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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,119 managers (1,149 13F filers) reported a position in SRE shares at 2025-03-31, 581,672,344 shares in all. 117 filers opened a position and 170 filers sold out during the quarter.

Managers
1,119
13F filers
1,149
New
117
Added
427
Reduced
419
Sold out
170
Shares held by filers
581,672,344

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aaron Wealth Advisors LLC6,925$494K0.06%-18613F-HRTimeline
Heritage Wealth Management, Inc.6,867$490K0.17%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,916$487K0.21%+1,04413F-HR/ATimeline
Town & Country Bank & Trust CO dba Firs…6,798$485K0.19%-913F-HRTimeline
Bridgewater Advisors Inc.6,407$483K0.04%new13F-HRTimeline
CW Advisors, LLC6,742$480K0.01%+1,76413F-HRTimeline
Arkadios Wealth Advisors6,717$479K0.02%+1,53913F-HRTimeline
Octavia Wealth Advisors, LLC6,635$478K0.06%+26313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,677$476K0.05%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,609$476K0.02%-97213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,597$475K0.01%+30113F-HRTimeline
Gilman Hill Asset Management, LLC6,638$474K0.08%-1,06013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,609$461K<0.01%-29613F-HR/ATimelineGroup
Chicago Partners Investment Group LLC6,068$460K0.02%-20513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,433$459K<0.01%+813F-HRTimeline
HCR Wealth Advisors6,398$457K0.06%+2713F-HRTimeline
Sunbelt Securities, Inc.6,396$456K0.04%-4713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,372$455K0.09%-13913F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC6,359$454K0.01%new13F-HRTimelineGroup
CAXTON ASSOCIATES LLP6,299$449K0.02%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC6,284$448K0.43%+47613F-HRTimeline
AE Wealth Management LLC6,284$448K<0.01%-3,58313F-HRTimeline
Old Port Advisors6,264$447K0.13%-10013F-HRTimeline
Prossimo Advisors, LLC6,221$444K0.33%-4713F-HRTimeline
Mediolanum International Funds Ltd6,340$442K0.01%-20113F-HRTimeline
Oak Thistle LLC6,195$442K0.09%new13F-HRTimeline
BANK OF HAWAII6,155$439K0.03%013F-HRTimeline
Sigma Planning Corp6,139$438K0.01%-28413F-HRTimeline
Greenline Partners, LLC6,134$438K0.07%+1613F-HRTimeline
SHERBROOKE PARK ADVISERS LLC6,064$433K0.2%new13F-HRTimeline
Financial Perspectives, Inc6,057$432K0.15%-10113F-HRTimeline
Florida Trust Wealth Management Co6,054$432K0.01%013F-HRTimeline
Pointe Capital Management LLC6,047$432K0.25%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,913$431K0.14%-7213F-HRTimeline
SEARLE & CO.6,000$428K0.12%013F-HRTimeline
Alan B Lancz & Associates, Inc.6,000$428K0.46%-90013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,867$423K0.04%-1,13713F-HRTimelineGroup
Portfolio Design Labs, LLC5,907$422K0.09%-19,20013F-HRTimeline
Meridian Wealth Management, LLC5,898$421K0.02%+56213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,534$417K<0.01%-42113F-HRTimelineGroup
Crestwood Advisors Group, LLC5,796$414K0.01%+89613F-HRTimeline
Presima Securities ULC5,767$412K0.09%+11713F-HRTimeline
Quotient Wealth Partners, LLC5,743$410K0.01%-3,00213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,742$410K<0.01%+26113F-HRTimeline
