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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,181 managers (1,214 13F filers) reported a position in SRE shares at 2025-12-31, 605,099,809 shares in all. 93 filers opened a position and 79 filers sold out during the quarter.

Managers
1,181
13F filers
1,214
New
93
Added
432
Reduced
398
Sold out
79
Shares held by filers
605,099,809

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
World Investment Advisors6,734$595K0.01%+3,01613F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC6,726$594K0.02%new13F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI6,677$590K0.05%013F-HRTimeline
PFG Advisors6,454$570K0.03%-92913F-HRTimeline
Sunbelt Securities, Inc.6,405$565K0.04%-9113F-HRTimeline
Wealthspire Advisors, LLC6,402$565K<0.01%+2,93513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,358$561K0.08%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,324$558K<0.01%+1,41713F-HRTimelineGroup
Greenline Partners, LLC6,284$555K0.06%+15013F-HRTimeline
Bedminster, LLC6,283$555K0.51%13F-HRTimeline
Chicago Partners Investment Group LLC6,438$553K0.01%+28213F-HRTimeline
Demars Financial Group, LLC6,266$553K0.19%013F-HRTimeline
Bridgewater Advisors Inc.6,474$549K0.04%-1713F-HRTimeline
Blackstone Inc.in group Blackstone Inc.6,200$547K<0.01%-971,74113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Vinva Investment Management Ltd6,112$545K0.01%new13F-HRTimeline
Financial Perspectives, Inc6,158$544K0.15%-13813F-HRTimeline
Sepio Capital, LP6,155$543K0.03%+18113F-HRTimeline
Elm Partners Management LLC6,153$543K0.02%-18913F-HR/ATimeline
Diligent Investors, LLC6,127$541K0.13%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC6,080$537K0.02%+8513F-HRTimeline
GTS SECURITIES LLC6,075$536K0.02%-1,61513F-HRTimeline
Florida Trust Wealth Management Co6,054$535K0.01%013F-HRTimeline
SEARLE & CO.6,000$530K0.14%013F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC5,966$527K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC5,872$518K0.01%+2,65513F-HRTimeline
Presima Securities ULC5,856$517K0.3%+8913F-HRTimeline
HCR Wealth Advisors5,848$516K0.05%-30013F-HRTimeline
Williams Jones Wealth Management, LLC.5,814$513K0.01%+1,28613F-HRTimeline
MJP ASSOCIATES INC /ADV5,796$512K0.06%-7513F-HRTimeline
Rice Partnership, LLC5,651$499K0.07%013F-HRTimeline
Perennial Investment Advisors, LLC5,628$497K0.04%+8513F-HRTimeline
Syntegra Private Wealth Group, LLC5,617$496K0.05%+613F-HRTimeline
Cross Staff Investments Inc5,600$494K0.27%013F-HRTimeline
Gilman Hill Asset Management, LLC5,595$494K0.08%-1,04313F-HRTimeline
Pointe Capital Management LLC5,593$494K0.24%-53613F-HRTimeline
ELCO Management Co., LLC5,571$492K0.31%-55413F-HRTimeline
Valeo Financial Advisors, LLC5,558$491K0.01%+20313F-HRTimeline
Checchi Capital Advisers, LLC5,467$483K0.03%+5713F-HRTimeline
Cornerstone Wealth Management, LLC5,434$480K0.02%+43413F-HRTimeline
SYON CAPITAL LLC5,428$479K0.02%+26213F-HRTimeline
WEALTH ALLIANCE, LLC5,426$479K0.05%-28913F-HRTimeline
Glenview Trust Co5,420$479K0.01%-28913F-HRTimeline
Portfolio Design Labs, LLC5,389$476K0.08%013F-HRTimeline
Neumann Capital Management, LLC5,347$472K0.14%013F-HRTimeline
Foguth Wealth Management, LLC.5,261$472K0.07%13F-HRTimeline
Old Port Advisors5,339$471K0.12%-12313F-HRTimeline
Bauman Advisory Group, LLC5,319$470K0.38%13F-HRTimeline
DIVERSIFIED TRUST CO5,287$467K0.01%+5613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,215$464K0.01%-1,34413F-HRTimeline
IHT Wealth Management, LLC5,243$463K0.01%-9013F-HRTimeline
Harbour Capital Advisors, LLC5,136$461K0.09%-54513F-HRTimeline
Rosenberg Matthew Hamilton5,191$458K0.09%+11613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,166$456K0.01%-9813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,159$455K0.01%+313F-HRTimelineGroup
Coppell Advisory Solutions LLC5,071$452K0.04%-34213F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV5,090$449K0.1%13F-HRTimeline
VANCE WEALTH, LLC5,050$449K0.13%+813F-HR/ATimeline
Leonteq Securities AG4,998$441K0.02%+1,35213F-HRTimeline
AlphaCore Capital LLC4,993$441K0.01%+3,90013F-HRTimeline
Frank, Rimerman Advisors LLC4,984$440K0.03%+1913F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…4,938$440K0.01%-33613F-HRTimelineGroup
