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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,121 managers (1,152 13F filers) reported a position in SRE shares at 2025-09-30, 605,123,408 shares in all. 116 filers opened a position and 85 filers sold out during the quarter.

Managers
1,121
13F filers
1,152
New
116
Added
417
Reduced
390
Sold out
85
Shares held by filers
605,123,408

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CENTRAL TRUST Co18,201$1.64M0.03%-33613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC18,196$1.64M0.19%+513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC18,104$1.63M0.17%-36313F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN17,900$1.61M0.44%013F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.17,595$1.58M0.1%+3,14213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY17,500$1.57M0.32%+35013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC17,404$1.57M<0.01%-13413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,384$1.56M0.03%+70613F-HRTimelineGroup
Dynamic Advisor Solutions LLC17,361$1.56M0.05%+1,60913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,306$1.56M0.02%+4,82613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC17,243$1.55M0.9%+1713F-HRTimeline
LGT Group Foundationin group LGT Group Foundation17,091$1.53M0.02%+9713F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,953$1.53M0.01%-1,49113F-HR/ATimelineGroup
WFA of San Diego, LLC16,890$1.52M1.04%013F-HRTimeline
HB Wealth Management, LLC16,770$1.51M0.01%+1,63313F-HRTimeline
OSTRUM ASSET MANAGEMENT16,542$1.49M0.07%-8,00013F-HRTimeline
Brookmont Capital Management16,525$1.49M0.83%-16913F-HRTimeline
Apriem Advisors16,366$1.47M0.14%new13F-HRTimeline
Richard Bernstein Advisors LLC16,319$1.47M0.04%-17,16213F-HRTimeline
Summit Trail Advisors, LLC16,231$1.46M0.02%+12,66813F-HRTimeline
Coastline Trust Co16,220$1.46M0.16%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,155$1.45M0.01%+1,49913F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC16,116$1.45M0.75%-2713F-HRTimeline
South Dakota Investment Council16,087$1.45M0.03%-2,90013F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV16,069$1.45M4.75%-3,59113F-HRTimeline
V-Square Quantitative Management LLC16,043$1.44M0.24%+1,91413F-HRTimeline
Premier Fund Managers Ltd16,000$1.44M0.06%013F-HRTimeline
SWP FINANCIAL LLC15,792$1.42M0.72%+47913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,707$1.41M0.02%+9,21413F-HRTimeline
Prime Capital Investment Advisors, LLC15,459$1.39M0.02%-34413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,156$1.36M0.07%+30213F-HRTimeline
Sowell Financial Services LLC15,081$1.36M0.05%-3,77913F-HRTimeline
WHITTIER TRUST CO14,666$1.34M0.02%013F-HRTimeline
Sound Income Strategies, LLC14,554$1.33M0.07%-19113F-HRTimeline
Snowden Capital Advisors LLC14,564$1.31M0.04%-1,43013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,446$1.3M<0.01%-25313F-HRTimelineGroup
Pandora Wealth, Inc.14,437$1.3M0.79%-1013F-HRTimeline
UMB Bank, n.a.14,283$1.29M0.02%-6613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTAURUS FINANCIAL, INC.14,178$1.28M0.06%-48513F-HRTimeline
Maven Securities LTDin group Maven Securities LTD14,121$1.27M0.24%+8,51313F-HRTimelineGroup
Sequoia Financial Advisors, LLC14,081$1.27M0.01%+67713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,979$1.26M0.01%+32913F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,970$1.26M0.21%-32813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,850$1.25M0.01%-4,96913F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC13,772$1.24M0.28%-1,70513F-HRTimeline
DLK Investment Management, LLC13,630$1.23M0.46%-5,49713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,524$1.22M0.04%013F-HRTimeline
Arkadios Wealth Advisors13,379$1.2M0.03%+5,09813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding13,280$1.19M+897Timeline
WOLVERINE TRADING, LLC13,045$1.17M0.02%-16,04313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC12,996$1.17M0.01%-513F-HRTimeline
HighPoint Advisor Group LLC12,963$1.17M0.06%+4813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,935$1.16M0.02%-1,75213F-HRTimeline
NorthRock Partners, LLC12,842$1.16M0.02%+5,06413F-HRTimeline
One Degree Advisors Inc12,785$1.15M0.35%-5913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,745$1.15M0.01%+3,40413F-HRTimeline
Applied Finance Capital Management, LLC12,575$1.13M0.08%+80913F-HRTimeline
MUFG Securities EMEA plc12,489$1.12M0.03%+10,56213F-HRTimeline
Steward Partners Investment Advisory, L…12,322$1.11M0.01%-1,38113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS12,200$1.1M0.02%013F-HRTimeline
