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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,100 managers (1,124 13F filers) reported a position in SRE shares at 2025-06-30, 587,650,092 shares in all. 97 filers opened a position and 122 filers sold out during the quarter.

Managers
1,100
13F filers
1,124
New
97
Added
469
Reduced
358
Sold out
122
Shares held by filers
587,650,092

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Farringdon Capital, Ltd.6,341$480K0.16%new13F-HRTimeline
Demars Financial Group, LLC6,297$477K0.18%new13F-HRTimeline
Financial Perspectives, Inc6,255$474K0.14%+19813F-HRTimeline
Greenline Partners, LLC6,214$471K0.06%+8013F-HRTimeline
WESBANCO BANK INC6,193$469K0.01%+2,98113F-HRTimeline
Coppell Advisory Solutions LLC6,222$469K0.06%-1,30613F-HR/ATimeline
Csenge Advisory Group5,963$469K0.02%+35213F-HRTimeline
Harbour Capital Advisors, LLC6,259$468K0.1%new13F-HRTimeline
Quaero Capital S.A.6,169$467K0.59%-8,13713F-HRTimeline
Crestwood Advisors Group, LLC6,146$466K0.01%+35013F-HRTimeline
Pointe Capital Management LLC6,129$464K0.24%+8213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,128$464K0.01%+2,00613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,080$461K0.01%new13F-HRTimelineGroup
Florida Trust Wealth Management Co6,054$459K0.01%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,999$458K0.04%+13213F-HRTimelineGroup
Elm Partners Management LLC6,048$458K0.02%new13F-HR/ATimeline
SEARLE & CO.6,000$455K0.13%013F-HRTimeline
Alan B Lancz & Associates, Inc.6,000$455K0.45%013F-HRTimeline
Meridian Wealth Management, LLC5,886$446K0.02%-1213F-HRTimeline
Old Port Advisors5,855$444K0.12%-40913F-HRTimeline
Redhawk Wealth Advisors, Inc.5,851$443K0.06%+12913F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,806$440K0.01%-13,93013F-HRTimeline
Sigma Planning Corp5,799$439K0.01%-34013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,770$437K<0.01%new13F-HRTimelineGroup
Presima Securities ULC5,767$437K0.1%013F-HRTimeline
MJP ASSOCIATES INC /ADV5,682$431K0.06%+20913F-HRTimeline
Rice Partnership, LLC5,651$428K0.07%new13F-HRTimeline
Sepio Capital, LP5,628$426K0.03%-6713F-HRTimeline
AE Wealth Management LLC5,625$426K<0.01%-65913F-HRTimeline
Maven Securities LTDin group Maven Securities LTD5,608$425K0.11%-14,39213F-HRTimelineGroup
Wedmont Private Capital5,700$425K0.02%+39813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …5,600$424K0.01%new13F-HRTimelineGroup
Cross Staff Investments Inc5,600$424K0.32%013F-HRTimeline
Syntegra Private Wealth Group, LLC5,594$424K0.04%+8813F-HRTimeline
Wilmington Savings Fund Society, FSB5,573$422K0.01%+1,04113F-HRTimeline
Valeo Financial Advisors, LLC5,568$422K0.01%+2,45313F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd5,504$417K0.01%-46,68113F-HRTimeline
IHT Wealth Management, LLC5,425$411K0.01%-18413F-HRTimeline
Neumann Capital Management, LLC5,347$405K0.13%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,329$404K0.01%-2,32613F-HRTimeline
Wealthspire Advisors, LLC5,317$403K<0.01%+74613F-HRTimeline
BOKF, NAin group BOKF, NA5,282$400K0.01%-26913F-HRTimelineGroup
Signal Advisors Wealth, LLC5,280$400K0.03%+4713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,267$399K<0.01%-47513F-HRTimeline
