Skip to content
Disclosery

SRE SEMPRA

Follow

Stock (common), issuer CIK 1032208

1,233 managers (1,274 13F filers) reported a position in SRE shares at 2026-03-31, 589,471,436 shares in all. 146 filers opened a position and 90 filers sold out during the quarter.

Managers
1,233
13F filers
1,274
New
146
Added
503
Reduced
394
Sold out
90
Shares held by filers
589,471,436

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Blue Sparrow, LLC /DE23,590$2.29M0.04%new13F-HRTimeline
Icon Wealth Advisors, LLC24,645$2.28M0.15%+313F-HRTimeline
Perigon Wealth Management, LLC23,220$2.26M0.04%-15213F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…23,328$2.25M0.03%+18,39013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC22,527$2.25M0.13%-1,49413F-HR/ATimeline
Callan Family Office, LLC23,058$2.24M0.05%-40313F-HRTimeline
Mutual Advisors, LLC22,900$2.23M0.05%+1,85513F-HRTimeline
Premier Fund Managers Ltd23,000$2.22M0.16%-4,00013F-HRTimeline
Alaethes Wealth, LLC22,737$2.21M0.64%+15,81113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC22,746$2.21M0.13%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC22,730$2.21M0.69%-4013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.22,633$2.2M0.08%013F-HRTimelineGroup
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.22,417$2.18M0.17%-1,42513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.22,391$2.18M0.18%new13F-HRTimeline
PROFUND ADVISORS LLC22,269$2.16M0.08%-10,12613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,118$2.15M0.02%-3,86713F-HRTimelineGroup
EFG International AGin group EFG International AG22,112$2.15M0.05%-1,79713F-HRTimelineGroup
Merit Financial Group, LLC21,871$2.13M0.02%+7,54613F-HRTimeline
Summit Trail Advisors, LLC21,451$2.08M0.03%+6,85413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise21,386$2.08M0.08%+48813F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP21,278$2.07M0.14%+1,48613F-HRTimelineGroup
Advisor Resource Council21,181$2.06M0.81%-2,38313F-HRTimeline
Empirical Finance, LLC21,168$2.06M0.1%-1813F-HR/ATimeline
MKT Advisors LLC20,799$2.05M0.69%-13713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,005$2.04M0.05%+11,36913F-HRTimelineGroup
HB Wealth Management, LLC20,916$2.03M0.01%+3,40113F-HRTimeline
CHOREO, LLC20,344$1.99M0.02%+1,16313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,486$1.99M-1,293Timeline
COMMERZBANK AKTIENGESELLSCHAFT /FI20,134$1.96M0.04%-3,11513F-HRTimeline
Asset Planning,Inc20,102$1.95M1.39%+10413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…19,946$1.95M0.04%+20713F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.20,033$1.95M0.01%-4713F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC20,000$1.94M0.2%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC19,832$1.93M0.07%-1,42713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY19,800$1.92M0.38%+1,25013F-HRTimeline
Stablepoint Partners, LLC19,762$1.92M0.29%-75813F-HRTimeline
Financial Alternatives, Inc19,758$1.92M1.04%+3,55713F-HRTimeline
Brooklyn Investment Group19,579$1.9M0.06%+1,15413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC19,418$1.89M0.21%+29213F-HRTimeline
North Dakota State Investment Board18,910$1.84M0.08%-3,47713F-HRTimeline
Spinnaker Investment Group, LLC18,897$1.84M0.37%-13413F-HRTimeline
Advisors Asset Management, Inc.18,732$1.82M0.03%-3,07313F-HRTimeline
Enhancing Capital LLC18,600$1.81M1.34%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…18,263$1.77M0.17%-30813F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC18,113$1.76M0.17%-12713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,928$1.74M0.01%+1,58113F-HRTimelineGroup
Dynamic Advisor Solutions LLC17,832$1.73M0.05%+7213F-HRTimeline
GAMMA Investing LLC17,801$1.73M0.08%+4,31613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC17,647$1.71M0.07%-10013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,493$1.7M0.03%+213F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC17,350$1.69M<0.01%-4413F-HRTimelineGroup
Brookmont Capital Management17,226$1.67M0.94%+69813F-HRTimeline
Beacon Pointe Advisors, LLC16,924$1.64M0.01%+3,34813F-HRTimeline
Farther Finance Advisors, LLC16,838$1.64M0.02%+2,15813F-HRTimeline
AXQ CAPITAL, LP16,848$1.64M0.21%new13F-HRTimeline
WEDBUSH SECURITIES INC16,722$1.62M0.05%+4,97513F-HRTimeline
MIRAMONTES CAPITAL, LLC16,531$1.61M0.56%-9213F-HRTimeline
Wahed Invest LLC16,480$1.6M0.21%new13F-HRTimeline
Steward Partners Investment Advisory, L…16,445$1.6M0.01%+3,00213F-HRTimeline
Apriem Advisors16,336$1.59M0.15%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding16,295$1.58M+827Timeline
