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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,245 managers (1,288 13F filers) reported a position in SRE shares at 2026-06-30, 602,448,927 shares in all. 106 filers opened a position and 98 filers sold out during the quarter.

Managers
1,245
13F filers
1,288
New
106
Added
513
Reduced
435
Sold out
98
Shares held by filers
602,448,927

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Heritage Wealth Management, Inc.6,867$637K0.16%new13F-HRTimeline
IHT Wealth Management, LLC6,794$630K0.01%+63613F-HRTimeline
WADDELL & ASSOCIATES, LLC6,788$629K0.03%+63313F-HRTimeline
SYON CAPITAL LLC6,786$629K0.03%+58413F-HRTimeline
Aaron Wealth Advisors LLC6,771$628K0.03%+56913F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,732$624K0.19%-17913F-HRTimeline
Cerro Pacific Wealth Advisors LLC6,731$624K0.14%+2,13113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC6,728$624K<0.01%-18,42413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,677$619K0.05%013F-HRTimeline
R Squared Ltd6,672$619K0.32%new13F-HRTimeline
Mechanics Bank Trust Department6,600$612K0.08%+3013F-HRTimeline
Sepio Capital, LP6,578$610K0.03%+7113F-HRTimeline
TSFG, LLC6,571$609K0.08%+32513F-HRTimeline
Checchi Capital Advisers, LLC6,449$598K0.04%+9613F-HRTimeline
Old Port Advisors6,436$597K0.12%+1,15613F-HRTimeline
Larson Financial Group LLC6,435$597K0.02%-3,34413F-HRTimeline
Havemeyer Place LP6,368$590K0.06%-9,44913F-HRTimeline
Elm Partners Management LLC6,344$588K0.02%+513F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,341$588K0.02%+2,73613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,341$588K0.01%-45413F-HRTimeline
Demars Financial Group, LLC6,266$581K0.16%013F-HRTimeline
Diligent Investors, LLC6,251$580K0.13%+12413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,242$579K0.08%013F-HRTimelineGroup
Bedminster, LLC6,213$576K0.49%-7013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.6,200$575K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Wealth Management, LLC6,194$574K0.02%+71713F-HRTimeline
Byrne Asset Management LLC6,185$573K0.31%-92013F-HRTimeline
Financial Perspectives, Inc6,162$571K0.14%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,134$569K0.01%+3,08113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,107$566K<0.01%-2,93013F-HRTimelineGroup
Ellevest, Inc.6,086$564K0.07%-1,65813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,039$560K0.01%-1713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,027$559K-1,062Timeline
SEARLE & CO.6,000$556K0.12%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP5,918$549K0.05%new13F-HRTimeline
Hazelview Securities Inc.5,856$545K0.08%new13F-HRTimeline
HCR Wealth Advisors5,873$544K0.05%+1313F-HRTimeline
Mendel Money Management5,841$542K0.2%-3,23513F-HRTimeline
Sompo Asset Management Co., Ltd.5,840$541K0.09%-1,78013F-HRTimeline
BW Gestao de Investimentos Ltda.5,826$540K0.01%new13F-HRTimeline
Williams Jones Wealth Management, LLC.5,776$535K0.01%+10613F-HRTimeline
Bridgewater Advisors Inc.6,753$532K0.03%+13913F-HRTimeline
Glenview Trust Co5,697$528K0.01%+25013F-HR/ATimeline
PRIVATE TRUST CO NA5,685$527K0.04%+3,15913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,639$526K0.12%-48,50313F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,642$523K0.02%-10313F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC5,623$521K0.06%-1,12013F-HRTimeline
Marble Harbor Investment Counsel, LLC5,608$520K0.05%013F-HRTimeline
Cross Staff Investments Inc5,600$519K0.29%013F-HRTimeline
Gilman Hill Asset Management, LLC5,595$519K0.07%013F-HRTimeline
Greenline Partners, LLC5,588$518K0.05%-19413F-HRTimeline
Plancorp, LLC5,484$518K0.01%+73513F-HRTimeline
Rice Partnership, LLC5,529$513K0.06%-12213F-HRTimeline
Pallas Capital Advisors LLC5,454$506K0.02%+42213F-HRTimeline
PFG Advisors5,450$505K0.03%-22813F-HRTimeline
Syntegra Private Wealth Group, LLC5,428$503K0.04%+3113F-HRTimeline
MJP ASSOCIATES INC /ADV5,414$502K0.05%-30713F-HRTimeline
Portfolio Design Labs, LLC5,389$500K0.08%013F-HRTimeline
Cambria Investment Management, L.P.5,364$497K0.02%new13F-HRTimeline
Neumann Capital Management, LLC5,347$496K0.33%013F-HRTimeline
Pointe Capital Management LLC5,326$494K0.22%013F-HRTimeline
Rosenberg Matthew Hamilton5,307$492K0.09%+14913F-HRTimeline