Foguth Wealth Management, LLC.5,219$395K0.08%+4013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,192$393K0.01%-37713F-HRTimeline
Private Advisor Group, LLC5,154$390K<0.01%-8313F-HRTimeline
Perennial Investment Advisors, LLC5,131$389K0.04%+18613F-HRTimeline
Altshuler Shaham Ltd5,129$389K0.01%+85813F-HRTimeline
VANCE WEALTH, LLC5,035$382K0.13%+413F-HRTimeline
Alteri Wealth LLC5,023$381K0.15%-8313F-HRTimeline
Voleon Capital Management LP5,022$381K0.02%new13F-HRTimeline
DIVERSIFIED TRUST CO5,001$379K0.01%+7713F-HRTimeline
Cornerstone Wealth Management, LLC4,999$379K0.02%+42513F-HRTimeline
Smartleaf Asset Management LLC4,990$376K0.03%+2,17013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,938$374K0.01%+213F-HRTimelineGroup
Frank, Rimerman Advisors LLC4,921$373K0.03%-52113F-HRTimeline
IEQ CAPITAL, LLC4,919$373K<0.01%-24213F-HRTimeline
ROCKLAND TRUST CO4,911$372K0.02%-41213F-HRTimeline
AIMZ Investment Advisors, LLC4,910$372K0.12%013F-HRTimeline
Quotient Wealth Partners, LLC4,901$371K0.01%-84213F-HRTimeline
Integrated Advisors Network LLC4,886$370K0.02%+1,53013F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,867$369K0.1%-4613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,856$368K0.01%-9713F-HRTimelineGroup
PFG Advisors4,854$368K0.02%+20213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,854$368K0.33%-1,43013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,799$366K0.03%-15013F-HRTimeline
Baader Bank Aktiengesellschaft4,804$364K0.03%+1,81613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,792$363K0.16%+2813F-HRTimeline
Rosenberg Matthew Hamilton4,789$363K0.08%+66613F-HRTimeline
Farther Finance Advisors, LLC4,767$361K0.01%-42413F-HRTimeline
Confluence Wealth Services, Inc.4,738$359K0.02%013F-HRTimeline
Savvy Advisors, Inc.4,735$359K0.02%+25113F-HRTimeline
Edge Financial Advisors LLC4,682$355K0.19%+4313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,680$355K0.02%+51313F-HRTimelineGroup
Etesian Wealth Advisors, Inc.4,662$353K0.13%013F-HRTimeline
Pallas Capital Advisors LLC4,639$352K0.01%-74513F-HRTimeline
AA Financial Advisors, LLC4,632$351K0.08%013F-HRTimeline
AMG National Trust Bank4,629$351K0.01%+1,22013F-HRTimeline
D.B. Root & Company, LLC4,616$350K0.1%+8613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…4,607$349K0.03%013F-HRTimeline
Patten Group, Inc.4,603$349K0.07%+7813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,600$349K0.01%013F-HRTimelineGroup
Obermeyer Wealth Partners4,558$345K0.02%-30013F-HRTimeline
Williams Jones Wealth Management, LLC.4,528$343K<0.01%013F-HRTimeline
Global Retirement Partners, LLC4,528$343K0.01%13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,479$342K0.01%013F-HR/ATimeline
Marble Harbor Investment Counsel, LLC4,500$341K0.04%013F-HRTimeline
US Asset Management LLC4,484$340K0.29%013F-HRTimeline
BECK MACK & OLIVER LLC4,481$340K0.01%+4113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,477$339K0.01%+1,61713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,409$334K<0.01%-10213F-HRTimeline
Fulton Bank, N.A.4,409$334K0.01%-67613F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,401$333K0.12%+46713F-HRTimeline
WADDELL & ASSOCIATES, LLC4,384$332K0.04%013F-HRTimeline