COLDSTREAM CAPITAL MANAGEMENT INC15,899$1.55M0.02%+60913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,767$1.54M0.04%-3,57913F-HRTimeline
Prime Capital Investment Advisors, LLC15,865$1.54M0.02%+52813F-HRTimeline
Havemeyer Place LP15,817$1.54M0.18%new13F-HRTimeline
MGO ONE SEVEN LLC15,663$1.52M0.03%-19713F-HRTimeline
CENTRAL TRUST Co15,651$1.52M0.03%-1513F-HRTimeline
SCP Investment, LP15,600$1.52M1.68%new13F-HRTimeline
COOKSON PEIRCE & CO INC15,578$1.51M0.06%+1,93213F-HRTimeline
Ninepoint Partners LP15,358$1.49M0.18%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation15,335$1.49M0.02%-1,71913F-HRTimelineGroup
SWP FINANCIAL LLC15,313$1.49M0.76%013F-HRTimeline
Trivant Custom Portfolio Group, LLC15,300$1.49M0.82%-61913F-HRTimeline
Arkadios Wealth Advisors15,295$1.49M0.02%-44113F-HRTimeline
South Dakota Investment Council15,187$1.48M0.03%013F-HRTimeline
V-Square Quantitative Management LLC15,060$1.46M0.15%+1,38613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC14,958$1.45M0.52%-62013F-HRTimeline
OFI INVEST ASSET MANAGEMENT14,901$1.45M0.02%+6,30413F-HRTimeline
Sowell Financial Services LLC14,791$1.44M0.05%-9413F-HRTimeline
Richard Bernstein Advisors LLC14,705$1.43M0.04%013F-HRTimeline
Sound Income Strategies, LLC14,565$1.42M0.07%+3013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,597$1.42M<0.01%+12113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…14,594$1.42M0.08%+6,96913F-HRTimeline
Allworth Financial LP14,577$1.42M0.01%+2,16613F-HRTimeline
Highview Capital Management LLC/DE/14,517$1.41M0.51%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC14,447$1.4M0.01%+1,64613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC14,856$1.4M0.02%-33313F-HRTimeline
UMB Bank, n.a.14,383$1.4M0.02%+5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DEFINED WEALTH MANAGEMENT, LLC14,375$1.4M0.82%-2,44913F-HRTimeline
WHITTIER TRUST CO14,233$1.39M0.02%-13313F-HRTimeline
Covalis Capital LLPin group Covalis Capital LLP14,349$1.39M0.09%-53,95913F-HRTimelineGroup
Linscomb Wealth, Inc.14,265$1.39M0.06%new13F-HRTimeline
Waverly Advisors, LLC14,241$1.38M0.01%+4,79713F-HRTimeline
Snowden Capital Advisors LLC14,055$1.37M0.04%-5013F-HRTimeline
CENTAURUS FINANCIAL, INC.13,998$1.36M0.06%+27613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,996$1.36M0.05%-3,51413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd13,990$1.36M0.02%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,871$1.35M0.1%+1,16213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP13,822$1.34M0.02%+3813F-HRTimeline
DLK Investment Management, LLC13,580$1.32M0.52%-5013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,524$1.31M0.04%013F-HRTimeline
Bleakley Financial Group, LLC13,445$1.31M0.02%+65813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,275$1.29M0.01%-63013F-HRTimelineGroup
DRW Securities, LLC12,883$1.25M0.07%new13F-HRTimeline
Krilogy Financial LLC12,997$1.24M0.04%+2,85213F-HRTimeline
One Degree Advisors Inc12,752$1.24M0.32%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,716$1.24M<0.01%+1,63213F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…12,674$1.23M0.05%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,583$1.22M0.01%+6,25913F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS12,200$1.19M0.03%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.12,166$1.18M0.14%-25413F-HRTimeline
TI-TRUST, INC12,040$1.17M0.7%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,942$1.16M0.01%-1,05113F-HRTimeline
Parallel Advisors, LLC11,772$1.14M0.02%+82113F-HR/ATimeline
MASTERINVEST Kapitalanlage GmbH11,671$1.13M0.12%+68213F-HRTimeline
SIGNATUREFD, LLC11,449$1.11M0.02%+3,03413F-HRTimeline
Lester Murray Antman dba SimplyRich11,441$1.11M0.28%-6713F-HRTimeline
Applied Finance Capital Management, LLC11,270$1.1M0.08%+89413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,266$1.09M0.02%-21213F-HRTimelineGroup
Tema ETFs LLC11,078$1.08M0.07%+5613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,993$1.07M0.01%+1413F-HRTimelineGroup
Cooper Financial Group10,891$1.06M0.11%+14513F-HRTimeline
West Wealth Group, LLC10,862$1.06M0.21%+94713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,790$1.05M-1,232Timeline
NorthRock Partners, LLC10,747$1.04M0.02%+3,32913F-HRTimeline
GREENLEAF TRUST10,648$1.03M0.01%+44113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,645$1.03M0.36%+11113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,604$1.03M0.01%-1,09813F-HRTimelineGroup
