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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,100 managers (1,124 13F filers) reported a position in SRE shares at 2025-06-30, 587,650,092 shares in all. 97 filers opened a position and 122 filers sold out during the quarter.

Managers
1,100
13F filers
1,124
New
97
Added
469
Reduced
358
Sold out
122
Shares held by filers
587,650,092

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DLK Investment Management, LLC19,127$1.45M0.55%-1,00013F-HRTimeline
Stablepoint Partners, LLC19,057$1.44M0.25%+53613F-HRTimeline
Spinnaker Investment Group, LLC18,999$1.44M0.34%013F-HRTimeline
South Dakota Investment Council18,987$1.44M0.03%013F-HRTimeline
VCI Wealth Management LLC18,874$1.43M0.5%+1,79213F-HRTimeline
Sowell Financial Services LLC18,860$1.43M0.06%-41813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,819$1.43M0.01%-1513F-HRTimelineGroup
Enhancing Capital LLC18,600$1.41M1.07%013F-HRTimeline
CENTRAL TRUST Co18,537$1.4M0.03%-77413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC18,467$1.4M0.16%+82813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,444$1.4M0.01%+9213F-HRTimelineGroup
Schonfeld Strategic Advisors LLC18,251$1.38M0.01%-30,92313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC18,191$1.38M0.17%+2,48313F-HRTimeline
DAVENPORT & Co LLC18,167$1.37M0.01%new13F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN17,900$1.36M0.38%-1,50013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC17,538$1.33M<0.01%-46,02613F-HR/ATimelineGroup
Advisors Asset Management, Inc.17,238$1.31M0.02%+2,39713F-HR/ATimeline
DEFINED WEALTH MANAGEMENT, LLC17,226$1.31M0.81%+1613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY17,150$1.3M0.27%+85013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,943$1.29M0.01%-83,86413F-HRTimelineGroup
Bridgefront Capital, LLC17,030$1.29M0.34%+12,22813F-HRTimeline
LGT Group Foundationin group LGT Group Foundation16,994$1.29M0.02%-2,75613F-HRTimelineGroup
WFA of San Diego, LLC16,890$1.28M0.94%13F-HRTimeline
Brookmont Capital Management16,694$1.26M0.73%-38113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp16,678$1.26M0.03%new13F-HRTimelineGroup
Coastline Trust Co16,220$1.23M0.14%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trivant Custom Portfolio Group, LLC16,143$1.22M0.67%-38513F-HRTimeline
Snowden Capital Advisors LLC15,994$1.22M0.04%-93913F-HRTimeline
Premier Fund Managers Ltd16,000$1.21M0.04%+6,00013F-HRTimeline
Prime Capital Investment Advisors, LLC15,803$1.2M0.02%-2,71713F-HRTimeline
Dynamic Advisor Solutions LLC15,752$1.19M0.04%+34913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,477$1.17M0.42%+93613F-HRTimeline
SWP FINANCIAL LLC15,313$1.16M0.64%013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…15,299$1.16M0.1%+2,18813F-HRTimelineGroup
Vise Technologies, Inc.15,157$1.15M0.05%13F-HRTimeline
HB Wealth Management, LLC15,137$1.15M0.01%-36113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,098$1.14M0.02%013F-HRTimelineGroup
Jain Global LLC15,086$1.14M0.02%-29,12313F-HRTimeline
Perigon Wealth Management, LLC15,019$1.14M0.03%+60213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…14,854$1.13M0.06%-26713F-HRTimeline
Sound Income Strategies, LLC14,745$1.12M0.06%+85613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,699$1.11M<0.01%+85813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC14,687$1.11M0.03%-19513F-HRTimeline
WHITTIER TRUST CO14,666$1.11M0.01%-2813F-HRTimeline
CENTAURUS FINANCIAL, INC.14,663$1.11M0.06%-50913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,656$1.11M0.01%+3,84413F-HRTimelineGroup
Stonegate Investment Group, LLC14,477$1.1M0.03%+1,56513F-HRTimeline
MUFG SECURITIES AMERICAS INC.14,453$1.1M0.09%+3,24113F-HRTimeline
44 WEALTH MANAGEMENT LLC14,449$1.09M0.39%+5,95813F-HRTimeline
Pandora Wealth, Inc.14,447$1.09M0.67%-68513F-HRTimeline
INCEPTIONR LLC14,390$1.09M0.25%+6,26013F-HRTimeline
UMB Bank, n.a.14,349$1.09M0.02%+43813F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,298$1.08M0.2%-10613F-HRTimelineGroup
V-Square Quantitative Management LLC14,129$1.07M0.14%+66013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.13,873$1.05M0.01%-1,38213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC13,800$1.05M<0.01%-23,70113F-HRTimeline
Steward Partners Investment Advisory, L…13,703$1.04M0.01%-4,23513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,650$1.03M0.01%-85513F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,524$1.02M0.04%-35013F-HRTimeline
