01%-26,24613F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP10,454$969K0.05%new13F-HRTimeline
GAM Holding AGin group GAM Holding AG10,413$965K0.07%-7513F-HRTimelineGroup
Chicago Partners Investment Group LLC10,129$946K0.02%+1,85013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,364$946K+5,848Timeline
AMI ASSET MANAGEMENT CORP10,200$946K0.05%+12013F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,200$946K0.35%013F-HRTimeline
Confluence Wealth Services, Inc.10,158$942K0.03%+5,59013F-HRTimeline
Applied Finance Capital Management, LLC10,111$937K0.07%-1,15913F-HRTimeline
CHICAGO TRUST Co NA10,077$934K0.14%013F-HRTimeline
Cooper Financial Group10,042$931K0.08%-84913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,937$921K-853Timeline
EntryPoint Capital, LLC9,821$911K0.22%013F-HRTimeline
SUMITOMO LIFE INSURANCE CO9,790$908K0.01%-54613F-HRTimeline
OneDigital Investment Advisors LLC9,780$907K0.01%-18413F-HRTimeline
Ipsen Advisor Group LLC9,738$903K0.58%+4213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,694$899K0.02%-8813F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC9,600$890K0.19%new13F-HRTimeline
Cohen Klingenstein LLC9,600$890K0.03%013F-HRTimeline
Siemens Fonds Invest GmbH9,534$884K0.04%+26313F-HRTimeline
Westmount Partners, LLC9,449$876K0.19%013F-HRTimeline
Smartleaf Asset Management LLC9,266$870K0.03%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,350$867K0.01%+1213F-HRTimelineGroup
Independent Advisor Alliance9,099$844K0.02%-28013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9,089$843K0.51%-6513F-HRTimeline
Engineers Gate Manager LP9,049$839K0.01%+6,29813F-HRTimeline
PETRA FINANCIAL ADVISORS INC9,004$835K0.39%+2,97213F-HRTimeline
FourThought Financial Partners, LLC8,966$831K0.06%new13F-HRTimeline
Hartford Funds Management Co LLC8,927$828K0.07%-23713F-HRTimeline
Vise Technologies, Inc.8,869$822K0.01%+91713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,833$819K0.01%-1,04213F-HRTimeline
Cohen Capital Management, Inc.8,800$816K0.11%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP8,778$814K0.15%new13F-HR/ATimeline
Frec Markets, Inc.in group Frec Markets, Inc.8,776$814K0.07%+1,78713F-HRTimelineGroup
Quotient Wealth Partners, LLC8,721$809K0.02%+3713F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,670$804K0.02%-24613F-HRTimeline
Claro Advisors Inc.8,661$803K0.08%+8413F-HRTimeline
AlphaGrep UK Ltd8,633$800K0.24%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,620$799K0.01%-42213F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.8,459$784K0.41%+29513F-HRTimeline
RFG Advisory, LLC8,358$775K0.01%new13F-HRTimeline
Strategic Investment Advisors / MI8,240$764K0.05%-54413F-HRTimeline
Grove Bank & Trust8,216$762K0.08%+8013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,080$754K0.02%013F-HRTimeline
Perennial Investment Advisors, LLC8,063$748K0.05%+2,47113F-HRTimeline
WEST PACES ADVISORS INC.8,057$747K0.13%+78513F-HRTimeline
Clearstead Advisors, LLC8,048$746K0.01%+1,48313F-HRTimeline
Venturi Wealth Management, LLC7,948$737K0.03%-61613F-HRTimeline
Gratus Wealth Advisors, LLC7,939$736K0.09%new13F-HRTimeline
Mesirow Financial Investment Management…7,925$735K0.01%+5413F-HRTimeline
Ignite Planners, LLC7,902$733K0.1%-5213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,743$732K0.01%-13013F-HRTimeline
Crestwood Advisors Group, LLC7,804$724K0.01%-1,11513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,780$721K0.15%-57613F-HRTimeline
Compound Planning, Inc.7,692$713K0.02%-52613F-HRTimeline
Global Retirement Partners, LLC7,636$708K0.01%13F-HRTimeline
AlphaCore Capital LLC7,600$705K0.01%+2,22413F-HRTimeline
Advisory Alpha, LLC7,592$704K0.02%+5813F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,470$693K0.01%+15613F-HRTimeline
Capital Investment Advisors, LLC7,464$692K0.01%-5113F-HRTimeline
Meridian Wealth Management, LLC7,444$690K0.02%+83713F-HRTimeline
Patriot Financial Group Insurance Agenc…7,438$690K0.07%-7,15613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,435$689K0.05%-43713F-HRTimelineGroup
Avantax Planning Partners, Inc.7,407$687K0.02%013F-HRTimeline
OSSIAM7,360$682K0.01%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,328$679K0.02%+8213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,319$679K0.01%-18613F-HRTimeline
Jacobi Capital Management LLC7,289$676K0.03%+24813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,271$674K0.04%-14,11513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC7,241$671K0.05%+1,18913F-HRTimeline
TWINBEECH CAPITAL LP7,179$666K0.12%new13F-HRTimeline
Financial Management Professionals, Inc.7,022$656K0.06%+2213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,008$650K0.01%-19113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,002$649K<0.01%+1,80713F-HRTimeline
Safeguard Investment Advisory Group, LLC6,914$641K0.15%+613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,894$639K<0.01%-30,13213F-HRTimelineGroup