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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,180 managers (1,208 13F filers) reported a position in SRE shares at 2024-12-31, 585,922,393 shares in all. 121 filers opened a position and 84 filers sold out during the quarter.

Managers
1,180
13F filers
1,208
New
121
Added
444
Reduced
375
Sold out
84
Shares held by filers
585,922,393

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Snowden Capital Advisors LLC18,835$1.66M0.05%-24813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP18,951$1.66M0.05%new13F-HRTimelineGroup
HB Wealth Management, LLC18,787$1.65M0.02%+3,65013F-HRTimeline
Enhancing Capital LLC18,600$1.63M1.3%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,098$1.59M0.01%-84313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC18,006$1.58M0.04%-6,91713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,969$1.58M<0.01%-70113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC17,865$1.57M<0.01%-16,02613F-HRTimelineGroup
WEDBUSH SECURITIES INC17,723$1.55M0.06%-1,18313F-HRTimeline
Brookmont Capital Management17,712$1.55M0.83%-37113F-HRTimeline
Fox Hill Wealth Management17,627$1.55M0.87%+4613F-HRTimeline
Sandy Spring Bank17,542$1.54M0.06%-24713F-HRTimeline
Northwest & Ethical Investments L.P.17,359$1.52M0.04%+14,95913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC17,258$1.51M1%+1113F-HRTimeline
Coastline Trust Co17,140$1.5M0.18%-33813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEXFORD CAPITAL LP17,123$1.5M0.38%-20,25413F-HRTimeline
Steward Partners Investment Advisory, L…17,011$1.49M0.01%+7,40213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,972$1.49M0.04%+10813F-HRTimeline
Stablepoint Partners, LLC16,936$1.49M0.27%+41013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.16,844$1.48M0.01%+5,41913F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd16,781$1.47M0.1%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC16,837$1.47M0.03%-99,24713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC16,455$1.44M0.01%-19,44113F-HRTimeline
44 WEALTH MANAGEMENT LLC16,332$1.43M0.55%-1,05113F-HRTimeline
Trivant Custom Portfolio Group, LLC16,282$1.43M0.83%-56013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.16,232$1.42M0.05%+39213F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC16,128$1.41M0.12%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC15,938$1.4M0.02%+3,28413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC15,810$1.39M0.02%+1,35813F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…15,654$1.37M0.02%13F-HRTimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI15,543$1.36M0.03%+3,71413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC15,374$1.35M0.05%013F-HRTimeline
MGO ONE SEVEN LLC15,368$1.35M0.05%+9,77213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,350$1.35M0.02%new13F-HRTimelineGroup
SWP FINANCIAL LLC15,313$1.34M0.81%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…15,162$1.33M0.04%-18413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.14,855$1.3M0.01%-7,07313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,828$1.3M0.25%-3,05313F-HRTimelineGroup
WHITTIER TRUST CO14,759$1.29M0.02%-9313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC14,753$1.29M0.51%+1,43613F-HRTimeline
CWM, LLCin group CWM, LLC14,747$1.29M0.01%+99813F-HRTimelineGroup
Ninepoint Partners LP14,731$1.29M0.21%+90213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,691$1.29M0.01%+57213F-HRTimelineGroup
Gotham Asset Management, LLC14,663$1.29M0.01%-13613F-HRTimeline
CENTAURUS FINANCIAL, INC.14,456$1.27M0.08%+4,93613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC14,340$1.26M0.01%-5,34713F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC14,079$1.24M0.16%+16513F-HRTimeline
Perigon Wealth Management, LLC14,687$1.23M0.03%-7813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY13,950$1.22M0.25%+1,90013F-HRTimeline
Sound Income Strategies, LLC13,889$1.22M0.08%-10513F-HRTimeline
Marion Wealth Management13,781$1.21M0.32%+21013F-HRTimeline
Lester Murray Antman dba SimplyRich13,772$1.21M0.34%+25213F-HRTimeline
USA FINANCIAL FORMULAS13,659$1.2M0.19%new13F-HRTimeline
Zions Bancorporation, N.A.13,493$1.18M0.07%+4,52113F-HRTimeline
UMB Bank, n.a.13,381$1.17M0.02%+37413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC13,341$1.17M0.1%+95013F-HRTimeline
Stonegate Investment Group, LLC13,331$1.17M0.03%-24613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,217$1.16M0.02%+1713F-HRTimelineGroup