Redhawk Wealth Advisors, Inc.5,722$408K0.05%+17813F-HRTimeline
Sepio Capital, LP5,695$406K0.03%013F-HRTimeline
Jacobi Capital Management LLC5,641$403K0.03%+52613F-HRTimeline
IHT Wealth Management, LLC5,609$400K0.01%+913F-HRTimeline
Cross Staff Investments Inc5,600$400K0.3%013F-HRTimeline
Csenge Advisory Group5,611$399K0.02%-65413F-HRTimeline
NorthRock Partners, LLC5,538$399K0.01%-1,24613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,569$397K0.01%+31713F-HRTimeline
BOKF, NAin group BOKF, NA5,551$396K0.01%+10913F-HRTimelineGroup
Syntegra Private Wealth Group, LLC5,506$393K0.05%+10213F-HRTimeline
Williams & Novak Wealth Management, LLC5,465$391K0.38%+1,06013F-HRTimeline
MJP ASSOCIATES INC /ADV5,473$391K0.07%-72213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,451$389K<0.01%+2513F-HRTimeline
Frank, Rimerman Advisors LLC5,442$388K0.03%+52513F-HRTimeline
SummitTX Capital, L.P.5,413$386K0.02%13F-HRTimeline
Pallas Capital Advisors LLC5,384$384K0.02%new13F-HRTimeline
Neumann Capital Management, LLC5,347$382K0.13%013F-HRTimeline
ROCKLAND TRUST CO5,323$380K0.02%-38913F-HRTimeline
Wallace Advisory Group, LLC4,281$376K0.26%013F-HRTimeline
Private Advisor Group, LLC5,237$374K<0.01%-21613F-HRTimeline
Signal Advisors Wealth, LLC5,233$373K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC5,191$371K0.01%+2,04613F-HRTimeline
Gotham Asset Management, LLC5,192$371K<0.01%-9,47113F-HRTimeline
Foguth Wealth Management, LLC.5,179$370K0.09%new13F-HRTimeline
IEQ CAPITAL, LLC5,161$368K<0.01%-1,98613F-HRTimeline
Alteri Wealth LLC5,106$364K0.16%-32113F-HRTimeline
Fulton Bank, N.A.5,085$363K0.01%-3013F-HRTimeline
Wedmont Private Capital5,302$362K0.02%-80013F-HRTimeline
Brooklyn Investment Group5,071$362K0.08%+1,15413F-HRTimeline
GSA CAPITAL PARTNERS LLP5,055$361K0.03%new13F-HRTimeline
Chesapeake Wealth Management5,039$360K0.13%-12513F-HRTimeline
Avantra Family Wealth, Inc.5,031$359K0.34%-68813F-HRTimeline
VANCE WEALTH, LLC5,031$359K0.13%-37013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,949$356K0.03%+4313F-HRTimeline
Centre Asset Management, LLC4,986$356K0.09%+15813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,953$354K0.01%+43013F-HRTimelineGroup
Perennial Investment Advisors, LLC4,945$353K0.04%-12313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,936$352K0.01%-9213F-HRTimelineGroup
DIVERSIFIED TRUST CO4,924$351K0.01%-52413F-HRTimeline
AIMZ Investment Advisors, LLC4,910$350K0.12%013F-HRTimeline
Confluence Wealth Services, Inc.4,738$347K0.02%+2,21413F-HRTimeline
Obermeyer Wealth Partners4,858$347K0.02%-62113F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,764$343K0.15%-41913F-HRTimeline
Bridgefront Capital, LLC4,802$343K0.1%new13F-HRTimeline
CAPITAL ADVISORS INC/OK4,716$337K0.01%+213F-HRTimeline
Dynamic Technology Lab Private Ltd4,673$334K0.05%new13F-HRTimeline
First Horizon Advisors, Inc.4,670$333K0.01%+2,00113F-HRTimeline
Etesian Wealth Advisors, Inc.4,662$333K0.14%+7013F-HRTimeline
AlphaQuest LLC4,660$333K0.04%new13F-HRTimeline
Marcum Wealth, LLC4,653$332K0.03%+30513F-HRTimeline
PFG Advisors4,652$332K0.02%+2,18113F-HRTimeline
Edge Financial Advisors LLC4,639$331K0.21%+3713F-HRTimeline
AXQ CAPITAL, LP4,638$331K0.13%new13F-HRTimeline