Arax Advisory Partners4,337$332K0.02%+14513F-HRTimeline
NWF Advisory Services Inc.4,364$331K0.04%+84413F-HRTimeline
SeaCrest Wealth Management, LLC4,351$330K0.04%+46613F-HRTimeline
Cornerstone Planning Group LLC3,954$326K0.07%+1313F-HRTimeline
Leisure Capital Management4,244$322K0.12%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,214$319K0.02%-7913F-HRTimeline
EVERPAR ADVISORS LLC4,185$317K0.14%+21613F-HRTimeline
Portfolio Design Labs, LLC4,175$316K0.06%-1,73213F-HRTimeline
Ellenbecker Investment Group4,173$316K0.05%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.4,168$316K0.05%+1,07913F-HRTimeline
WIMMER ASSOCIATES 1, LLC4,138$314K0.16%013F-HRTimeline
Plancorp, LLC4,123$312K0.01%+5413F-HRTimeline
Financial Alternatives, Inc4,120$312K0.2%013F-HRTimeline
Hanson & Doremus Investment Management4,115$312K0.04%+3813F-HRTimeline
Occidental Asset Management, LLC4,052$307K0.04%new13F-HRTimeline
Elyxium Wealth, LLC4,036$306K0.11%+20313F-HRTimeline
Wallace Advisory Group, LLC4,281$305K0.22%013F-HRTimeline
Signature Wealth Management Partners, L…4,020$305K0.17%013F-HRTimeline
Howard Capital Management, LLC3,980$304K<0.01%+39913F-HRTimeline
Center For Asset Management LLC3,470$303K0.19%-12213F-HRTimeline
JBR Co Financial Management Inc4,000$303K0.15%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,989$302K0.08%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,957$300K0.02%+5713F-HRTimelineGroup
Lakeshore Financial Planning, Inc.3,935$298K0.12%+713F-HRTimeline
Quarry LP3,929$298K0.07%+2,12913F-HRTimeline
PDS Planning, Inc3,899$295K0.02%+29813F-HRTimeline
Centric Wealth Management3,613$295K0.07%013F-HRTimeline
Simmons Bankin group Simmons Bank3,875$294K0.02%-513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC3,866$293K0.01%new13F-HRTimelineGroup
DAVIDSON TRUST CO3,843$291K0.13%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,832$290K0.02%+62413F-HRTimeline
TWINBEECH CAPITAL LP3,824$290K0.01%-8,27913F-HRTimeline
MANCHESTER FINANCIAL INC3,818$289K0.06%-9413F-HRTimeline
GC Wealth Management RIA, LLC3,810$289K0.02%new13F-HRTimeline
LJI Wealth Management, LLC3,798$288K0.05%-1013F-HRTimeline
DEFINE FINANCIAL, LLC3,798$288K0.19%+3413F-HRTimeline
CONNING INC.in group CONNING INC.3,798$288K0.01%-12613F-HRTimelineGroup
PUREfi Wealth, LLC3,794$287K0.23%+48213F-HRTimeline
Archer Investment Corp3,774$286K0.07%+613F-HRTimeline
Williamson Legacy Group, LLC3,739$283K0.24%-6313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,738$283K<0.01%+77613F-HRTimelineGroup
MBB PUBLIC MARKETS I LLC3,724$282K0.03%-81913F-HRTimeline
Prossimo Advisors, LLC3,717$282K0.23%-2,50413F-HRTimeline
Dorsey & Whitney Trust CO LLC3,701$280K0.01%+60513F-HRTimeline
Continuum Advisory, LLC3,691$280K0.03%+10113F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD3,673$278K0.02%-48613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,660$277K0.04%+16813F-HRTimeline
Sovran Advisors, LLC3,727$277K0.03%-1913F-HRTimeline
Summit Trail Advisors, LLC3,563$276K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,644$276K0.02%-3413F-HRTimeline
World Investment Advisors3,643$276K0.01%-77213F-HRTimeline
HBK Sorce Advisory LLC3,639$276K0.01%+19113F-HRTimeline
Graypoint LLC3,625$275K0.02%-2613F-HRTimeline