Sequoia Financial Advisors, LLC13,404$1.02M0.01%+5,83513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…13,320$1.01M0.01%new13F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC13,001$985K0.01%-3,29813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,962$982K0.04%-1,07513F-HRTimelineGroup
HighPoint Advisor Group LLC12,915$979K0.05%+38513F-HRTimeline
One Degree Advisors Inc12,844$973K0.35%-33813F-HRTimeline
Ignite Planners, LLC12,396$970K0.17%+37113F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC12,711$963K0.03%+5,06313F-HRTimeline
Callan Family Office, LLC12,587$954K0.03%+8,82413F-HRTimeline
Nippon Life Global Investors Americas, …12,440$950K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,480$948K0.02%+4,86513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,383$938K+1,078Timeline
TD PRIVATE CLIENT WEALTH LLC12,315$933K0.02%+5,01513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS12,200$924K0.02%013F-HRTimeline
TI-TRUST, INC12,040$912K0.61%013F-HRTimeline
GTS SECURITIES LLC11,977$907K0.04%-6,80313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,974$907K0.02%+24613F-HRTimelineGroup
Freestone Grove Partners LP11,955$906K0.01%-78,05913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,888$901K<0.01%-3,48313F-HRTimelineGroup
Larson Financial Group LLC11,803$894K0.04%+98413F-HRTimeline
COOKSON PEIRCE & CO INC11,797$894K0.04%+2,14113F-HRTimeline
Beacon Pointe Advisors, LLC11,794$894K0.01%-48313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,778$892K0.06%-49113F-HRTimelineGroup
Applied Finance Capital Management, LLC11,766$892K0.06%+43213F-HRTimeline
WEDBUSH SECURITIES INC11,759$891K0.03%-5,66113F-HRTimeline
Allworth Financial LP11,694$886K<0.01%+29213F-HRTimeline
Watts Gwilliam & Co., LLC10,732$885K0.15%-7513F-HRTimeline
Alpha Cubed Investments, LLC11,641$882K0.03%+51513F-HRTimeline
Merit Financial Group, LLC11,516$873K0.01%+40913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,570$868K0.03%-1,12713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,451$868K0.01%-24013F-HRTimelineGroup
Lester Murray Antman dba SimplyRich11,410$864K0.24%-1,10113F-HRTimeline
GREENLEAF TRUST11,139$844K0.01%+1,09313F-HRTimeline
Cooper Financial Group11,059$838K0.1%-92213F-HRTimeline
MASTERINVEST Kapitalanlage GmbH10,989$833K0.09%13F-HR/ATimeline
Grove Bank & Trust10,987$832K0.1%+38713F-HRTimeline
OneDigital Investment Advisors LLC10,960$830K0.01%+14013F-HRTimeline
Bleakley Financial Group, LLC10,958$830K0.02%+51513F-HRTimeline
Parallel Advisors, LLC10,907$826K0.02%+2,29913F-HRTimeline
West Wealth Group, LLC10,095$819K0.2%+16713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…10,876$816K0.01%-1,50213F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC10,721$812K<0.01%013F-HRTimelineGroup
Sciencast Management LP10,680$809K0.17%new13F-HRTimeline
Centiva Capital, LP10,614$804K0.05%-15,02213F-HRTimeline
AMI ASSET MANAGEMENT CORP10,592$803K0.05%-6013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,555$800K0.01%-3,01913F-HRTimelineGroup
GAMMA Investing LLC10,533$798K0.05%+2,23613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,515$797K0.02%-34713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,344$784K0.36%-1,19613F-HRTimeline
SUMITOMO LIFE INSURANCE CO10,288$780K0.05%-57313F-HRTimeline
Trivium Point Advisory, LLC10,250$777K0.08%-33513F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,200$773K0.31%013F-HRTimeline
CHICAGO TRUST Co NA10,077$764K0.11%-10813F-HRTimeline
Van Hulzen Asset Management, LLC10,045$761K0.06%+17013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,036$760K0.1%+1,99813F-HRTimeline
Westmount Partners, LLC9,874$748K0.21%+3213F-HRTimeline
Laird Norton Wetherby Wealth Management…9,840$746K0.03%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,794$742K0.01%+413F-HRTimelineGroup
Sompo Asset Management Co., Ltd.9,790$742K0.13%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,747$739K0.01%-1,11513F-HRTimelineGroup
Procyon Advisors, LLC9,674$733K0.07%-64,47713F-HRTimeline
Ipsen Advisor Group LLC9,647$731K0.56%+76413F-HRTimeline
Cohen Klingenstein LLC9,600$727K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,563$725K0.07%+25213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC9,391$712K0.01%-39113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,341$708K0.01%-3,35313F-HRTimeline
Qsemble Capital Management, LP9,344$708K0.07%-66,89513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC9,296$704K0.08%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,266$702K<0.01%-1,19313F-HRTimelineGroup
Edgestream Partners, L.P.9,239$700K0.02%-70,65513F-HRTimeline