AA Financial Advisors, LLC4,632$331K0.08%+30813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…4,607$329K0.03%-27413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,600$328K0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC4,574$326K0.02%+24213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,573$326K0.13%-46413F-HRTimeline
Wealthspire Advisors, LLC4,571$326K<0.01%-69213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,556$325K0.08%-50013F-HRTimeline
MBB PUBLIC MARKETS I LLC4,543$324K0.04%new13F-HR/ATimeline
Wilmington Savings Fund Society, FSB4,532$323K0.01%-22113F-HRTimeline
D.B. Root & Company, LLC4,530$323K0.1%-17813F-HRTimeline
Williams Jones Wealth Management, LLC.4,528$323K<0.01%+20013F-HRTimeline
Patten Group, Inc.4,525$323K0.07%+1,87513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,479$322K0.02%-90013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,511$322K<0.01%-6113F-HRTimeline
Marble Harbor Investment Counsel, LLC4,500$321K0.04%013F-HRTimeline
US Asset Management LLC4,484$320K0.31%013F-HRTimeline
Savvy Advisors, Inc.4,484$320K0.03%-4513F-HRTimeline
GREAT LAKES ADVISORS, LLC4,469$319K<0.01%-44,58913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,442$317K0.02%-92413F-HRTimeline
BECK MACK & OLIVER LLC4,440$317K0.01%+3313F-HRTimeline
FineMark National Bank & Trust4,428$316K0.01%-38513F-HRTimeline
World Investment Advisors4,415$315K0.01%+73913F-HRTimeline
WADDELL & ASSOCIATES, LLC4,384$313K0.04%013F-HR/ATimeline
WIMMER ASSOCIATES 1, LLC4,138$311K0.16%-1,99613F-HRTimeline
Cyndeo Wealth Partners, LLC4,293$306K0.02%+413F-HRTimeline
Altshuler Shaham Ltd4,271$305K0.01%+3,06713F-HRTimeline
Leisure Capital Management4,244$303K0.12%013F-HRTimeline
Arax Advisory Partners4,192$299K0.02%-3,62613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,167$297K0.02%+77813F-HRTimelineGroup
PLATINUM INVESTMENT MANAGEMENT LTD4,159$297K0.02%+2,68313F-HRTimeline
Rosenberg Matthew Hamilton4,123$294K0.07%-1813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,122$294K0.01%-1,89913F-HRTimeline
Financial Alternatives, Inc4,120$294K0.21%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise4,183$293K0.01%-43613F-HRTimelineGroup
ALGERT GLOBAL LLC4,080$291K0.01%new13F-HR/ATimeline
Hanson & Doremus Investment Management4,077$291K0.04%+3013F-HRTimeline
Plancorp, LLC4,069$290K0.01%+2913F-HRTimeline
Headlands Technologies LLC4,056$289K0.03%new13F-HRTimeline
Cornerstone Planning Group LLC3,941$289K0.07%+7213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,020$287K<0.01%-8,35913F-HRTimelineGroup
Signature Wealth Management Partners, L…4,020$287K0.19%013F-HRTimeline
Opus Capital Group, LLC4,004$286K0.04%-22413F-HRTimeline
G&S Capital LLC4,003$286K0.12%+1113F-HRTimeline
JBR Co Financial Management Inc4,000$285K0.17%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,996$285K0.02%+37813F-HRTimelineGroup
EVERPAR ADVISORS LLC3,969$283K0.15%-1,26413F-HRTimeline
Lakeshore Financial Planning, Inc.3,928$280K0.12%+513F-HRTimeline
CONNING INC.in group CONNING INC.3,924$280K0.01%013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…3,934$280K0.13%-1,22413F-HRTimeline
