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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,121 managers (1,152 13F filers) reported a position in SRE shares at 2025-09-30, 605,123,408 shares in all. 116 filers opened a position and 85 filers sold out during the quarter.

Managers
1,121
13F filers
1,152
New
116
Added
417
Reduced
390
Sold out
85
Shares held by filers
605,123,408

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Greenline Partners, LLC6,134$552K0.07%-8013F-HRTimeline
Pointe Capital Management LLC6,129$551K0.27%013F-HRTimeline
Diligent Investors, LLC6,127$551K0.14%-60013F-HRTimeline
ELCO Management Co., LLC6,125$551K0.29%-1,34913F-HRTimeline
HCR Wealth Advisors6,148$549K0.06%-28713F-HRTimeline
Florida Trust Wealth Management Co6,054$545K0.02%013F-HRTimeline
WESBANCO BANK INC6,035$543K0.02%-15813F-HRTimeline
SEARLE & CO.6,000$540K0.14%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,995$539K0.02%+18913F-HRTimeline
Sepio Capital, LP5,974$538K0.03%+34613F-HRTimeline
Nippon Life Global Investors Americas, …5,950$535K0.02%-6,49013F-HRTimeline
Harbour Capital Advisors, LLC5,681$534K0.11%-57813F-HRTimeline
Alan B Lancz & Associates, Inc.5,900$531K0.48%-10013F-HRTimeline
MJP ASSOCIATES INC /ADV5,871$528K0.07%+18913F-HRTimeline
Meridian Wealth Management, LLC5,794$521K0.02%-9213F-HRTimeline
Presima Securities ULC5,767$519K0.14%013F-HRTimeline
WEALTH ALLIANCE, LLC5,715$514K0.05%-1,27913F-HRTimeline
Glenview Trust Co5,709$514K0.01%new13F-HRTimeline
Brooklyn Investment Group6,807$513K0.07%-16413F-HR/ATimeline
Rice Partnership, LLC5,651$508K0.07%013F-HRTimeline
Syntegra Private Wealth Group, LLC5,611$505K0.05%+1713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …5,600$504K0.01%013F-HRTimelineGroup
Cross Staff Investments Inc5,600$504K0.35%013F-HRTimeline
Perennial Investment Advisors, LLC5,543$499K0.04%+41213F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,519$497K0.01%+19013F-HRTimeline
Old Port Advisors5,462$491K0.12%-39313F-HRTimeline
Financial Alternatives, Inc5,462$491K0.3%+1,34213F-HRTimeline
Checchi Capital Advisers, LLC5,410$487K0.03%-1,22713F-HRTimeline
Coppell Advisory Solutions LLC5,413$486K0.05%-80913F-HRTimeline
Portfolio Design Labs, LLC5,389$485K0.08%+1,21413F-HRTimeline
Valeo Financial Advisors, LLC5,355$482K0.01%-21313F-HRTimeline
Neumann Capital Management, LLC5,347$481K0.14%013F-HRTimeline
IHT Wealth Management, LLC5,333$480K0.01%-9213F-HRTimeline
HARBOUR INVESTMENTS, INC.5,264$474K0.01%+7213F-HRTimeline
Integrated Advisors Network LLC5,259$473K0.02%+37313F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…5,274$473K0.01%-5,60213F-HRTimelineGroup
DIVERSIFIED TRUST CO5,231$471K0.01%+23013F-HRTimeline
SYON CAPITAL LLC5,166$465K0.02%+1,68313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,156$464K0.01%+30013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC5,112$460K0.03%+1,59013F-HRTimeline
Rosenberg Matthew Hamilton5,075$457K0.1%+28613F-HRTimeline
VANCE WEALTH, LLC5,042$454K0.14%+713F-HRTimeline
Cornerstone Wealth Management, LLC5,000$450K0.02%+113F-HRTimeline
Frank, Rimerman Advisors LLC4,965$447K0.03%+4413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,942$445K0.02%+413F-HRTimelineGroup
AIMZ Investment Advisors, LLC4,910$442K0.14%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,907$442K<0.01%+1,16913F-HRTimelineGroup
BOKF, NAin group BOKF, NA4,897$441K0.01%-38513F-HRTimelineGroup
Edge Financial Advisors LLC4,863$438K0.2%+18113F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,834$435K0.15%+4213F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,799$432K0.04%013F-HRTimeline
Confluence Wealth Services, Inc.4,738$426K0.02%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,712$424K0.12%-15513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,701$423K0.37%-15313F-HRTimeline
CAPITAL ADVISORS INC/OK4,701$423K0.01%-3,52413F-HRTimeline
Pallas Capital Advisors LLC4,670$420K0.02%+3113F-HRTimeline
AMG National Trust Bank4,629$417K0.01%013F-HRTimeline
D.B. Root & Company, LLC4,626$416K0.11%+1013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,600$414K0.01%013F-HRTimelineGroup
AA Financial Advisors, LLC4,586$413K0.08%-4613F-HRTimeline
Aster Capital Management (DIFC) Ltd4,575$412K0.21%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,372$408K0.04%+2113F-HRTimeline