BOKF, NAin group BOKF, NA5,300$491K0.01%-74213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,268$488K0.01%+29113F-HRTimelineGroup
Advyzon Investment Management, LLC5,264$488K0.04%+79813F-HRTimeline
Leo H. Evart, Inc.5,231$485K0.38%+113F-HRTimeline
KINTRA WEALTH, LLC5,575$482K0.03%+3,43313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,151$480K0.01%-1,43413F-HRTimeline
ELCO Management Co., LLC5,168$479K0.21%013F-HRTimeline
Frank, Rimerman Advisors LLC5,137$476K0.03%+13413F-HRTimeline
Trivium Point Advisory, LLC5,125$475K0.04%-4513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,098$473K0.01%-15,90713F-HRTimelineGroup
Harbour Capital Advisors, LLC4,974$469K0.09%-16013F-HRTimeline
Pinpoint Asset Management (Singapore) P…4,998$463K0.09%new13F-HRTimeline
Bauman Advisory Group, LLC4,996$463K0.25%-13413F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV5,023$459K0.1%+3213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,950$459K0.02%-113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,898$454K0.02%-6713F-HRTimelineGroup
FLOW TRADERS U.S. LLC4,864$451K0.02%new13F-HRTimeline
PDS Planning, Inc4,858$450K0.03%+37813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,800$448K0.03%013F-HRTimeline
Obermeyer Wealth Partners4,820$447K0.02%+1,56213F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,810$446K0.12%+3213F-HRTimeline
Twin Tree Management, LP4,801$445K0.07%+3,39813F-HRTimeline
Retirement Planning Group, LLC4,799$445K0.01%+35313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,786$444K0.01%new13F-HRTimeline
Wedmont Private Capital4,668$440K0.01%+45713F-HRTimeline
CAPITAL ADVISORS INC/OK4,738$439K0.01%+3213F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,710$437K0.02%+19713F-HRTimeline
Wealthspire Advisors, LLC4,701$436K<0.01%+20613F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,696$435K0.01%-1,06813F-HRTimeline
D.B. Root & Company, LLC4,687$435K0.09%+2613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,673$433K0.01%+20313F-HR/ATimeline
Integrated Advisors Network LLC4,635$430K0.02%-1613F-HRTimeline
VANCE WEALTH, LLC4,569$427K0.1%-39013F-HRTimeline
OpenArc Corporate Advisory, LLC4,580$425K0.01%+34413F-HRTimeline
World Investment Advisors4,381$424K0.01%-2,55913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,541$423K0.01%013F-HRTimeline
AMG National Trust Bank4,534$420K0.01%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,499$417K0.13%013F-HRTimeline
Mosley Wealth Management4,492$416K0.13%-5,66713F-HRTimeline
PUREfi Wealth, LLC4,491$416K0.23%-313F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,480$416K0.02%+1,23913F-HRTimeline
Soltis Investment Advisors LLC4,488$416K0.02%+93313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,471$415K<0.01%+7213F-HRTimelineGroup
US Asset Management LLC4,462$414K0.32%013F-HRTimeline
Howard Capital Management, LLC4,431$411K<0.01%+2,34013F-HRTimeline
AIMZ Investment Advisors, LLC4,410$409K0.11%-50013F-HRTimeline
KERR FINANCIAL PLANNING Corp4,366$405K0.45%013F-HRTimeline
Elyxium Wealth, LLC4,353$404K0.04%+35313F-HRTimeline
Merrithew & Thorsten Inc4,350$403K0.34%+2913F-HRTimeline
Busey Bank4,313$400K0.01%+513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,307$399K0.31%-4213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,287$397K<0.01%-50913F-HRTimelineGroup
Modern Wealth Management, LLC4,282$397K<0.01%+1,61513F-HRTimeline
Etesian Wealth Advisors, Inc.4,260$395K0.12%-11213F-HRTimeline
L & S Advisors Inc4,253$394K0.04%+2,05813F-HRTimeline
Leisure Capital Management4,244$393K0.12%013F-HRTimeline
Occidental Asset Management, LLC4,241$393K0.04%+3513F-HRTimeline
Hanson & Doremus Investment Management4,238$393K0.04%+2913F-HRTimeline
Fisher Asset Management, LLC4,222$391K<0.01%+78713F-HRTimeline
WEALTH ALLIANCE, LLC4,219$391K0.03%-49913F-HRTimeline
CX Institutional4,204$390K0.01%+15813F-HRTimeline
Summit Financial, LLC4,172$390K<0.01%-38613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,200$389K0.01%-43913F-HRTimelineGroup
Supplemental Annuity Collective Trust o…4,193$389K0.1%-22613F-HRTimeline
BCS Private Wealth Management, Inc.4,145$387K0.12%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…4,145$384K0.03%+813F-HRTimeline
NORDEN GROUP LLC4,085$379K0.03%-25713F-HRTimeline
Carter Financial, LLC4,076$378K0.28%013F-HRTimeline
