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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,181 managers (1,214 13F filers) reported a position in SRE shares at 2025-12-31, 605,099,809 shares in all. 93 filers opened a position and 79 filers sold out during the quarter.

Managers
1,181
13F filers
1,214
New
93
Added
432
Reduced
398
Sold out
79
Shares held by filers
605,099,809

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.20,080$1.77M0.01%+97213F-HRTimeline
Asset Planning,Inc19,998$1.77M1.24%+10213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…19,739$1.76M0.04%new13F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP19,792$1.75M0.11%-58713F-HRTimelineGroup
ING GROEP NV19,674$1.74M0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,346$1.72M0.08%+11,43213F-HRTimeline
CHOREO, LLC19,181$1.71M0.02%-58313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC19,126$1.69M0.18%+93013F-HRTimeline
Spinnaker Investment Group, LLC19,031$1.68M0.3%013F-HRTimeline
Enhancing Capital LLC18,600$1.64M1.17%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…18,571$1.64M0.16%-5,69013F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,570$1.64M0.03%+11,30613F-HRTimelineGroup
Brooklyn Investment Group18,425$1.64M0.08%+11,61813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY18,550$1.64M0.35%+1,05013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC18,240$1.61M0.15%+13613F-HRTimeline
J.W. COLE ADVISORS, INC.18,149$1.6M0.04%-86013F-HRTimeline
Lombard Odier Asset Management (Switzer…18,131$1.6M0.07%new13F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN17,900$1.58M0.43%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC17,760$1.57M0.05%+39913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC17,747$1.57M0.06%-13,76313F-HRTimeline
HB Wealth Management, LLC17,515$1.55M0.01%+74513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,510$1.55M0.05%-3,32313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,491$1.54M0.03%+10713F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC17,394$1.54M<0.01%-1013F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation17,054$1.52M0.02%-3713F-HRTimelineGroup
WFA of San Diego, LLC16,855$1.49M1.09%-3513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC16,824$1.49M0.86%-41913F-HRTimeline
MIRAMONTES CAPITAL, LLC16,623$1.47M0.5%13F-HRTimeline
Brookmont Capital Management16,528$1.46M0.84%+313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,347$1.44M0.01%+19213F-HRTimelineGroup
Apriem Advisors16,336$1.44M0.13%-3013F-HRTimeline
GAM Holding AGin group GAM Holding AG16,250$1.43M0.09%-3,70013F-HRTimelineGroup
Financial Alternatives, Inc16,201$1.43M0.83%+10,73913F-HRTimeline
Coastline Trust Co16,080$1.42M0.13%-14013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MEKETA INVESTMENT GROUP INC /ADV16,069$1.42M4.79%013F-HRTimeline
Trivant Custom Portfolio Group, LLC15,919$1.41M0.81%-19713F-HRTimeline
Runnymede Capital Advisors, Inc.15,919$1.41M0.81%new13F-HRTimeline
MGO ONE SEVEN LLC15,860$1.4M0.03%-3,41413F-HRTimeline
Arkadios Wealth Advisors15,736$1.39M0.03%+2,35713F-HRTimeline
CENTRAL TRUST Co15,666$1.38M0.03%-2,53513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC15,578$1.38M0.47%new13F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP15,561$1.37M0.02%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Meeder Advisory Services, Inc.group of 2 filers holding15,468$1.37M+2,188Timeline
Ninepoint Partners LP15,358$1.36M0.16%new13F-HRTimeline
Prime Capital Investment Advisors, LLC15,337$1.35M0.02%-12213F-HRTimeline
SWP FINANCIAL LLC15,313$1.35M0.68%-47913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,290$1.35M0.02%-2,01613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,189$1.35M0.02%-51813F-HRTimeline
Sound Income Strategies, LLC14,535$1.35M0.06%-1913F-HRTimeline
South Dakota Investment Council15,187$1.34M0.03%-90013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd15,004$1.32M0.48%new13F-HRTimelineGroup
Sowell Financial Services LLC14,885$1.31M0.05%-19613F-HRTimeline
Richard Bernstein Advisors LLC14,705$1.3M0.04%-1,61413F-HRTimeline
Summit Trail Advisors, LLC14,597$1.3M0.02%-1,63413F-HRTimeline
Farther Finance Advisors, LLC14,680$1.3M0.01%+6,21913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,476$1.28M<0.01%+3013F-HRTimelineGroup
Pandora Wealth, Inc.14,427$1.27M0.77%-1013F-HRTimeline
UMB Bank, n.a.14,328$1.27M0.02%+4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merit Financial Group, LLC14,325$1.26M0.01%+2,25013F-HRTimeline
WHITTIER TRUST CO14,366$1.26M0.01%-30013F-HRTimeline