Williams Jones Wealth Management, LLC.4,528$407K<0.01%013F-HRTimeline
TSFG, LLC4,526$407K0.06%+2,96013F-HRTimeline
BECK MACK & OLIVER LLC4,520$407K0.01%+3913F-HRTimeline
DAVIDSON TRUST CO4,518$407K0.17%+67513F-HRTimeline
Patten Group, Inc.4,506$405K0.08%-9713F-HRTimeline
Marble Harbor Investment Counsel, LLC4,500$405K0.04%013F-HRTimeline
US Asset Management LLC4,484$403K0.33%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,479$403K0.02%013F-HRTimeline
Etesian Wealth Advisors, Inc.4,472$402K0.13%-19013F-HRTimeline
KERR FINANCIAL PLANNING Corp4,338$400K0.56%13F-HR/ATimeline
Quotient Wealth Partners, LLC4,426$398K0.01%-47513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…4,407$397K0.04%-20013F-HRTimeline
PUREfi Wealth, LLC4,406$396K0.31%+61213F-HRTimeline
WADDELL & ASSOCIATES, LLC4,384$394K0.03%013F-HRTimeline
Fulton Bank, N.A.4,380$394K0.01%-2913F-HRTimeline
Busey Bank4,331$390K0.01%+1,18813F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,324$389K0.13%13F-HRTimeline
Leisure Capital Management4,244$382K0.13%013F-HRTimeline
ROCKLAND TRUST CO4,221$380K0.02%-69013F-HRTimeline
Avantra Family Wealth, Inc.4,218$380K0.28%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,214$379K0.07%new13F-HRTimeline
Plancorp, LLC4,185$377K0.01%+6213F-HRTimeline
Mraz, Amerine & Associates, Inc.4,168$375K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,150$373K0.01%-53013F-HRTimelineGroup
Hanson & Doremus Investment Management4,151$373K0.05%+3613F-HRTimeline
WIMMER ASSOCIATES 1, LLC4,138$372K0.18%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,124$371K0.02%-9013F-HRTimeline
Occidental Asset Management, LLC4,124$371K0.05%+7213F-HRTimeline
EVERPAR ADVISORS LLC4,121$371K0.15%-6413F-HRTimeline
Howard Capital Management, LLC4,112$370K<0.01%+13213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC4,076$367K<0.01%-9,72413F-HRTimeline
PDS Planning, Inc4,038$363K0.03%+13913F-HRTimeline
Signature Wealth Management Partners, L…4,020$362K0.19%013F-HRTimeline
JBR Co Financial Management Inc4,000$360K0.15%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,989$359K0.09%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,987$358K0.12%-41413F-HRTimeline
Elyxium Wealth, LLC3,976$358K0.12%-6013F-HRTimeline
Sigma Planning Corp3,956$356K0.01%-1,84313F-HRTimeline
Lakeshore Financial Planning, Inc.3,940$355K0.13%+513F-HRTimeline
IFG Advisory, LLC3,840$346K0.02%new13F-HRTimeline
DEFINE FINANCIAL, LLC3,831$345K0.21%+3313F-HRTimeline
LJI Wealth Management, LLC3,798$342K0.06%013F-HRTimeline
CONNING INC.in group CONNING INC.3,798$342K0.01%013F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…3,743$337K<0.01%new13F-HRTimeline
MANCHESTER FINANCIAL INC3,734$336K0.07%-8413F-HRTimeline
HBK Sorce Advisory LLC3,636$336K0.01%-313F-HR/ATimeline
Simmons Bankin group Simmons Bank3,726$335K0.02%-14913F-HRTimelineGroup
World Investment Advisors3,718$335K0.01%+7513F-HRTimeline
Centric Wealth Management3,633$334K0.07%+2013F-HRTimeline
Sather Financial Group Inc3,711$334K0.02%+25813F-HRTimeline
GROUP ONE TRADING LLC3,706$333K0.01%-53,69013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,691$332K0.05%+3113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,689$332K<0.01%+9713F-HRTimelineGroup
Williamson Legacy Group, LLC3,666$330K0.25%-7313F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,661$329K0.02%+28813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,654$329K0.03%-2,34513F-HRTimelineGroup
Alteri Wealth LLC3,647$328K0.11%-1,37613F-HRTimeline
Leonteq Securities AG3,646$328K0.02%-2,79213F-HRTimeline
Sovran Advisors, LLC3,525$326K0.03%-20213F-HRTimeline
IEQ CAPITAL, LLC3,616$325K<0.01%-1,30313F-HRTimeline
Waverly Advisors, LLC3,601$324K<0.01%+12613F-HRTimeline
FineMark National Bank & Trust3,550$319K0.01%-6013F-HRTimeline
One Capital Management, LLC3,550$319K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,542$319K0.02%-29013F-HRTimeline
Trilogy Capital Inc.3,540$319K0.01%+7513F-HRTimeline
Brown Miller Wealth Management, LLC3,564$318K0.09%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,534$318K0.01%+2513F-HRTimelineGroup
PRING TURNER CAPITAL GROUP INC3,502$315K0.19%013F-HRTimeline
NWF Advisory Services Inc.3,501$315K0.03%-86313F-HRTimeline
