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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,180 managers (1,208 13F filers) reported a position in SRE shares at 2024-12-31, 585,922,393 shares in all. 121 filers opened a position and 84 filers sold out during the quarter.

Managers
1,180
13F filers
1,208
New
121
Added
444
Reduced
375
Sold out
84
Shares held by filers
585,922,393

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Prossimo Advisors, LLC6,268$550K0.4%+2813F-HRTimeline
Csenge Advisory Group6,265$550K0.03%-1,01913F-HRTimeline
Clearstead Advisors, LLC6,218$545K0.01%-23313F-HRTimeline
MJP ASSOCIATES INC /ADV6,195$543K0.1%+12513F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,192$543K0.04%+18913F-HRTimeline
Financial Perspectives, Inc6,158$540K0.18%+3413F-HRTimeline
BANK OF HAWAII6,155$540K0.03%+82813F-HRTimeline
WIMMER ASSOCIATES 1, LLC6,134$538K0.27%+3513F-HRTimeline
Greenline Partners, LLC6,118$537K0.08%013F-HRTimeline
Sompo Asset Management Co., Ltd.6,110$536K0.09%013F-HRTimeline
Florida Trust Wealth Management Co6,054$531K0.02%013F-HRTimeline
Pointe Capital Management LLC6,047$530K0.3%+5913F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC6,021$528K0.01%13F-HRTimeline
SEARLE & CO.6,000$526K0.15%013F-HRTimeline
Cresset Asset Management, LLC5,946$523K<0.01%-28,46813F-HRTimeline
Chicago Partners Investment Group LLC6,273$520K0.02%+1113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV5,872$515K0.03%13F-HR/ATimeline
Van Hulzen Asset Management, LLC5,859$514K0.04%+35013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,822$511K0.02%+21213F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC5,808$509K0.47%-413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,800$509K0.01%-10,21813F-HRTimelineGroup
Avantra Family Wealth, Inc.5,719$502K0.47%13F-HRTimeline
ROCKLAND TRUST CO5,712$501K0.03%-70313F-HRTimeline
Sepio Capital, LP5,695$500K0.04%+5613F-HRTimeline
Presima Securities ULC5,650$496K0.12%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,625$493K0.01%+2,78913F-HRTimeline
Cross Staff Investments Inc5,600$491K0.34%013F-HRTimeline
IHT Wealth Management, LLC5,600$491K0.02%-3,03613F-HRTimeline
Redhawk Wealth Advisors, Inc.5,544$486K0.07%+1713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,481$481K<0.01%-39013F-HRTimeline
Obermeyer Wealth Partners5,479$481K0.03%-14213F-HRTimeline
Wedmont Private Capital6,102$480K0.03%+38613F-HRTimeline
Private Advisor Group, LLC5,453$478K<0.01%-3,28913F-HRTimeline
Hartree Partners, LP5,450$478K0.18%new13F-HRTimeline
DIVERSIFIED TRUST CO5,448$478K0.01%+4813F-HRTimeline
Alteri Wealth LLC5,427$476K0.13%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,426$476K<0.01%+54913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,379$475K0.03%013F-HRTimeline
Syntegra Private Wealth Group, LLC5,404$474K0.05%+1213F-HRTimeline
VANCE WEALTH, LLC5,401$474K0.18%-2913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,366$471K0.03%+4113F-HRTimeline
Neumann Capital Management, LLC5,347$469K0.16%013F-HRTimeline
Meridian Wealth Management, LLC5,336$468K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.5,316$466K0.1%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,316$466K0.03%+14213F-HRTimelineGroup
Quantum Portfolio Management LLC5,289$464K0.25%new13F-HRTimeline
Wealthspire Advisors, LLC5,263$462K<0.01%+21413F-HRTimeline
FLOW TRADERS U.S. LLC5,259$461K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,252$461K0.01%+813F-HRTimeline
AMG National Trust Bank5,251$461K0.01%+4313F-HRTimeline
EVERPAR ADVISORS LLC5,233$459K0.23%-39313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)5,183$458K0.21%-9613F-HRTimeline
Larson Financial Group LLC5,221$458K0.02%+22613F-HRTimeline
Heartland Bank & Trust Co5,185$455K0.25%-17713F-HRTimeline
Arkadios Wealth Advisors5,178$454K0.02%+97513F-HRTimeline
Chesapeake Wealth Management5,164$453K0.16%-3413F-HRTimeline
JACKSON SQUARE CAPITAL, LLC5,155$452K0.11%+71713F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,158$452K0.17%13F-HRTimeline
Fulton Bank, N.A.5,115$449K0.02%-513F-HRTimeline
Jacobi Capital Management LLC5,115$449K0.03%-1013F-HRTimeline
Perennial Investment Advisors, LLC5,068$444K0.05%+17513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,056$444K0.11%-22613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC5,037$442K0.17%+18413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,028$441K0.02%-7113F-HRTimelineGroup