L2 Asset Management, LLC4,071$378K0.04%-12713F-HRTimeline
71 West Capital Partners4,068$377K0.01%+1,43213F-HRTimeline
Stanley-Laman Group, Ltd.4,060$376K0.04%new13F-HRTimeline
AA Financial Advisors, LLC4,057$376K0.05%-76713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,051$376K0.01%+12913F-HRTimeline
Cornerstone Planning Group LLC4,027$375K0.05%-1813F-HRTimeline
MONECO ADVISORS, LLC4,035$374K0.02%+21913F-HRTimeline
Qsemble Capital Management, LP4,024$373K0.05%-80,71213F-HRTimeline
Cyndeo Wealth Partners, LLC4,022$373K0.02%-5913F-HRTimeline
Signature Wealth Management Partners, L…4,020$373K0.17%013F-HRTimeline
Tradewinds, LLC.12,147$373K0.09%new13F-HRTimeline
JBR Co Financial Management Inc4,000$371K0.14%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,989$370K0.08%013F-HRTimeline
Bull Oak Capital, LLC3,978$369K0.12%013F-HRTimeline
KTF INVESTMENTS, LLC3,977$369K0.04%013F-HRTimeline
Gateway Wealth Partners, LLC3,974$368K0.02%-2,25313F-HRTimeline
DEFINE FINANCIAL, LLC3,932$365K0.17%+4613F-HRTimeline
Patten Group, Inc.3,930$364K0.06%-46913F-HRTimeline
WealthSpring Partners, LLC3,921$364K0.31%+113F-HRTimeline
Ridge Creek Global, Inc3,917$363K0.28%-7013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,893$361K<0.01%+79213F-HR/ATimeline
Ashton Thomas Private Wealth, LLC3,884$360K0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC3,883$360K0.04%+17113F-HRTimeline
Legacy Capital Wealth Partners, LLC3,882$360K0.07%-5413F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/3,852$357K0.19%+87813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,847$357K0.02%-5513F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,800$352K0.05%-18613F-HRTimeline
LJI Wealth Management, LLC3,798$352K0.05%013F-HRTimeline
Lakeshore Financial Planning, Inc.3,793$352K0.11%+413F-HRTimeline
Inscription Capital, LLC3,761$349K0.03%new13F-HRTimeline
Fulton Bank, N.A.3,679$341K0.01%-15713F-HRTimeline
Centric Wealth Management3,613$341K0.05%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,676$341K0.02%+5313F-HRTimeline
WESBANCO BANK INC3,674$341K0.01%013F-HRTimeline
Alteri Wealth LLC3,640$337K0.09%-613F-HRTimeline
Centiva Capital, LP3,637$337K0.01%+1,07813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,637$337K0.02%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,634$337K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC3,631$337K0.01%-24813F-HRTimeline
Dorsey & Whitney Trust CO LLC3,611$335K0.02%+113F-HRTimeline
Urban Wealth Management, LLC3,600$334K0.29%013F-HRTimeline
Florida Trust Wealth Management Co3,576$332K0.01%013F-HRTimeline
Brown Miller Wealth Management, LLC3,564$330K0.08%013F-HRTimeline
S-Bank Fund Management Ltd3,563$330K0.04%new13F-HRTimeline
WD RUTHERFORD LLC3,548$329K0.12%+1,23813F-HRTimeline
MQS Management LLC3,538$328K0.4%-97413F-HRTimeline
MANCHESTER FINANCIAL INC3,532$327K0.06%-6513F-HRTimeline
ROCKLAND TRUST CO3,523$327K0.01%013F-HRTimeline
Golden State Wealth Management, LLC3,509$325K0.03%+28913F-HRTimeline
PFG Private Wealth Management, LLC3,508$325K0.14%new13F-HRTimeline
Sather Financial Group Inc3,453$320K0.02%-25813F-HRTimeline
Lionhunter Capital Management, LLC3,444$319K0.14%13F-HRTimeline
Sovran Advisors, LLC3,493$316K0.02%+2913F-HRTimeline
Oak Asset Management, LLC3,400$315K0.1%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,403$315K0.11%-11213F-HRTimeline
Rossmore Private Capital3,368$314K0.03%013F-HRTimeline
Curated Wealth Partners LLC3,389$314K0.04%+1,12313F-HR/ATimeline
IFP Advisors, Inc3,374$313K0.01%+1,22513F-HRTimeline
Fulcrum Asset Management LLP3,330$313K0.03%-20,58713F-HRTimeline
Bull Harbor Capital LLC3,366$312K0.06%new13F-HRTimeline
Octavia Wealth Advisors, LLC3,338$312K0.03%-3,77313F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,343$310K0.14%013F-HRTimeline
Apella Capital, LLC3,272$309K<0.01%+3813F-HRTimeline
Williamson Legacy Group, LLC3,323$308K0.15%-8813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,319$308K0.01%-30313F-HRTimelineGroup
SimpliFi, Inc.3,311$307K0.12%+2313F-HRTimeline
OXFORD ASSET MANAGEMENT LLP3,310$307K0.15%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SmartHarvest Portfolios, LLC3,305$306K0.1%new13F-HRTimeline
ATWOOD & PALMER INC3,300$306K0.02%-1313F-HRTimeline
Tamar Securities, LLC3,268$303K0.03%013F-HRTimeline