Snowden Capital Advisors LLC14,105$1.25M0.03%-45913F-HRTimeline
OSTRUM ASSET MANAGEMENT14,011$1.24M0.06%-2,53113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,905$1.23M0.01%-7413F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP13,784$1.22M0.02%+1,03913F-HRTimeline
CENTAURUS FINANCIAL, INC.13,722$1.21M0.06%-45613F-HRTimeline
V-Square Quantitative Management LLC13,674$1.21M0.13%-2,36913F-HRTimeline
COOKSON PEIRCE & CO INC13,646$1.2M0.05%+1,81513F-HRTimeline
DLK Investment Management, LLC13,630$1.2M0.45%013F-HRTimeline
Beacon Pointe Advisors, LLC13,576$1.2M0.01%+2,26113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,524$1.19M0.04%013F-HRTimeline
GAMMA Investing LLC13,485$1.19M0.06%+1,62713F-HRTimeline
Steward Partners Investment Advisory, L…13,443$1.19M0.01%+1,12113F-HRTimeline
Campbell & CO Investment Adviser LLC13,235$1.17M0.06%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,135$1.16M<0.01%+2,47513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.12,993$1.15M0.01%+3,48513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC12,801$1.13M0.01%+2,32913F-HRTimelineGroup
Bleakley Financial Group, LLC12,787$1.13M0.02%+1,62013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC12,779$1.13M0.01%-21713F-HRTimeline
One Degree Advisors Inc12,752$1.12M0.31%-3313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,709$1.12M0.18%-1,26113F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…12,681$1.12M0.05%-2,47513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,649$1.12M<0.01%+1,75313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC12,563$1.11M0.03%+3,69413F-HRTimeline
Wealth Enhancement Trust Services, Inc.12,420$1.1M0.14%13F-HRTimeline
Allworth Financial LP12,411$1.1M<0.01%+1,64513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS12,200$1.08M0.02%013F-HRTimeline
TI-TRUST, INC12,040$1.06M0.66%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,022$1.06M+2,369Timeline
Generali Investments, Management Co LLC11,871$1.05M0.21%-12,20013F-HRTimeline
WEDBUSH SECURITIES INC11,747$1.04M0.03%+2713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,702$1.03M0.01%-2,14813F-HRTimelineGroup
Friedenthal Financial11,673$1.03M0.53%new13F-HRTimeline
Volterra Technologies LP11,514$1.02M1.04%new13F-HRTimeline
Lester Murray Antman dba SimplyRich11,508$1.02M0.27%-6413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,478$1.01M0.02%+81713F-HRTimelineGroup
Farringdon Capital, Ltd.11,284$996K0.24%new13F-HRTimeline
Alpha Cubed Investments, LLC11,228$991K0.03%-25413F-HRTimeline
MASTERINVEST Kapitalanlage GmbH10,989$979K0.09%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,084$979K<0.01%+32213F-HRTimelineGroup
Tema ETFs LLC11,022$973K0.08%-3213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,979$969K0.01%+12313F-HRTimelineGroup
Parallel Advisors, LLC10,951$967K0.02%-11313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,888$961K0.01%-6,06513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,884$961K+4,452Timeline
HighPoint Advisor Group LLC10,804$954K0.02%-2,15913F-HRTimeline
Cooper Financial Group10,746$949K0.1%-22613F-HRTimeline
Mosley Wealth Management10,079$941K0.43%13F-HRTimeline
Arax Advisory Partners10,601$936K0.03%-15,78513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,534$930K0.34%+25813F-HRTimeline
Cornerstone Planning, LLC10,413$924K0.21%13F-HRTimeline
OneDigital Investment Advisors LLC10,384$917K0.01%-37413F-HRTimeline
Applied Finance Capital Management, LLC10,376$916K0.07%-2,19913F-HRTimeline
Private Advisor Group, LLC10,370$916K<0.01%+22813F-HRTimeline
Van Hulzen Asset Management, LLC10,210$901K0.07%+20413F-HRTimeline
GREENLEAF TRUST10,207$901K0.01%-10313F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.10,200$901K0.33%013F-HRTimeline
AMI ASSET MANAGEMENT CORP10,144$896K0.05%-33713F-HRTimeline
CHICAGO TRUST Co NA10,085$890K0.14%013F-HRTimeline
SUMITOMO LIFE INSURANCE CO10,052$887K0.02%+4313F-HRTimeline
Krilogy Financial LLC10,145$880K0.03%+3713F-HRTimeline
West Wealth Group, LLC9,915$875K0.18%-29213F-HRTimeline
Larson Financial Group LLC9,912$875K0.03%-29613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,899$874K<0.01%-1,56213F-HRTimelineGroup
Westmount Partners, LLC9,870$871K0.22%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP9,773$863K0.08%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,767$862K0.02%-2,12813F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC9,727$859K0.02%-6113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,636$851K0.02%-2,05213F-HRTimelineGroup