MANCHESTER FINANCIAL INC3,912$279K0.06%-23013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,900$278K0.02%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC3,885$277K0.03%-9213F-HRTimeline
Simmons Bankin group Simmons Bank3,880$277K0.02%013F-HRTimelineGroup
DAVIDSON TRUST CO3,843$274K0.13%-713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,840$274K0.01%+2813F-HRTimeline
Elyxium Wealth, LLC3,833$274K0.12%new13F-HRTimeline
LJI Wealth Management, LLC3,808$272K0.05%+1013F-HRTimeline
Williamson Legacy Group, LLC3,802$271K0.26%-10513F-HRTimeline
Summit Financial, LLC3,800$271K0.01%-14013F-HRTimeline
Archer Investment Corp3,768$269K0.07%013F-HRTimeline
Callan Family Office, LLC3,763$269K0.02%-10513F-HRTimeline
Sovran Advisors, LLC3,746$266K0.03%+36813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,678$262K0.02%new13F-HRTimeline
Graypoint LLC3,651$261K0.02%-83613F-HRTimeline
Centric Wealth Management3,613$258K0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,605$257K<0.01%+52913F-HRTimelineGroup
Delta Investment Management, LLC3,604$257K0.05%new13F-HRTimeline
DEFINE FINANCIAL, LLC3,764$257K0.2%+1,06813F-HRTimeline
PDS Planning, Inc3,601$257K0.02%-64213F-HRTimeline
Center For Asset Management LLC3,592$256K0.16%+5213F-HRTimeline
Continuum Advisory, LLC3,590$256K0.03%-11613F-HRTimeline
Howard Capital Management, LLC3,581$256K0.01%-54913F-HRTimeline
AVISO WEALTH MANAGEMENT3,565$254K0.14%-4413F-HRTimeline
Brown Miller Wealth Management, LLC3,564$254K0.09%+1,27813F-HRTimeline
NWF Advisory Services Inc.3,520$251K0.04%-1,38413F-HRTimeline
PRING TURNER CAPITAL GROUP INC3,502$250K0.16%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,492$249K0.04%+5113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,491$249K0.03%+32413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,467$247K0.01%+11013F-HRTimelineGroup
Waverly Advisors, LLC3,465$247K<0.01%+20713F-HRTimeline
HBK Sorce Advisory LLC3,448$246K0.01%-9113F-HRTimeline
Empire Financial Management Company, LLC3,444$246K0.08%013F-HRTimeline
PRIVATE TRUST CO NA3,439$245K0.03%-6413F-HRTimeline
PharVision Advisers, LLC3,437$245K0.34%-94513F-HRTimeline
Lindbrook Capital, LLC3,425$244K0.02%+1,01513F-HRTimeline
Seed Wealth Management, Inc.3,410$243K0.2%new13F-HRTimeline
AMG National Trust Bank3,409$243K0.01%-1,84213F-HRTimeline
Freedom Investment Management, Inc.3,402$243K0.02%new13F-HRTimeline
IMS Capital Management3,400$243K0.12%new13F-HRTimeline
Oak Asset Management, LLC3,400$243K0.09%013F-HRTimeline
Von Berge Wealth Management Group, LLC3,254$243K0.16%+613F-HRTimeline
AGH Wealth Advisors, LLC3,382$241K0.23%-14013F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,373$241K0.02%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,365$240K0.1%new13F-HRTimelineGroup
Integrated Advisors Network LLC3,356$240K0.01%-67713F-HRTimeline
BAXTER BROS INC3,350$239K0.03%-5013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,331$238K<0.01%-3,24413F-HRTimelineGroup
PUREfi Wealth, LLC3,312$236K0.24%new13F-HRTimeline
Oslo Pensjonsforsikring AS3,306$236K0.04%+2,22713F-HRTimeline
ATWOOD & PALMER INC3,300$235K0.02%013F-HRTimeline
R Squared Ltd3,300$235K0.25%+3,07013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SimpliFi, Inc.3,300$235K0.11%+2513F-HRTimeline
Faithward Advisors, LLC3,290$235K0.04%-23413F-HRTimeline