Sound View Wealth Advisors Group, LLC3,618$274K0.02%+33913F-HRTimeline
FineMark National Bank & Trust3,610$274K0.01%-81813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,592$272K<0.01%-1313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,581$271K0.03%new13F-HRTimeline
Brown Miller Wealth Management, LLC3,564$270K0.08%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,522$267K0.02%-92013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,509$266K0.01%+4213F-HRTimelineGroup
Octavia Wealth Advisors, LLC3,479$266K0.03%-3,15613F-HRTimeline
PRING TURNER CAPITAL GROUP INC3,502$265K0.17%013F-HRTimeline
SYON CAPITAL LLC3,483$264K0.02%new13F-HRTimeline
Waverly Advisors, LLC3,475$263K<0.01%+1013F-HRTimeline
Trilogy Capital Inc.3,465$263K0.01%+60013F-HRTimeline
Sather Financial Group Inc3,453$262K0.02%new13F-HRTimeline
Empire Financial Management Company, LLC3,444$261K0.08%013F-HRTimeline
Von Berge Wealth Management Group, LLC3,260$260K0.15%+613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,423$259K0.02%-6813F-HRTimeline
PRIVATE TRUST CO NA3,403$258K0.02%-3613F-HRTimeline
Oak Asset Management, LLC3,400$258K0.09%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,373$256K0.02%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,365$255K0.09%013F-HRTimelineGroup
IFP Advisors, Inc2,455$254K0.01%-64413F-HRTimeline
Opus Capital Group, LLC3,334$253K0.03%-67013F-HRTimeline
AGH Wealth Advisors, LLC3,337$253K0.21%-4513F-HRTimeline
SimpliFi, Inc.3,330$252K0.11%+3013F-HRTimeline
CX Institutional3,322$252K0.01%+1,35813F-HR/ATimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,320$252K<0.01%-70013F-HRTimelineGroup
Oslo Pensjonsforsikring AS3,306$250K0.04%013F-HRTimeline
ATWOOD & PALMER INC3,300$250K0.02%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,296$250K0.04%+6613F-HRTimeline
AVISO WEALTH MANAGEMENT3,295$250K0.12%-27013F-HRTimeline
Carrera Capital Advisors3,247$248K0.05%-46,32313F-HRTimeline
Rossmore Private Capital3,258$247K0.03%-113F-HRTimeline
First Horizon Advisors, Inc.3,256$247K0.01%-1,41413F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,250$246K0.01%+1,20413F-HRTimeline
Faithward Advisors, LLC3,240$245K0.04%-5013F-HRTimeline
Parsonex Advisory Services, Inc.3,235$245K0.2%13F-HRTimeline
Summit Financial, LLC3,186$244K0.01%-61413F-HRTimeline
Allegheny Financial Group3,201$243K0.05%+913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,197$242K0.01%+29213F-HRTimeline
Cypress Wealth Services, LLC3,190$242K0.04%+10413F-HRTimeline
MGB Wealth Management, LLC3,200$241K0.08%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,158$239K0.01%+9013F-HRTimelineGroup
Busey Bank3,143$238K0.01%-14313F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,111$236K<0.01%+11213F-HRTimeline
Souders Financial Advisors3,090$234K0.03%new13F-HRTimeline
Impact Capital Partners LLC3,073$233K0.08%+22913F-HRTimeline
FIRST AMERICAN TRUST, FSB3,062$232K0.02%+813F-HRTimeline
Pinnacle Financial Partners Inc3,054$231K<0.01%+7113F-HRTimeline
Delta Investment Management, LLC3,049$231K0.04%-55513F-HRTimeline
Freedom Investment Management, Inc.3,037$230K0.02%-36513F-HRTimeline
Iron Gate Global Advisors LLC3,000$229K0.03%-1513F-HRTimeline
Beaumont Financial Advisors, LLC3,018$229K0.02%+4513F-HRTimeline