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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,119 managers (1,149 13F filers) reported a position in SRE shares at 2025-03-31, 581,672,344 shares in all. 117 filers opened a position and 170 filers sold out during the quarter.

Managers
1,119
13F filers
1,149
New
117
Added
427
Reduced
419
Sold out
170
Shares held by filers
581,672,344

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Empirical Finance, LLC21,715$1.55M0.09%+44713F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP21,712$1.55M0.11%-1,15013F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC21,696$1.55M0.11%-2,95013F-HRTimeline
OSTRUM ASSET MANAGEMENT21,246$1.52M0.08%+38213F-HRTimeline
Mutual Advisors, LLC20,201$1.51M0.04%-1,57513F-HRTimeline
Northwest & Ethical Investments L.P.20,529$1.46M0.04%+3,17013F-HRTimeline
CWM, LLCin group CWM, LLC20,463$1.46M0.01%+5,71613F-HRTimelineGroup
Asset Planning,Inc20,441$1.46M1.14%+25713F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV20,311$1.45M1.95%+9,30813F-HRTimeline
GAM Holding AGin group GAM Holding AG20,143$1.44M0.11%new13F-HRTimelineGroup
DLK Investment Management, LLC20,127$1.44M0.6%-1,40013F-HRTimeline
Petix & Botte Co20,000$1.43M0.38%013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD20,000$1.43M0.31%new13F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.19,892$1.42M0.05%+3,66013F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation19,750$1.41M0.02%-6,44913F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC19,736$1.41M0.05%-9,18013F-HRTimeline
Community Bank, N.A.19,590$1.4M0.19%-1,34013F-HRTimeline
J.W. COLE ADVISORS, INC.19,557$1.4M0.04%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC19,412$1.39M0.02%+3,47413F-HRTimelineGroup
Pensionfund Sabicin group Pensionfund PDN19,400$1.38M0.41%-2,00013F-HRTimelineGroup
Assenagon Asset Management S.A.19,350$1.38M<0.01%-29,99613F-HRTimeline
CENTRAL TRUST Co19,311$1.38M0.03%-30413F-HRTimeline
Sowell Financial Services LLC19,278$1.38M0.06%-19713F-HRTimeline
Spinnaker Investment Group, LLC18,999$1.36M0.31%-3213F-HRTimeline
South Dakota Investment Council18,987$1.35M0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,834$1.34M0.02%-40713F-HRTimelineGroup
GTS SECURITIES LLC18,780$1.34M0.06%+14,88513F-HRTimeline
Enhancing Capital LLC18,600$1.33M1.06%013F-HRTimeline
Stablepoint Partners, LLC18,521$1.32M0.24%+1,58513F-HRTimeline
Prime Capital Investment Advisors, LLC18,520$1.32M0.02%+2,71013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,352$1.31M0.01%+25413F-HRTimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI18,276$1.3M0.03%+2,73313F-HRTimeline
Empowered Funds, LLC18,008$1.29M0.02%+6,19613F-HRTimeline
Steward Partners Investment Advisory, L…17,938$1.28M0.01%+92713F-HRTimeline
GARDA CAPITAL PARTNERS LP17,932$1.28M0.72%new13F-HRTimeline
MKT Advisors LLC19,763$1.26M0.59%-37713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC17,639$1.26M0.16%+6,10713F-HRTimeline
MGO ONE SEVEN LLC17,454$1.25M0.05%+2,08613F-HRTimeline
WEDBUSH SECURITIES INC17,420$1.24M0.05%-30313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC17,210$1.23M0.83%-4813F-HRTimeline
Snowden Capital Advisors LLC16,933$1.22M0.04%-1,90213F-HRTimeline
VCI Wealth Management LLC17,082$1.22M0.51%new13F-HRTimeline
Brookmont Capital Management17,075$1.22M0.69%-63713F-HRTimeline
Campbell & CO Investment Adviser LLC16,946$1.21M0.09%new13F-HRTimeline
Trexquant Investment LP16,848$1.2M0.01%new13F-HRTimeline
Sandy Spring Bank16,778$1.2M0.05%-76413F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP17,054$1.19M0.16%-8,39113F-HRTimeline
Trivant Custom Portfolio Group, LLC16,528$1.18M0.68%+24613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY16,300$1.16M0.24%+2,35013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC16,299$1.16M0.01%-15613F-HRTimeline
Coastline Trust Co16,220$1.16M0.14%-92013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREENWOOD CAPITAL ASSOCIATES LLC15,708$1.12M0.15%+1,62913F-HRTimeline
HB Wealth Management, LLC15,498$1.11M0.01%-3,28913F-HRTimeline
Dynamic Advisor Solutions LLC15,403$1.1M0.04%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,371$1.1M<0.01%-1,47313F-HRTimelineGroup
SWP FINANCIAL LLC15,313$1.09M0.67%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.15,255$1.09M0.01%+40013F-HRTimeline
CENTAURUS FINANCIAL, INC.15,172$1.08M0.07%+71613F-HRTimeline
Pandora Wealth, Inc.15,132$1.08M0.71%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,121$1.08M0.07%13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,098$1.08M0.02%-25213F-HRTimelineGroup