V-Square Quantitative Management LLC13,128$1.15M0.16%-6513F-HRTimeline
Resolution Capital Ltd12,971$1.14M0.02%new13F-HRTimeline
&PARTNERS12,898$1.13M0.01%+8,73613F-HRTimeline
One Degree Advisors Inc13,182$1.1M0.45%-2,12613F-HRTimeline
Wealth High Governance Capital Ltda12,418$1.09M0.39%new13F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,392$1.09M+5,846Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…12,379$1.09M0.01%+10,31413F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS12,200$1.07M0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,130$1.06M0.01%-90113F-HRTimelineGroup
TI-TRUST, INC12,040$1.06M0.71%013F-HRTimeline
Aviso Financial Inc.11,850$1.04M0.05%+10013F-HRTimeline
Empowered Funds, LLC11,812$1.04M0.02%+1,06813F-HRTimeline
Trivium Point Advisory, LLC11,757$1.03M0.13%-44413F-HRTimeline
Cooper Financial Group11,710$1.03M0.12%+37013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding11,708$1.03M-402Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,582$1.02M0.02%+69913F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC11,532$1.01M0.13%-55713F-HRTimeline
Bleakley Financial Group, LLC11,367$997K0.03%+1,01213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,249$987K0.03%+1,00213F-HRTimelineGroup
Applied Finance Capital Management, LLC11,191$982K0.04%+53813F-HRTimeline
Quaero Capital S.A.11,080$972K1.24%+95013F-HRTimeline
SUMITOMO LIFE INSURANCE CO11,023$967K0.02%-33213F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV11,003$965K2.16%13F-HRTimeline
HighPoint Advisor Group LLC11,465$956K0.05%+66913F-HRTimeline
GREENLEAF TRUST10,862$953K0.01%+2,61913F-HRTimeline
Allworth Financial LP11,484$951K0.01%+3,34913F-HRTimeline
OLD NATIONAL BANCORP /IN/10,795$947K0.02%+33513F-HRTimeline
Ignite Planners, LLC10,764$944K0.21%+8613F-HRTimeline
Beacon Pointe Advisors, LLC10,751$943K0.01%+80313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC10,721$940K<0.01%013F-HRTimelineGroup
Jain Global LLC10,600$930K0.03%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,534$924K0.02%-5513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,503$921K<0.01%+31213F-HRTimelineGroup
Westmount Partners, LLC10,488$920K0.28%013F-HRTimeline
CHICAGO TRUST Co NA10,480$919K0.16%-45213F-HRTimeline
Parallel Advisors, LLC10,452$917K0.02%+19013F-HRTimeline
West Wealth Group, LLC10,404$913K0.27%-82013F-HRTimeline
Diligent Investors, LLC10,357$909K0.21%+2713F-HRTimeline
Prosperity Consulting Group, LLC10,340$907K0.07%+3613F-HRTimeline
Laird Norton Wetherby Wealth Management…10,302$904K0.04%-57613F-HRTimeline
Compound Planning, Inc.10,257$900K0.05%+70513F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding10,248$899K-4,074Timeline
Executive Wealth Management, LLC10,238$898K0.07%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC10,173$892K0.02%-1113F-HRTimeline
NORDEN GROUP LLC10,136$889K0.1%+6613F-HRTimeline
Watts Gwilliam & Co., LLC10,537$888K0.19%-7013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC10,100$886K0.24%new13F-HRTimeline
OneDigital Investment Advisors LLC10,056$882K0.01%+1713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,052$882K0.1%+3,91713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC10,008$877K<0.01%+18313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.9,798$866K0.03%+2,45313F-HRTimeline
AE Wealth Management LLC9,867$866K0.01%+4,78813F-HRTimeline
Machina Capital S.A.S.9,846$864K0.36%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,769$857K0.02%+313F-HRTimelineGroup
Prudent Man Advisors, LLC9,685$850K0.31%-99013F-HRTimeline
Cohen Klingenstein LLC9,600$842K0.03%013F-HRTimeline
Strategic Investment Advisors / MI9,475$831K0.09%-5113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,463$830K0.01%+72213F-HRTimeline
Claro Advisors Inc.9,366$822K0.11%-7613F-HRTimeline
MUFG SECURITIES AMERICAS INC.9,350$820K0.1%13F-HRTimeline
WEST PACES ADVISORS INC.9,306$816K0.2%-23013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,204$807K0.01%+2,63513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…9,732$806K0.05%-13013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9,150$803K0.6%-1,70213F-HRTimeline
Grove Bank & Trust9,095$798K0.11%-1,50413F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…9,061$795K0.01%-105,18413F-HRTimeline
Mechanics Bank Trust Department9,000$789K0.11%-64013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC8,992$789K0.36%-48913F-HRTimeline
Coppell Advisory Solutions LLC9,019$788K0.11%-29313F-HRTimeline
Andrew Hill Investment Advisors, Inc.8,914$782K0.58%new13F-HRTimeline