Merit Financial Group, LLC12,075$1.09M0.01%+55913F-HR/ATimeline
TI-TRUST, INC12,040$1.08M0.68%013F-HRTimeline
Vennlight Capital Management, LP12,000$1.08M1.4%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,895$1.07M0.03%-7913F-HRTimelineGroup
Ignite Planners, LLC11,869$1.07M0.17%-52713F-HRTimeline
GAMMA Investing LLC11,858$1.07M0.06%+1,32513F-HRTimeline
COOKSON PEIRCE & CO INC11,831$1.06M0.04%+3413F-HRTimeline
WEDBUSH SECURITIES INC11,720$1.05M0.03%-3913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,688$1.05M0.03%+3,50613F-HRTimelineGroup
Lester Murray Antman dba SimplyRich11,572$1.04M0.28%+16213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,497$1.03M0.05%-28113F-HRTimelineGroup
Alpha Cubed Investments, LLC11,482$1.03M0.04%-15913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,461$1.03M0.01%+3,41513F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC11,315$1.02M0.01%-47913F-HRTimeline
NorthCoast Asset Management LLC11,277$1.01M<0.01%+2,24113F-HRTimeline
Bleakley Financial Group, LLC11,167$1M0.02%+20913F-HRTimeline
VCI Wealth Management LLC11,088$998K0.3%-7,78613F-HRTimeline
Parallel Advisors, LLC11,064$996K0.02%+15713F-HRTimeline
Tema ETFs LLC11,054$995K0.08%new13F-HRTimeline
MASTERINVEST Kapitalanlage GmbH10,989$989K0.1%013F-HRTimeline
Cooper Financial Group10,972$987K0.11%-8713F-HRTimeline
Laird Norton Wetherby Wealth Management…10,877$979K0.04%+1,03713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,856$977K0.01%+30113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC10,896$973K<0.01%+2,35313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC10,787$971K0.01%+1,39613F-HRTimeline
Allworth Financial LP10,766$969K<0.01%-92813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,762$968K<0.01%-1,12613F-HRTimelineGroup
OneDigital Investment Advisors LLC10,758$968K0.01%-20213F-HRTimeline
Watts Gwilliam & Co., LLC10,732$966K0.16%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC10,721$965K0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,661$959K0.02%+91413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,660$945K<0.01%+2,99513F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP10,481$943K0.05%-11113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC10,472$942K0.01%+4,70213F-HRTimelineGroup
West Wealth Group, LLC10,207$942K0.21%+11213F-HRTimeline
Krilogy Financial LLC10,108$934K0.04%new13F-HRTimeline
GREENLEAF TRUST10,310$928K0.01%-82913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,276$925K0.37%-6813F-HRTimeline
Larson Financial Group LLC10,208$919K0.03%-1,59513F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,200$918K0.33%013F-HRTimeline
Private Advisor Group, LLC10,142$913K<0.01%+4,98813F-HRTimeline
Grove Bank & Trust10,107$909K0.11%-88013F-HRTimeline
CHICAGO TRUST Co NA10,085$907K0.13%+813F-HRTimeline
SUMITOMO LIFE INSURANCE CO10,009$901K0.03%-27913F-HRTimeline
Van Hulzen Asset Management, LLC10,006$900K0.07%-3913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,889$890K0.01%-1,56213F-HRTimelineGroup
Westmount Partners, LLC9,870$881K0.23%-413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,788$881K0.02%-72713F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP9,757$878K0.03%-92,54813F-HR/ATimeline
Ipsen Advisor Group LLC9,722$875K0.63%+7513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,681$871K0.08%+11813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding9,653$869K+3,247Timeline
Cohen Klingenstein LLC9,600$864K0.03%013F-HRTimeline
Procyon Advisors, LLC9,557$860K0.05%-11713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,508$855K0.01%+4,24113F-HRTimeline
Stonegate Investment Group, LLC9,346$841K0.02%-5,13113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,323$839K0.01%-47113F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC9,152$823K0.4%new13F-HRTimeline
Siemens Fonds Invest GmbH9,093$818K0.04%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC8,921$803K0.54%-21513F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,869$798K0.03%-3,84213F-HRTimeline
Cohen Capital Management, Inc.8,800$792K0.12%013F-HRTimeline
Callan Family Office, LLC8,797$792K0.03%-3,79013F-HRTimeline
Independent Advisor Alliance8,682$781K0.02%-5013F-HRTimeline
MAI Capital Management8,665$780K<0.01%+1,78313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,657$779K<0.01%-60913F-HRTimelineGroup
Trivium Point Advisory, LLC8,606$774K0.08%-1,64413F-HRTimeline
Mesirow Financial Investment Management…8,587$773K0.01%+11513F-HRTimeline