CW Advisors, LLC4,978$437K0.01%new13F-HRTimeline
NWF Advisory Services Inc.4,904$433K0.06%-14813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,906$433K0.04%013F-HRTimeline
Vise Technologies, Inc.4,937$433K0.04%+2,16113F-HRTimeline
Frank, Rimerman Advisors LLC4,917$431K0.03%-413F-HRTimeline
AIMZ Investment Advisors, LLC4,910$431K0.15%013F-HRTimeline
Crestwood Advisors Group, LLC4,900$430K0.01%+17913F-HRTimeline
BOKF, NAin group BOKF, NA5,442$428K0.01%+2313F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…4,881$428K0.04%-10913F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,860$426K0.08%new13F-HRTimeline
Centre Asset Management, LLC4,828$424K0.1%+34613F-HRTimeline
FineMark National Bank & Trust4,813$422K0.01%+43413F-HRTimeline
Wilmington Savings Fund Society, FSB4,753$417K0.01%+20513F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,985$417K0.14%-3613F-HRTimeline
CAPITAL ADVISORS INC/OK4,714$414K0.01%+1413F-HRTimeline
D.B. Root & Company, LLC4,708$413K0.13%+1713F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,690$411K0.25%-66013F-HRTimeline
Ballentine Partners, LLC4,629$406K0.01%+36613F-HRTimeline
Edge Financial Advisors LLC4,602$404K0.36%+3413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,600$404K0.01%-1213F-HRTimelineGroup
Etesian Wealth Advisors, Inc.4,592$403K0.18%-2613F-HRTimeline
Groupe la Francaisein group Groupe la Francaise4,619$403K0.01%13F-HRTimelineGroup
one8zero8, LLC4,580$402K0.09%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,572$401K<0.01%+1,05113F-HRTimeline
Savvy Advisors, Inc.4,529$397K0.05%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,523$397K0.01%-2,54913F-HRTimelineGroup
Premier Path Wealth Partners, LLC4,525$397K0.06%+10113F-HRTimeline
Marble Harbor Investment Counsel, LLC4,500$395K0.04%013F-HRTimeline
Graypoint LLC4,487$394K0.02%+19413F-HRTimeline
US Asset Management LLC4,484$393K0.35%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,396$388K0.02%+11413F-HRTimeline
BECK MACK & OLIVER LLC4,407$387K0.01%+3313F-HRTimeline
Williams & Novak Wealth Management, LLC4,405$386K0.37%new13F-HRTimeline
Smartleaf Asset Management LLC4,411$385K0.04%+2,18213F-HRTimeline
WADDELL & ASSOCIATES, LLC4,384$385K0.04%new13F-HR/ATimeline
PharVision Advisers, LLC4,382$384K0.32%13F-HRTimeline
Marcum Wealth, LLC4,348$381K0.03%+6413F-HRTimeline
Cornerstone Wealth Management, LLC4,332$380K0.03%+513F-HRTimeline
Williams Jones Wealth Management, LLC.4,328$380K<0.01%013F-HRTimeline
AA Financial Advisors, LLC4,324$379K0.1%013F-HRTimeline
Global Retirement Partners, LLC4,296$377K0.01%+613F-HRTimeline
Cyndeo Wealth Partners, LLC4,289$376K0.03%-1113F-HRTimeline
Leisure Capital Management4,244$372K0.15%013F-HRTimeline
PDS Planning, Inc4,243$372K0.03%+72413F-HRTimeline
Opus Capital Group, LLC4,228$371K0.05%-1,26713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,196$368K0.01%new13F-HRTimelineGroup
MANCHESTER FINANCIAL INC4,142$363K0.08%-6513F-HRTimeline
Rosenberg Matthew Hamilton4,141$363K0.09%+11013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,370$362K0.02%-12,44413F-HRTimelineGroup
Howard Capital Management, LLC4,130$362K0.01%+19913F-HRTimeline
Financial Alternatives, Inc4,120$361K0.25%-91813F-HRTimeline
Valeo Financial Advisors, LLC4,103$360K0.01%+1,25913F-HRTimeline
Merit Financial Group, LLC4,095$359K0.01%new13F-HRTimeline
Wallace Advisory Group, LLC4,281$358K0.25%new13F-HRTimeline
Hanson & Doremus Investment Management4,047$355K0.06%+3013F-HRTimeline
Plancorp, LLC4,040$354K0.01%+8513F-HRTimeline
Integrated Advisors Network LLC4,033$354K0.02%-92513F-HRTimeline
Signature Wealth Management Partners, L…4,020$353K0.24%013F-HRTimeline
WOLVERINE TRADING, LLC4,036$353K0.01%new13F-HRTimeline
JBR Co Financial Management Inc4,000$351K0.21%013F-HRTimeline
G&S Capital LLC3,992$350K0.14%new13F-HRTimeline
SeaCrest Wealth Management, LLC3,977$349K0.04%-313F-HRTimeline
Summit Financial, LLC3,940$348K0.01%new13F-HRTimeline
Lionshead Wealth Management, LLC3,946$346K0.25%13F-HRTimeline
Independence Bank of Kentucky3,931$345K0.05%+2,77613F-HRTimeline
CONNING INC.in group CONNING INC.3,924$344K0.01%-25213F-HRTimelineGroup