GAM Holding AGin group GAM Holding AG10,488$1.02M0.09%-5,76213F-HRTimelineGroup
Petix & Botte Co10,347$1.01M0.22%-11,43913F-HRTimeline
SUMITOMO LIFE INSURANCE CO10,336$1M0.02%+28413F-HRTimeline
Savvy Advisors, Inc.10,296$1M0.03%+3,43213F-HRTimeline
BRIGHTON JONES LLC10,291$1000K0.02%new13F-HR/ATimeline
LETSON INVESTMENT MANAGEMENT, INC.10,200$991K0.38%013F-HRTimeline
Van Hulzen Asset Management, LLC10,196$991K0.07%-1413F-HRTimeline
AMI ASSET MANAGEMENT CORP10,080$979K0.06%-6413F-HRTimeline
CHICAGO TRUST Co NA10,077$979K0.16%-813F-HRTimeline
Procyon Advisors, LLC9,972$969K0.05%+46313F-HRTimeline
OneDigital Investment Advisors LLC9,964$968K0.01%-42013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC10,014$967K0.02%+94713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,875$960K0.02%+14813F-HRTimeline
EntryPoint Capital, LLC9,821$954K0.28%new13F-HRTimeline
Indivisible Partners9,795$952K0.08%+3,05113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,782$950K0.02%+1513F-HRTimelineGroup
Larson Financial Group LLC9,779$950K0.03%-13313F-HRTimeline
Ipsen Advisor Group LLC9,696$942K0.66%+17813F-HRTimeline
Cohen Klingenstein LLC9,600$933K0.03%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,573$930K<0.01%-32613F-HRTimelineGroup
Westmount Partners, LLC9,449$918K0.23%-42113F-HRTimeline
Mosley Wealth Management10,159$914K0.41%+8013F-HRTimeline
Independent Advisor Alliance9,379$911K0.01%+42613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,338$907K0.01%+1713F-HRTimelineGroup
Siemens Fonds Invest GmbH9,271$901K0.05%+17813F-HRTimeline
Smartleaf Asset Management LLC9,266$895K0.03%+48613F-HRTimeline
Hartford Funds Management Co LLC9,164$891K0.08%+1,35613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9,154$890K0.59%+10913F-HRTimeline
Private Advisor Group, LLC9,151$889K<0.01%-1,21913F-HRTimeline
Mendel Money Management9,076$882K0.37%+54513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,042$879K0.01%+19213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP9,037$878K0.01%-1,85113F-HRTimelineGroup
Crestwood Advisors Group, LLC8,919$867K0.01%+81313F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,916$866K0.03%-3,64713F-HR/ATimeline
Generali Investments, Management Co LLC8,914$866K0.2%-2,95713F-HRTimeline
Cohen Capital Management, Inc.8,800$855K0.13%013F-HRTimeline
Strategic Investment Advisors / MI8,784$853K0.06%+66713F-HRTimeline
IEQ CAPITAL, LLC8,746$850K<0.01%+5,07913F-HRTimeline
Quotient Wealth Partners, LLC8,684$844K0.02%-2013F-HRTimeline
Claro Advisors Inc.8,577$833K0.1%+4513F-HRTimeline
Venturi Wealth Management, LLC8,564$832K0.04%+96213F-HRTimeline
SCOTIA CAPITAL INC.8,491$825K<0.01%-36,61713F-HRTimeline
GTS SECURITIES LLC8,459$822K0.03%+2,38413F-HRTimeline
Altshuler Shaham Ltd8,414$818K0.01%+1,01713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,356$812K0.2%-1513F-HRTimeline
IMC-Chicago, LLC8,244$801K0.01%new13F-HRTimeline
Compound Planning, Inc.8,218$798K0.02%-12113F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.8,164$793K0.44%+36513F-HRTimeline
Grove Bank & Trust8,136$791K0.09%-39313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,080$790K0.02%013F-HR/ATimeline
GSA CAPITAL PARTNERS LLP8,080$785K0.05%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,979$775K0.34%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,873$772K0.02%+18613F-HRTimeline
Ignite Planners, LLC7,954$771K0.12%-20813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,872$765K0.06%+59813F-HRTimelineGroup
Chicago Partners Investment Group LLC8,279$765K0.02%+1,84113F-HRTimeline
Mesirow Financial Investment Management…7,871$765K0.01%+2313F-HRTimeline
Ellevest, Inc.7,744$752K0.1%-6913F-HRTimeline
Sompo Asset Management Co., Ltd.7,620$740K0.14%-63013F-HRTimeline
Advisory Alpha, LLC7,534$732K0.02%013F-HRTimeline
Capital Investment Advisors, LLC7,515$730K0.01%+6413F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC7,505$729K0.02%-48613F-HRTimeline
Avantax Planning Partners, Inc.7,407$720K0.02%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,314$711K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.7,272$707K0.14%-26013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,246$704K0.02%+26613F-HRTimeline
Vise Technologies, Inc.7,952$702K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,199$700K0.01%+19813F-HRTimeline
Octavia Wealth Advisors, LLC7,111$695K0.07%-59113F-HRTimeline
Byrne Asset Management LLC7,105$690K0.4%+8513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,089$689K-3,795Timeline
Financial Management Professionals, Inc.7,000$685K0.08%+9813F-HRTimeline