Mach-1 Financial Group, LLC4,969$439K0.09%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,943$436K0.02%+113F-HRTimelineGroup
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,925$435K0.24%new13F-HRTimeline
AIMZ Investment Advisors, LLC4,910$434K0.12%013F-HRTimeline
Edge Financial Advisors LLC4,870$430K0.18%+713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,799$427K0.03%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,820$426K<0.01%13F-HR/ATimelineGroup
AA Financial Advisors, LLC4,801$424K0.08%+21513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,742$422K0.14%-9213F-HRTimeline
Pallas Capital Advisors LLC4,776$422K0.01%+10613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,751$419K0.06%new13F-HRTimeline
Confluence Wealth Services, Inc.4,738$418K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,721$417K0.35%+2013F-HRTimeline
CAPITAL ADVISORS INC/OK4,700$415K0.01%-113F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC4,696$415K<0.01%-452,27313F-HRTimeline
Busey Bank4,685$414K0.01%+35413F-HRTimeline
Integrated Advisors Network LLC4,682$413K0.02%-57713F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,675$413K0.11%-3713F-HRTimeline
TSFG, LLC4,664$412K0.06%+13813F-HRTimeline
Plancorp, LLC4,666$412K0.01%+48113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,639$410K0.01%+3913F-HRTimelineGroup
D.B. Root & Company, LLC4,634$409K0.1%+813F-HRTimeline
AMG National Trust Bank4,629$409K0.01%013F-HRTimeline
BECK MACK & OLIVER LLC4,551$402K0.01%+3113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,510$401K0.02%+3113F-HRTimeline
IFG Advisory, LLC4,536$400K0.02%+69613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,317$399K0.01%-1,78713F-HRTimelineGroup
BOKF, NAin group BOKF, NA4,516$399K0.01%-38113F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC4,500$397K0.04%013F-HRTimeline
PUREfi Wealth, LLC4,496$397K0.3%+9013F-HRTimeline
US Asset Management LLC4,450$393K0.32%-3413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,435$392K<0.01%-4,22213F-HRTimelineGroup
TOBAM4,408$389K0.1%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centiva Capital, LP4,401$389K0.02%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC4,384$387K0.03%013F-HRTimeline
Summit Financial, LLC4,353$387K0.01%+1,09713F-HRTimeline
Etesian Wealth Advisors, Inc.4,372$386K0.12%-10013F-HRTimeline
Patten Group, Inc.4,356$385K0.07%-15013F-HRTimeline
State of Wyoming4,355$385K0.04%new13F-HRTimeline
Fieldview Capital Management, LLC4,352$384K0.07%new13F-HRTimeline
Avantra Family Wealth, Inc.4,325$382K0.28%+10713F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,324$382K0.12%013F-HRTimeline
SeaCrest Wealth Management, LLC4,388$379K0.04%+1613F-HRTimeline
KERR FINANCIAL PLANNING Corp4,351$378K0.51%+1313F-HR/ATimeline
Merrithew & Thorsten Inc4,291$378K0.4%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,252$375K<0.01%+56313F-HRTimelineGroup
Leisure Capital Management4,244$375K0.12%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,235$374K0.06%+2113F-HRTimeline
ROCKLAND TRUST CO4,221$373K0.01%013F-HRTimeline
Hanson & Doremus Investment Management4,180$369K0.04%+2913F-HRTimeline
Mraz, Amerine & Associates, Inc.4,168$368K0.05%013F-HRTimeline
Occidental Asset Management, LLC4,157$367K0.04%+3313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…4,137$365K0.03%-27013F-HRTimeline
Howard Capital Management, LLC4,134$365K<0.01%+2213F-HRTimeline
Legacy Capital Wealth Partners, LLC4,107$363K0.08%-2,35313F-HRTimeline
PDS Planning, Inc4,096$362K0.02%+5813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,079$360K0.01%-7113F-HRTimelineGroup
Carter Financial, LLC4,076$360K0.32%13F-HRTimeline
KTF INVESTMENTS, LLC4,052$358K0.06%13F-HRTimeline
Cyndeo Wealth Partners, LLC4,034$356K0.02%-9013F-HRTimeline
Signature Wealth Management Partners, L…4,020$355K0.18%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC4,013$354K0.16%-12513F-HRTimeline
JBR Co Financial Management Inc4,000$353K0.15%013F-HRTimeline
Providence First Trust Co3,997$353K0.12%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,989$352K0.08%013F-HRTimeline
Ridge Creek Global, Inc3,987$352K0.3%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,986$352K0.05%+75613F-HRTimeline
Lakeshore Financial Planning, Inc.3,945$348K0.12%+513F-HRTimeline
Elyxium Wealth, LLC3,937$348K0.1%-3913F-HRTimeline