Cohen Klingenstein LLC9,600$848K0.03%013F-HRTimeline
Ipsen Advisor Group LLC9,518$840K0.6%-20413F-HRTimeline
Procyon Advisors, LLC9,509$840K0.04%-4813F-HRTimeline
Waverly Advisors, LLC9,444$834K0.01%+5,84313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,321$823K0.01%-213F-HRTimelineGroup
Siemens Fonds Invest GmbH9,093$810K0.04%013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC9,067$808K0.01%+78813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9,045$799K0.53%+12413F-HRTimeline
Independent Advisor Alliance8,953$790K0.02%+27113F-HRTimeline
Smartleaf Asset Management LLC8,780$782K0.03%+89513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,850$781K0.01%-1,93713F-HRTimeline
FIL Ltdin group FIL Ltd8,826$779K<0.01%-532,65813F-HRTimelineGroup
Cohen Capital Management, Inc.8,800$777K0.12%013F-HRTimeline
Quotient Wealth Partners, LLC8,704$768K0.02%+4,27813F-HRTimeline
OFI INVEST ASSET MANAGEMENT8,597$759K0.01%new13F-HRTimeline
Claro Advisors Inc.8,532$753K0.1%+813F-HRTimeline
Mendel Money Management8,531$753K0.32%013F-HRTimeline
Grove Bank & Trust8,529$753K0.08%-1,57813F-HRTimeline
SIGNATUREFD, LLC8,415$743K0.01%+48313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,371$739K0.18%-5,40113F-HRTimeline
Quantitative Investment Management, LLC8,376$739K0.07%new13F-HRTimeline
Compound Planning, Inc.8,339$736K0.02%+36413F-HRTimeline
Sompo Asset Management Co., Ltd.8,250$728K0.12%+46013F-HRTimeline
Clearstead Advisors, LLC8,229$727K0.01%+21413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,080$719K0.02%013F-HRTimeline
Strategic Investment Advisors / MI8,117$717K0.06%-14213F-HRTimeline
Crestwood Advisors Group, LLC8,106$716K0.01%+47813F-HRTimeline
Ignite Planners, LLC8,162$710K0.11%-3,70713F-HRTimeline
Blueshift Asset Management, LLC7,991$706K0.2%+35313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,991$706K0.01%-4,94413F-HR/ATimeline
Vise Technologies, Inc.7,952$702K0.01%+93413F-HRTimeline
Trivium Point Advisory, LLC7,849$693K0.07%-75713F-HRTimeline
Mesirow Financial Investment Management…7,848$693K0.01%-73913F-HRTimeline
Ellevest, Inc.7,813$690K0.1%+30413F-HRTimeline
Hartford Funds Management Co LLC7,808$689K0.06%-5213F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.7,799$689K0.41%-21713F-HRTimeline
Octavia Wealth Advisors, LLC7,702$683K0.07%-13213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,687$674K0.01%-7113F-HRTimeline
Patriot Financial Group Insurance Agenc…7,625$673K0.08%-5113F-HRTimeline
Venturi Wealth Management, LLC7,602$671K0.03%+26113F-HRTimeline
Advisory Alpha, LLC7,534$665K0.02%+1813F-HRTimeline
WEST PACES ADVISORS INC.7,532$665K0.13%+3813F-HRTimeline
Integrated Wealth Concepts LLC7,514$663K0.01%-44,16213F-HRTimeline
USA FINANCIAL FORMULAS7,511$663K0.12%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd7,500$662K0.02%-104,32313F-HRTimelineGroup
Capital Investment Advisors, LLC7,451$658K0.01%new13F-HRTimeline
Fideuram Asset Management (Ireland) dac8,876$655K0.05%13F-HRTimeline
Avantax Planning Partners, Inc.7,407$654K0.02%013F-HRTimeline
Altshuler Shaham Ltd7,397$653K0.01%+54213F-HRTimeline
NORDEN GROUP LLC7,396$653K0.06%-73913F-HRTimeline
SMITH, MOORE & CO.7,385$652K0.05%+14513F-HRTimeline
NorthRock Partners, LLC7,418$651K0.01%-5,42413F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,314$646K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,274$642K0.05%-2,40713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC7,263$641K0.01%-6113F-HRTimeline
Meridian Wealth Management, LLC7,244$640K0.02%+1,45013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,162$632K0.01%-2,72713F-HRTimelineGroup
Byrne Asset Management LLC7,020$620K0.34%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,001$618K0.01%+22913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,980$616K0.02%-11213F-HRTimeline
Alaethes Wealth, LLC6,926$616K0.17%new13F-HRTimeline
Nippon Life Global Investors Americas, …6,920$614K0.03%+97013F-HRTimeline
Financial Management Professionals, Inc.6,902$614K0.06%-1013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,942$613K0.07%-68913F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,911$610K0.21%013F-HRTimeline
Heritage Wealth Management, Inc.6,867$606K0.17%013F-HRTimeline
Intrua Financial, LLC6,865$606K0.07%-21513F-HRTimeline
Savvy Advisors, Inc.6,864$606K0.02%+25313F-HRTimeline
Safeguard Investment Advisory Group, LLC6,858$606K0.15%+1813F-HRTimeline
Jacobi Capital Management LLC6,851$605K0.04%-1813F-HRTimeline
Mechanics Bank Trust Department6,795$600K0.08%013F-HRTimeline
Indivisible Partners6,744$595K0.06%13F-HRTimeline