Prosperity Consulting Group, LLC9,205$697K0.05%-17513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,160$695K<0.01%+78213F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9,136$692K0.5%+513F-HRTimeline
Siemens Fonds Invest GmbH9,093$689K0.04%+1,74513F-HRTimeline
NorthCoast Asset Management LLC9,036$689K<0.01%-1,99013F-HRTimeline
Hartford Funds Management Co LLC8,952$678K0.06%new13F-HR/ATimeline
Cohen Capital Management, Inc.8,800$667K0.11%013F-HRTimeline
Independent Advisor Alliance8,732$662K0.02%-14,57713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,543$647K<0.01%-1,51613F-HRTimelineGroup
Clearstead Advisors, LLC8,538$647K0.01%+48313F-HRTimeline
Claro Advisors Inc.8,522$646K0.11%-38113F-HRTimeline
Strategic Investment Advisors / MI8,515$643K0.06%-61513F-HRTimeline
Mendel Money Management8,476$642K0.28%+13013F-HRTimeline
Mesirow Financial Investment Management…8,472$642K0.01%+5113F-HRTimeline
Arkadios Wealth Advisors8,281$627K0.02%+1,56413F-HRTimeline
G&S Capital LLC8,245$625K0.25%+4,24213F-HRTimeline
Atria Wealth Solutions, Inc.8,175$624K0.01%-15,21513F-HRTimeline
CAPITAL ADVISORS INC/OK8,225$623K0.01%+3,50913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,182$620K0.02%-32,65213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC8,182$620K0.01%+1313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,080$617K0.02%013F-HR/ATimeline
WEST PACES ADVISORS INC.8,128$616K0.13%-24813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,046$610K<0.01%+30413F-HR/ATimelineGroup
NORDEN GROUP LLC8,029$608K0.07%-67713F-HRTimeline
SIGNATUREFD, LLC7,922$600K0.01%+98013F-HRTimeline
NorthRock Partners, LLC7,778$594K0.02%+2,24013F-HR/ATimeline
BRIGHTON JONES LLC7,798$591K0.02%+38313F-HRTimeline
Patriot Financial Group Insurance Agenc…7,677$582K0.07%+9013F-HRTimeline
Venturi Wealth Management, LLC7,674$581K0.03%-75113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,665$578K<0.01%+1,05613F-HRTimelineGroup
Mechanics Bank Trust Department7,485$567K0.08%-1,06513F-HRTimeline
ELCO Management Co., LLC7,474$566K0.3%-2613F-HRTimeline
Sunbelt Securities, Inc.6,443$565K0.05%+4713F-HRTimeline
Avantax Planning Partners, Inc.7,407$561K0.02%013F-HRTimeline
Bridgewater Advisors Inc.6,941$561K0.04%+53413F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,314$554K0.01%-7213F-HRTimeline
My Legacy Advisors, LLC7,380$553K0.2%-1,03213F-HRTimeline
Legacy Capital Wealth Partners, LLC7,277$551K0.13%+6113F-HRTimeline
SMITH, MOORE & CO.7,240$549K0.05%-20013F-HRTimeline
Ariston Services Group7,182$544K0.39%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC7,137$541K0.02%new13F-HR/ATimelineGroup
Intrua Financial, LLC7,130$540K0.08%-1,11613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,175$540K0.03%+25913F-HR/ATimeline
EVENTIDE ASSET MANAGEMENT, LLC7,130$538K0.01%+3,97313F-HRTimeline
WEALTH ALLIANCE, LLC6,994$530K0.06%-16213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,976$529K-35Timeline
Brooklyn Investment Group6,971$528K0.07%+1,90013F-HR/ATimeline
Financial Management Professionals, Inc.6,870$525K0.06%-46113F-HRTimeline
MAI Capital Management6,882$521K<0.01%-15713F-HRTimeline
Heritage Wealth Management, Inc.6,867$520K0.17%013F-HRTimeline
Advisory Alpha, LLC6,856$519K0.02%-23113F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,798$515K0.19%013F-HRTimeline
Compound Planning, Inc.6,734$510K0.02%-81813F-HRTimeline
Diligent Investors, LLC6,727$510K0.12%-3,80013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,683$506K<0.01%+14913F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI6,677$506K0.05%013F-HRTimeline
TKG Advisors, LLC6,645$503K0.23%+3,43713F-HRTimeline
Gilman Hill Asset Management, LLC6,638$503K0.08%013F-HRTimeline
Checchi Capital Advisers, LLC6,637$503K0.04%-51513F-HRTimeline
Jacobi Capital Management LLC6,567$498K0.03%+92613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,493$496K0.01%-10413F-HRTimeline
Aaron Wealth Advisors LLC6,506$493K0.05%-41913F-HRTimeline
Safeguard Investment Advisory Group, LLC6,443$488K0.12%-3,19213F-HRTimeline
Leonteq Securities AG6,438$488K0.03%-3,58613F-HRTimeline
HCR Wealth Advisors6,435$488K0.06%+3713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,425$487K<0.01%-813F-HRTimeline
Gotham Asset Management, LLC6,421$487K<0.01%+1,22913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,406$485K-5,838Timeline
EVERGREEN CAPITAL MANAGEMENT LLC6,327$483K0.01%-28213F-HRTimeline
Chicago Partners Investment Group LLC6,083$483K0.01%+1513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,358$482K0.08%-1413F-HRTimelineGroup