WOLVERINE TRADING, LLC15,301$1.07M0.03%+11,26513F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.14,928$1.07M0.28%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,882$1.06M0.03%-3,12413F-HRTimeline
Advisors Asset Management, Inc.14,841$1.06M0.02%-26,56013F-HR/ATimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…15,162$1.06M0.03%013F-HRTimelineGroup
WHITTIER TRUST CO14,694$1.05M0.01%-6513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC14,541$1.04M0.41%-21213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,505$1.04M0.02%-16,08013F-HRTimelineGroup
Perigon Wealth Management, LLC14,417$1.03M0.03%-27013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,404$1.03M0.2%-42413F-HRTimelineGroup
Quaero Capital S.A.14,306$1.02M1.45%+3,22613F-HRTimeline
&PARTNERS14,565$1.02M0.01%+1,66713F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,153$1.01M0.22%+7,39913F-HRTimeline
Point72 Hong Kong Ltd14,052$1M0.07%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise14,037$1M0.04%13F-HRTimelineGroup
UMB Bank, n.a.13,911$993K0.02%+53013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC13,889$991K0.06%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,874$990K0.04%-1,50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,841$988K<0.01%-4,12813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co13,574$969K0.01%+35713F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP13,472$961K0.44%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
V-Square Quantitative Management LLC13,469$961K0.14%+34113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,244$947K-148Timeline
HighPoint Advisor Group LLC12,530$944K0.05%+1,06513F-HRTimeline
One Degree Advisors Inc13,182$940K0.39%013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…13,111$936K0.08%+2,86313F-HRTimelineGroup
Stonegate Investment Group, LLC12,912$921K0.02%-41913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,694$906K0.01%+7,06913F-HRTimeline
Ignite Planners, LLC12,025$898K0.18%+1,26113F-HRTimeline
Lester Murray Antman dba SimplyRich12,511$892K0.26%-1,26113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,697$881K0.06%+9,01313F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,277$876K0.01%+1,52613F-HRTimeline
Union Bancaire Privee, UBP SA13,431$876K0.02%-342,52813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,269$875K0.06%+6,95313F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS12,200$871K0.02%013F-HRTimeline
TWINBEECH CAPITAL LP12,103$864K0.02%new13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…12,378$863K0.01%-3,27613F-HRTimelineGroup
TI-TRUST, INC12,040$859K0.57%013F-HRTimeline
Cooper Financial Group11,981$855K0.11%+27113F-HRTimeline
Allworth Financial LP11,402$850K<0.01%-8213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,728$837K0.03%+47913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,691$834K0.01%-43913F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC11,540$824K0.38%+2,54813F-HRTimeline
Applied Finance Capital Management, LLC11,334$809K0.06%+14313F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding11,305$807K-403Timeline
MUFG SECURITIES AMERICAS INC.11,212$800K0.09%+1,86213F-HRTimeline
Alpha Cubed Investments, LLC11,126$794K0.04%+4,16013F-HRTimeline
Merit Financial Group, LLC11,107$793K0.01%+7,01213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,089$791K0.02%new13F-HRTimelineGroup
NorthCoast Asset Management LLC11,026$787K<0.01%+2,37913F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC10,862$775K0.02%+32813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,862$775K0.02%-72013F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO10,861$775K0.03%-16213F-HRTimeline
OneDigital Investment Advisors LLC10,820$772K0.01%+76413F-HRTimeline
Larson Financial Group LLC10,819$772K0.04%+5,59813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,812$772K0.01%-3,87913F-HRTimelineGroup
Watts Gwilliam & Co., LLC10,807$771K0.17%+27013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC10,721$765K<0.01%013F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP10,652$760K0.04%+4,03413F-HRTimeline
Grove Bank & Trust10,600$756K0.1%+1,50513F-HRTimeline
Trivium Point Advisory, LLC10,585$755K0.09%-1,17213F-HRTimeline
SG Americas Securities, LLC10,548$753K<0.01%+8,67113F-HRTimeline
Diligent Investors, LLC10,527$751K0.18%+17013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,459$746K<0.01%-4413F-HRTimelineGroup
Bleakley Financial Group, LLC10,443$745K0.02%-92413F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,419$744K0.01%new13F-HRTimelineGroup
Petrus Trust Company, LTA10,222$729K0.07%new13F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,200$728K0.29%new13F-HRTimeline