Sigma Planning Corp3,928$347K0.01%-2813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,920$346K<0.01%+17713F-HRTimeline
WealthSpring Partners, LLC3,919$346K0.35%13F-HRTimeline
Cornerstone Planning Group LLC3,987$346K0.05%+3,54113F-HRTimeline
SIMON QUICK ADVISORS, LLC3,873$342K0.01%new13F-HRTimeline
DEFINE FINANCIAL, LLC3,858$341K0.19%+2713F-HRTimeline
Fulton Bank, N.A.3,836$339K0.01%-54413F-HRTimeline
LJI Wealth Management, LLC3,798$335K0.05%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,746$331K0.01%-1,77313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,723$329K0.04%+3213F-HRTimeline
Sather Financial Group Inc3,711$328K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC3,700$327K0.02%+38413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,674$324K<0.01%+68313F-HRTimelineGroup
WESBANCO BANK INC3,674$324K0.01%-2,36113F-HRTimeline
IEQ CAPITAL, LLC3,667$324K<0.01%+5113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,666$324K0.02%+12413F-HRTimeline
MANCHESTER FINANCIAL INC3,664$323K0.06%-7013F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,661$323K0.02%013F-HRTimeline
Williamson Legacy Group, LLC3,648$322K0.25%-1813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,647$322K0.01%+52813F-HRTimeline
Alteri Wealth LLC3,632$321K0.1%-1513F-HRTimeline
Edgestream Partners, L.P.3,626$320K0.01%new13F-HRTimeline
L2 Asset Management, LLC3,623$320K0.04%+22113F-HRTimeline
HBK Sorce Advisory LLC3,659$320K0.01%+2313F-HRTimeline
Wedmont Private Capital3,691$319K0.01%-2,55913F-HRTimeline
CONNING INC.in group CONNING INC.3,610$319K0.01%-18813F-HRTimelineGroup
Sovran Advisors, LLC3,477$318K0.03%-4813F-HRTimeline
CX Institutional3,605$318K0.01%+27313F-HRTimeline
Urban Wealth Management, LLC3,600$318K0.3%13F-HRTimeline
Brown Miller Wealth Management, LLC3,564$315K0.09%013F-HRTimeline
FineMark National Bank & Trust3,550$313K0.01%013F-HRTimeline
Centric Wealth Management3,633$313K0.07%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,522$311K0.01%+64813F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,515$310K0.07%-47213F-HRTimeline
Trilogy Capital Inc.3,510$310K0.01%-3013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,479$307K0.01%+6013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC3,478$307K0.01%13F-HRTimeline
Empire Financial Management Company, LLC3,444$304K0.07%013F-HRTimeline
FORA Capital, LLC4,342$303K0.04%new13F-HRTimeline
Cypress Wealth Services, LLC3,428$303K0.04%+19813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,428$303K0.01%new13F-HRTimeline
PRING TURNER CAPITAL GROUP INC3,400$300K0.19%-10213F-HRTimeline
Oak Asset Management, LLC3,400$300K0.1%013F-HRTimeline
Rossmore Private Capital3,368$300K0.03%+11013F-HRTimeline
LRT Capital Management, LLC3,379$298K0.26%new13F-HRTimeline
Continuum Advisory, LLC3,368$297K0.03%-9113F-HRTimeline
RWA WEALTH PARTNERS, LLC3,361$297K<0.01%+39113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,340$295K0.01%-19413F-HRTimelineGroup
Souders Financial Advisors3,322$293K0.03%+3313F-HRTimeline
Oslo Pensjonsforsikring AS3,306$292K0.04%013F-HRTimeline
ATWOOD & PALMER INC3,300$291K0.02%013F-HRTimeline
Aprio Wealth Management, LLC3,187$291K0.02%+62913F-HRTimeline
NWF Advisory Services Inc.3,288$290K0.03%-21313F-HRTimeline
SimpliFi, Inc.3,265$288K0.12%+2213F-HRTimeline
Obermeyer Wealth Partners3,258$288K0.01%013F-HRTimeline
Allegheny Financial Group3,207$283K0.04%+313F-HRTimeline
CTC Alternative Strategies, Ltd.3,200$283K0.53%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,160$281K0.02%13F-HRTimeline
Ellenbecker Investment Group3,180$281K0.04%+513F-HRTimeline
Parsonex Advisory Services, Inc.3,178$281K0.18%-6713F-HRTimeline
Simmons Bankin group Simmons Bank3,157$279K0.02%-56913F-HRTimelineGroup
Ariston Services Group3,149$278K0.16%-3,82413F-HRTimeline
Tamar Securities, LLC3,129$276K0.03%-32713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC2,962$274K<0.01%-14913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,100$274K0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC3,095$273K0.03%-38113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,092$273K0.02%+55813F-HRTimelineGroup
Soltis Investment Advisors LLC3,092$273K0.02%+20113F-HR/ATimeline
Delta Investment Management, LLC3,090$273K0.05%+1913F-HRTimeline
ProCore Advisors, LLC3,080$272K0.28%13F-HRTimeline