Center For Asset Management LLC3,489$314K0.17%+1913F-HRTimeline
Golden State Wealth Management, LLC3,476$313K0.03%+1,25613F-HRTimeline
Wealthspire Advisors, LLC3,467$312K<0.01%-1,85013F-HRTimeline
Continuum Advisory, LLC3,459$311K0.03%-23213F-HRTimeline
Tamar Securities, LLC3,456$311K0.04%new13F-HRTimeline
Empire Financial Management Company, LLC3,444$310K0.07%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,419$308K0.01%+55113F-HRTimelineGroup
L2 Asset Management, LLC3,402$306K0.04%+43913F-HRTimeline
Oak Asset Management, LLC3,400$306K0.1%013F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD3,388$305K0.02%-28513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,365$303K0.09%013F-HRTimelineGroup
AGH Wealth Advisors, LLC3,352$302K0.22%+1513F-HRTimeline
CX Institutional3,332$300K0.01%+1013F-HRTimeline
WEXFORD CAPITAL LP3,326$299K0.09%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC3,316$298K0.02%-38513F-HRTimeline
Oslo Pensjonsforsikring AS3,306$297K0.05%013F-HRTimeline
ATWOOD & PALMER INC3,300$297K0.02%013F-HRTimeline
Souders Financial Advisors3,289$296K0.04%+19913F-HRTimeline
Obermeyer Wealth Partners3,258$293K0.01%-1,30013F-HRTimeline
Rossmore Private Capital3,258$293K0.03%013F-HRTimeline
Summit Financial, LLC3,256$293K<0.01%+7013F-HRTimeline
Parsonex Advisory Services, Inc.3,245$292K0.2%+1013F-HRTimeline
SimpliFi, Inc.3,243$292K0.12%-8713F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,230$291K0.05%-6613F-HRTimeline
Cypress Wealth Services, LLC3,230$291K0.05%+4013F-HRTimeline
Global Retirement Partners, LLC3,217$289K0.01%-1,31113F-HRTimeline
Fisher Asset Management, LLC3,209$289K<0.01%+47513F-HRTimeline
Allegheny Financial Group3,204$288K0.05%+313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,201$288K0.02%-22213F-HRTimeline
Opus Capital Group, LLC3,181$286K0.03%-15313F-HRTimeline
Ellenbecker Investment Group3,175$286K0.04%-99813F-HRTimeline
Faithward Advisors, LLC3,123$281K0.04%-11713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,119$281K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,115$280K0.02%-28813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,111$280K<0.01%013F-HRTimeline
Virtue Capital Management, LLC807$279K0.04%new13F-HR/ATimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,100$279K0.02%-85713F-HRTimelineGroup
Trinity Legacy Partners, LLC3,033$279K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,644$278K0.02%013F-HRTimeline
Delta Investment Management, LLC3,071$276K0.05%+2213F-HRTimeline
AVISO WEALTH MANAGEMENT3,035$273K0.12%-26013F-HRTimeline
Beaumont Financial Advisors, LLC3,027$272K0.02%+913F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,022$272K0.01%-22813F-HRTimeline
Iron Gate Global Advisors LLC3,000$270K0.03%013F-HRTimeline
LeClair Wealth Partners LLC3,002$270K0.17%-513F-HRTimeline
Hodges Capital Management Inc.3,000$270K0.02%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,000$270K0.07%013F-HRTimelineGroup
Capital Squared Financial LLC3,000$270K0.23%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,991$269K<0.01%+7113F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL2,992$269K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,970$267K<0.01%013F-HRTimeline
Pinnacle Financial Partners Inc2,965$267K0.01%-8913F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,948$265K0.05%013F-HRTimeline
1ST SOURCE BANK2,940$265K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,932$264K0.02%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,918$263K0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,915$262K0.02%-70313F-HRTimeline
FC Advisory LLC2,893$260K0.08%+2513F-HRTimeline
Soltis Investment Advisors LLC2,891$260K0.02%+4613F-HRTimeline
SIERRA OCEAN, LLC2,880$259K0.22%+113F-HRTimeline
Independence Bank of Kentucky2,876$259K0.03%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,874$259K0.01%-32313F-HRTimeline
Pacific Wealth Management2,871$258K0.13%new13F-HRTimeline
Pacific Sage Partners, LLC2,866$258K0.04%013F-HRTimeline
44 WEALTH MANAGEMENT LLC2,851$257K0.09%-11,59813F-HRTimeline
Warren Street Wealth Advisors, LLC2,847$256K0.08%+1613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,846$256K<0.01%+9013F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC2,845$256K0.01%013F-HRTimeline
BANK OF STOCKTON2,840$256K0.07%-13613F-HRTimeline