Lakeshore Financial Planning, Inc.3,923$344K0.15%+513F-HRTimeline
Brooklyn Investment Group3,917$344K0.1%+30813F-HRTimeline
Cable Hill Partners, LLC3,887$343K0.03%013F-HRTimeline
Williamson Legacy Group, LLC3,907$343K0.23%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,900$342K0.02%013F-HRTimelineGroup
GTS SECURITIES LLC3,895$342K0.02%-2,98113F-HRTimeline
Simmons Bankin group Simmons Bank3,880$340K0.02%-7713F-HRTimelineGroup
Callan Family Office, LLC3,868$339K0.02%new13F-HRTimeline
DAVIDSON TRUST CO3,850$338K0.17%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,812$334K0.01%+11313F-HRTimeline
LJI Wealth Management, LLC3,798$333K0.07%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,784$332K0.03%+49613F-HRTimeline
Archer Investment Corp3,768$330K0.09%013F-HRTimeline
OmniStar Financial Group, Inc.3,741$328K0.26%-3,75113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,725$327K0.03%-51,99213F-HR/ATimelineGroup
Fisher Asset Management, LLC3,713$326K<0.01%new13F-HRTimeline
Continuum Advisory, LLC3,706$325K0.04%+1013F-HRTimeline
SOL Capital Management CO3,702$325K0.04%+20513F-HRTimeline
World Investment Advisors3,676$322K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,658$321K0.02%-70213F-HRTimeline
Retireful, LLC3,638$319K0.18%new13F-HRTimeline
Cornerstone Planning Group LLC3,869$318K0.08%+1113F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,618$317K0.02%+10613F-HRTimelineGroup
Centric Wealth Management3,613$317K0.09%013F-HRTimeline
AVISO WEALTH MANAGEMENT3,609$317K0.16%-6213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,584$314K<0.01%-1,92813F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT3,576$314K0.01%-14813F-HRTimeline
Center For Asset Management LLC3,540$311K0.2%+3113F-HRTimeline
HBK Sorce Advisory LLC3,539$310K0.01%+97913F-HRTimeline
Faithward Advisors, LLC3,524$309K0.05%+19213F-HRTimeline
AGH Wealth Advisors, LLC3,522$309K0.29%13F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/3,516$308K0.31%-4,50413F-HRTimeline
PRIVATE TRUST CO NA3,503$307K0.03%-21413F-HRTimeline
PRING TURNER CAPITAL GROUP INC3,502$307K0.21%013F-HRTimeline
Empire Financial Management Company, LLC3,444$302K0.09%013F-HRTimeline
BAXTER BROS INC3,400$298K0.04%-20013F-HRTimeline
Oak Asset Management, LLC3,400$298K0.11%013F-HRTimeline
Hodges Capital Management Inc.3,400$298K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,389$297K0.02%-34713F-HRTimelineGroup
Telos Capital Management, Inc.3,382$297K0.03%-47013F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,373$296K0.02%013F-HRTimeline
IFP Advisors, Inc3,210$295K0.01%+15913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,357$294K0.01%+29213F-HRTimelineGroup
Schechter Investment Advisors, LLC3,302$290K0.02%+36013F-HRTimeline
ATWOOD & PALMER INC3,300$289K0.02%013F-HRTimeline
TFB Advisors LLC3,285$288K0.08%+64613F-HRTimeline
Lakeridge Wealth Management LLC3,280$288K0.15%+513F-HRTimeline
SimpliFi, Inc.3,275$287K0.13%+2413F-HRTimeline
Waverly Advisors, LLC3,258$286K<0.01%new13F-HRTimeline
Rossmore Private Capital3,258$286K0.04%013F-HRTimeline
SVB WEALTH LLC3,256$286K0.01%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,230$283K0.05%013F-HRTimeline
Allegheny Financial Group3,229$283K0.07%-813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,441$283K0.04%new13F-HRTimeline
Busey Bank3,221$283K0.01%+2713F-HRTimeline
Maridea Wealth Management LLC3,218$282K0.09%13F-HRTimeline
Blueshift Asset Management, LLC3,192$280K0.1%new13F-HRTimeline
MGB Wealth Management, LLC3,200$280K0.09%013F-HRTimeline
Cypress Wealth Services, LLC3,186$279K0.06%+67713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,181$279K<0.01%-1,07013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,167$278K0.03%-41013F-HRTimeline
Farther Finance Advisors, LLC3,145$276K0.01%-3,52113F-HRTimeline
Atlantic Edge Private Wealth Management…3,110$273K0.08%013F-HRTimeline
Mraz, Amerine & Associates, Inc.3,089$271K0.05%013F-HR/ATimeline
Von Berge Wealth Management Group, LLC3,248$271K0.16%-9613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,076$270K<0.01%new13F-HRTimelineGroup
BANK OF STOCKTON3,076$270K0.08%-213F-HRTimeline
CX Institutional3,075$270K0.01%-813F-HRTimeline
WESBANCO BANK INC3,056$268K0.01%-1613F-HRTimeline
Dorsey & Whitney Trust CO LLC3,030$266K0.01%+20213F-HRTimeline