CHICAGO TRUST Co NA10,185$727K0.13%-29513F-HRTimeline
WESPAC Advisors, LLC10,153$725K0.59%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC10,100$721K0.19%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,059$718K0.01%-4,28113F-HRTimelineGroup
GREENLEAF TRUST10,046$717K0.01%-81613F-HRTimeline
Leonteq Securities AG10,024$712K0.05%+7,07513F-HRTimeline
West Wealth Group, LLC9,928$710K0.21%-47613F-HRTimeline
B. Riley Wealth Advisors, Inc.9,906$707K0.02%+10813F-HRTimeline
Van Hulzen Asset Management, LLC9,875$705K0.06%+4,01613F-HRTimeline
Westmount Partners, LLC9,842$702K0.21%-64613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,790$699K0.01%+2113F-HRTimelineGroup
Sompo Asset Management Co., Ltd.9,790$699K0.13%+3,68013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,782$698K0.01%+31913F-HRTimeline
Premier Fund Managers Ltd10,000$697K0.03%-22,50013F-HRTimeline
COOKSON PEIRCE & CO INC9,656$689K0.03%+1,31713F-HRTimeline
Safeguard Investment Advisory Group, LLC9,635$688K0.19%+2,09313F-HRTimeline
Cohen Klingenstein LLC9,600$685K0.02%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC9,493$677K0.01%+3,69313F-HR/ATimelineGroup
Prosperity Consulting Group, LLC9,380$669K0.05%-96013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,311$664K0.08%-74113F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9,131$652K0.49%-1913F-HRTimeline
Strategic Investment Advisors / MI9,130$652K0.07%-34513F-HRTimeline
Claro Advisors Inc.8,903$635K0.09%-46313F-HRTimeline
Ipsen Advisor Group LLC8,883$634K0.55%+49213F-HRTimeline
Cohen Capital Management, Inc.8,800$628K0.11%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,764$625K0.01%-45,21813F-HRTimeline
NORDEN GROUP LLC8,706$621K0.07%-1,43013F-HRTimeline
Parallel Advisors, LLC8,608$614K0.01%-1,84413F-HRTimeline
Mechanics Bank Trust Department8,550$610K0.08%-45013F-HRTimeline
44 WEALTH MANAGEMENT LLC8,491$606K0.23%-7,84113F-HRTimeline
Venturi Wealth Management, LLC8,425$601K0.03%+17913F-HRTimeline
Mesirow Financial Investment Management…8,421$601K0.01%+1813F-HRTimeline
My Legacy Advisors, LLC8,412$600K0.23%+20113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,378$598K<0.01%-1,63013F-HRTimelineGroup
WEST PACES ADVISORS INC.8,376$598K0.14%-93013F-HRTimeline
Mendel Money Management8,346$596K0.28%-6313F-HRTimeline
GAMMA Investing LLC8,297$592K0.04%-5,04413F-HR/ATimeline
Intrua Financial, LLC8,246$588K0.09%+81813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,169$583K0.01%+13313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,080$582K0.02%013F-HRTimeline
INCEPTIONR LLC8,130$580K0.17%new13F-HRTimeline
SIMPLEX TRADING, LLC8,068$575K0.02%-16,48513F-HRTimeline
Clearstead Advisors, LLC8,055$575K0.01%+1,83713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,038$574K0.1%+1,60313F-HRTimeline
Coppell Advisory Solutions LLC7,528$567K0.08%-1,49113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,914$565K0.07%-19,21913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,742$552K<0.01%-1,46213F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…7,655$546K0.01%+5,15313F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,648$546K0.02%+1,45613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,615$543K0.01%-95713F-HRTimeline
Patriot Financial Group Insurance Agenc…7,587$541K0.07%+613F-HRTimeline
Sequoia Financial Advisors, LLC7,569$540K<0.01%-98513F-HRTimeline
Compound Planning, Inc.7,552$539K0.02%-2,70513F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…7,551$539K<0.01%new13F-HRTimeline
ELCO Management Co., LLC7,500$535K0.3%+76013F-HRTimeline
SMITH, MOORE & CO.7,440$531K0.05%-10213F-HRTimeline
BRIGHTON JONES LLC7,415$529K0.02%+16713F-HRTimeline
Avantax Planning Partners, Inc.7,407$529K0.02%-1613F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,386$527K0.01%+3,81013F-HRTimeline
Siemens Fonds Invest GmbH7,348$524K0.04%+49313F-HRTimeline
Financial Management Professionals, Inc.7,331$523K0.07%+14413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,300$521K0.01%-9,67213F-HRTimeline
Legacy Capital Wealth Partners, LLC7,216$515K0.13%+30913F-HRTimeline
Aigen Investment Management, LP7,209$514K0.08%new13F-HRTimeline
Ariston Services Group7,182$513K0.43%-3613F-HRTimeline
WEALTH ALLIANCE, LLC7,156$511K0.06%-23813F-HRTimeline
Checchi Capital Advisers, LLC7,152$510K0.04%+31713F-HRTimeline
Advisory Alpha, LLC7,087$506K0.02%+25513F-HR/ATimeline
MAI Capital Management7,039$502K<0.01%+66713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,011$500K-375Timeline
SIGNATUREFD, LLC6,942$495K0.01%-33413F-HRTimeline