BRIGHTON JONES LLC8,546$769K0.02%+74813F-HRTimeline
Mendel Money Management8,531$768K0.32%+5513F-HRTimeline
Claro Advisors Inc.8,524$767K0.11%+213F-HRTimeline
Farther Finance Advisors, LLC8,461$761K0.01%+3,69413F-HRTimeline
Strategic Investment Advisors / MI8,259$743K0.09%-25613F-HR/ATimeline
EVENTIDE ASSET MANAGEMENT, LLC8,279$743K0.01%+1,14913F-HRTimeline
G&S Capital LLC8,246$742K0.27%+113F-HRTimeline
NORDEN GROUP LLC8,135$732K0.07%+10613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,080$727K0.02%013F-HRTimeline
Prosperity Consulting Group, LLC8,029$722K0.04%-1,17613F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.8,016$721K0.44%new13F-HRTimeline
Clearstead Advisors, LLC8,015$721K0.01%-52313F-HRTimeline
Voleon Capital Management LP8,010$721K0.02%+2,98813F-HRTimeline
Compound Planning, Inc.7,975$718K0.02%+1,24113F-HRTimeline
SIGNATUREFD, LLC7,932$714K0.01%+1013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,914$712K0.05%+7,30113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,758$709K0.02%-42413F-HRTimeline
Hartford Funds Management Co LLC7,860$707K0.06%-1,09213F-HRTimeline
Smartleaf Asset Management LLC7,885$707K0.04%+2,89513F-HRTimeline
Octavia Wealth Advisors, LLC7,834$705K0.07%+4,35513F-HRTimeline
Sompo Asset Management Co., Ltd.7,790$701K0.12%-2,00013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC7,735$696K0.02%+59813F-HR/ATimelineGroup
GTS SECURITIES LLC7,690$692K0.03%-4,28713F-HRTimeline
Patriot Financial Group Insurance Agenc…7,676$691K0.09%-113F-HRTimeline
Blueshift Asset Management, LLC7,638$687K0.21%new13F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC7,631$687K0.07%-1,66513F-HRTimeline
Crestwood Advisors Group, LLC7,628$686K0.01%+1,48213F-HRTimeline
Ellevest, Inc.7,509$676K0.1%new13F-HRTimeline
WEST PACES ADVISORS INC.7,494$674K0.13%-63413F-HRTimeline
Sageworth Trust Co7,480$673K0.03%new13F-HRTimeline
Advisory Alpha, LLC7,516$671K0.02%+66013F-HRTimeline
Avantax Planning Partners, Inc.7,407$666K0.02%013F-HRTimeline
PFG Advisors7,383$664K0.03%+2,52913F-HRTimeline
Venturi Wealth Management, LLC7,341$661K0.03%-33313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,324$659K0.01%+2,91513F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,314$658K0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,264$654K0.01%-6,05613F-HRTimelineGroup
SMITH, MOORE & CO.7,240$651K0.05%013F-HRTimeline
TKG Advisors, LLC7,134$642K0.27%+48913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,092$638K0.03%-8313F-HRTimeline
Intrua Financial, LLC7,080$637K0.07%-5013F-HRTimeline
Vise Technologies, Inc.7,018$632K0.02%-8,13913F-HRTimeline
Ariston Services Group6,973$627K0.38%-20913F-HRTimeline
Financial Management Professionals, Inc.6,912$622K0.06%+4213F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,911$622K0.22%+11313F-HRTimeline
Jacobi Capital Management LLC6,869$618K0.04%+30213F-HRTimeline
Heritage Wealth Management, Inc.6,867$618K0.18%013F-HRTimeline
Altshuler Shaham Ltd6,855$617K0.01%+1,72613F-HRTimeline
Safeguard Investment Advisory Group, LLC6,840$616K0.15%+39713F-HRTimeline
Mechanics Bank Trust Department6,795$611K0.09%-69013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,772$609K0.01%+64413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,677$601K0.06%013F-HRTimeline
Bridgewater Advisors Inc.6,491$599K0.04%-45013F-HRTimeline
Gilman Hill Asset Management, LLC6,638$597K0.09%013F-HRTimeline
GC Wealth Management RIA, LLC6,633$597K0.02%+2,82313F-HRTimeline
Savvy Advisors, Inc.6,611$595K0.03%+1,87613F-HRTimeline
Aaron Wealth Advisors LLC6,610$595K0.04%+10413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,598$594K0.02%-6,36413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC6,559$590K0.01%+23213F-HRTimeline
AE Wealth Management LLC6,542$589K<0.01%+91713F-HRTimeline
Wedmont Private Capital6,250$588K0.02%+55013F-HRTimeline
Sunbelt Securities, Inc.6,496$585K0.04%+5313F-HRTimeline
Legacy Capital Wealth Partners, LLC6,460$581K0.13%-81713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,438$579K<0.01%+1313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,432$579K-544Timeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,358$572K0.08%013F-HRTimelineGroup
Elm Partners Management LLC6,342$571K0.02%+29413F-HR/ATimeline
Chicago Partners Investment Group LLC6,156$570K0.01%+7313F-HRTimeline
Gladstone Institutional Advisory LLC6,320$569K0.02%new13F-HRTimeline
Financial Perspectives, Inc6,296$566K0.16%+4113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,104$565K0.02%-4,46613F-HRTimelineGroup
Demars Financial Group, LLC6,266$564K0.2%-3113F-HRTimeline