Cornerstone Planning, LLC8,875$779K0.3%13F-HRTimeline
Burford Brothers, Inc.8,845$776K0.38%-1,11213F-HRTimeline
Cohen Capital Management, Inc.8,800$772K0.13%013F-HRTimeline
Quotient Wealth Partners, LLC8,745$767K0.03%-2,81513F-HRTimeline
Avestar Capital, LLC8,671$762K0.07%+7813F-HRTimeline
NorthCoast Asset Management LLC8,647$759K<0.01%+57713F-HR/ATimeline
OSSIAM8,593$754K0.01%+2,40913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,572$752K0.02%+1,45513F-HRTimeline
Sequoia Financial Advisors, LLC8,554$750K0.01%+1,53413F-HR/ATimeline
Mendel Money Management8,409$738K0.33%+5513F-HRTimeline
Mesirow Financial Investment Management…8,403$737K0.01%+1613F-HRTimeline
Ipsen Advisor Group LLC8,391$736K0.63%13F-HRTimeline
COOKSON PEIRCE & CO INC8,339$731K0.03%+97413F-HRTimeline
Venturi Wealth Management, LLC8,246$723K0.04%+10713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,080$714K0.02%-1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC8,036$705K0.02%-1,12313F-HRTimeline
RWA WEALTH PARTNERS, LLC7,852$689K0.01%-4413F-HRTimeline
Arax Advisory Partners7,818$686K0.04%+7,01613F-HRTimeline
My Legacy Advisors, LLC8,211$677K0.26%-16213F-HRTimeline
Gilman Hill Asset Management, LLC7,698$675K0.12%-51013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,581$670K0.02%-40313F-HRTimeline
BW Gestao de Investimentos Ltda.7,582$665K0.03%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…7,581$665K0.09%+513F-HRTimeline
PETRA FINANCIAL ADVISORS INC7,549$662K0.45%+1113F-HRTimeline
SMITH, MOORE & CO.7,542$662K0.06%-30013F-HRTimeline
Safeguard Investment Advisory Group, LLC7,542$662K0.18%-8213F-HRTimeline
Amica Retiree Medical Trust7,505$658K0.62%-65313F-HRTimeline
SGL Investment Advisors, Inc.7,888$654K0.33%+4113F-HRTimeline
Intrua Financial, LLC7,428$652K0.11%-51613F-HRTimeline
Avantax Planning Partners, Inc.7,423$651K0.02%+14713F-HRTimeline
WEALTH ALLIANCE, LLC7,394$649K0.08%-14813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,386$648K-59Timeline
SIGNATUREFD, LLC7,276$638K0.01%+24713F-HRTimeline
BRIGHTON JONES LLC7,248$636K0.02%+10013F-HR/ATimeline
Ariston Services Group7,218$633K0.55%-1013F-HRTimeline
Financial Management Professionals, Inc.7,187$630K0.08%+86913F-HRTimeline
IEQ CAPITAL, LLC7,147$627K0.01%-11,02013F-HRTimeline
Aaron Wealth Advisors LLC7,111$624K0.07%-1,19313F-HRTimeline
Mosley Wealth Management7,551$619K0.38%+55613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC7,004$615K0.06%new13F-HRTimelineGroup
MARINER INVESTMENT GROUP LLC7,000$614K0.12%new13F-HRTimeline
Alpha Cubed Investments, LLC6,966$611K0.03%-94813F-HRTimeline
Legacy Capital Wealth Partners, LLC6,907$606K0.15%-24213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,905$606K<0.01%+3,28613F-HRTimelineGroup
Alan B Lancz & Associates, Inc.6,900$605K0.61%-90013F-HRTimeline
Heritage Wealth Management, Inc.6,867$602K0.2%013F-HRTimeline
Stanley-Laman Group, Ltd.6,847$601K0.08%-613F-HRTimeline
Siemens Fonds Invest GmbH6,855$600K0.04%013F-HR/ATimeline
Checchi Capital Advisers, LLC6,835$600K0.04%+8213F-HRTimeline
Advisory Alpha, LLC6,832$599K0.02%+5213F-HRTimeline
NorthRock Partners, LLC6,784$599K0.02%+11013F-HR/ATimeline
Town & Country Bank & Trust CO dba Firs…6,807$597K0.23%013F-HRTimeline
SCP Investment, LP6,800$596K0.46%new13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.6,775$594K0.48%-43513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC6,754$592K0.12%+1,63113F-HRTimeline
SYNOVUS FINANCIAL CORP6,743$591K0.01%-10313F-HRTimeline
ELCO Management Co., LLC6,740$591K0.31%-213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,677$586K0.06%+15513F-HRTimeline
AMI ASSET MANAGEMENT CORP6,618$581K0.03%-18413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,575$577K0.01%+3,75013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,955$576K<0.01%+1,43513F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,511$571K0.1%013F-HRTimelineGroup
Mediolanum International Funds Ltd6,541$570K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,435$564K0.11%+1,25113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,425$564K0.01%013F-HRTimeline
Sigma Planning Corp6,423$563K0.02%+24913F-HRTimeline
Octavia Wealth Advisors, LLC6,372$563K0.07%-1313F-HRTimeline
Sunbelt Securities, Inc.6,443$563K0.05%-6713F-HRTimeline
MAI Capital Management6,372$559K<0.01%+1,09613F-HRTimeline
HCR Wealth Advisors6,371$559K0.07%+3313F-HRTimeline
Old Port Advisors6,364$558K0.16%-2213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,296$556K0.01%+2513F-HRTimeline