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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,233 managers (1,274 13F filers) reported a position in SRE shares at 2026-03-31, 589,471,436 shares in all. 146 filers opened a position and 90 filers sold out during the quarter.

Managers
1,233
13F filers
1,274
New
146
Added
503
Reduced
394
Sold out
90
Shares held by filers
589,471,436

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Jacobi Capital Management LLC7,041$684K0.04%+19013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.6,989$679K0.12%+4,06013F-HRTimelineGroup
World Investment Advisors6,940$674K0.01%+20613F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,911$672K0.23%013F-HRTimeline
Safeguard Investment Advisory Group, LLC6,908$671K0.19%+5013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,795$660K0.01%+1,62913F-HRTimeline
Xcelsior Advisor Partners LLC6,775$658K0.25%new13F-HRTimeline
Arax Advisory Partners6,768$658K0.02%-3,83313F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,743$655K0.08%-19913F-HRTimeline
Intrua Financial, LLC6,693$650K0.07%-17213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,677$649K0.06%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,585$643K0.01%+1,37013F-HRTimeline
Meridian Wealth Management, LLC6,607$642K0.02%-63713F-HRTimeline
Mechanics Bank Trust Department6,570$638K0.09%-22513F-HRTimeline
Clearstead Advisors, LLC6,565$638K0.01%-1,66413F-HRTimeline
Sepio Capital, LP6,507$632K0.03%+35213F-HRTimeline
Sunbelt Securities, Inc.6,380$620K0.04%-2513F-HRTimeline
Checchi Capital Advisers, LLC6,353$617K0.04%+88613F-HRTimeline
Elm Partners Management LLC6,339$612K0.03%+18613F-HRTimeline
Bedminster, LLC6,283$611K0.57%013F-HRTimeline
Demars Financial Group, LLC6,266$609K0.2%013F-HRTimeline
TSFG, LLC6,246$607K0.09%+1,58213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,242$606K0.09%-11613F-HRTimelineGroup
Gateway Wealth Partners, LLC6,227$605K0.02%new13F-HRTimeline
SYON CAPITAL LLC6,202$603K0.03%+77413F-HRTimeline
Aaron Wealth Advisors LLC6,202$603K0.03%new13F-HRTimeline
Blackstone Inc.in group Blackstone Inc.6,200$602K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Financial Perspectives, Inc6,162$599K0.17%+413F-HRTimeline
IHT Wealth Management, LLC6,158$598K0.01%+91513F-HRTimeline
WADDELL & ASSOCIATES, LLC6,155$598K0.03%+1,77113F-HRTimeline
Diligent Investors, LLC6,127$595K0.15%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,056$588K0.01%-1,10613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC6,052$588K0.05%+3,71913F-HRTimeline
BOKF, NAin group BOKF, NA6,042$587K0.01%+1,52613F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC6,032$586K0.36%new13F-HRTimeline
SEARLE & CO.6,000$583K0.15%013F-HRTimeline
Bridgewater Advisors Inc.6,614$570K0.03%+14013F-HRTimeline
HCR Wealth Advisors5,860$569K0.06%+1213F-HRTimeline
Presima Securities ULC5,856$569K0.32%013F-HRTimeline
Greenline Partners, LLC5,782$562K0.06%-50213F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,764$560K0.01%+2,01813F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,745$558K0.02%-33513F-HRTimeline
MJP ASSOCIATES INC /ADV5,721$556K0.07%-7513F-HRTimeline
PFG Advisors5,678$552K0.03%-77613F-HRTimeline
Williams Jones Wealth Management, LLC.5,670$551K0.01%-14413F-HRTimeline
Rice Partnership, LLC5,651$549K0.08%013F-HRTimeline
Marble Harbor Investment Counsel, LLC5,608$545K0.06%+1,10813F-HRTimeline
Cross Staff Investments Inc5,600$544K0.28%013F-HRTimeline
Gilman Hill Asset Management, LLC5,595$544K0.08%013F-HRTimeline
Perennial Investment Advisors, LLC5,592$543K0.04%-3613F-HRTimeline
Cornerstone Wealth Management, LLC5,477$532K0.03%+4313F-HRTimeline
Glenview Trust Co5,447$529K0.01%+2713F-HRTimeline
AlphaCore Capital LLC5,376$525K0.01%+38313F-HRTimeline
Syntegra Private Wealth Group, LLC5,397$524K0.05%-22013F-HRTimeline
Portfolio Design Labs, LLC5,389$524K0.09%013F-HRTimeline
Neumann Capital Management, LLC5,347$520K0.15%013F-HRTimeline
ASPIRIANT, LLC5,344$519K0.01%new13F-HRTimeline
Pointe Capital Management LLC5,326$518K0.26%-26713F-HRTimeline
Old Port Advisors5,280$513K0.12%-5913F-HRTimeline
Leo H. Evart, Inc.5,230$508K0.43%13F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC5,195$505K<0.01%-2,06813F-HRTimeline
Trivium Point Advisory, LLC5,170$502K0.09%-2,67913F-HRTimeline
ELCO Management Co., LLC5,168$502K0.24%-40313F-HRTimeline
Rosenberg Matthew Hamilton5,158$501K0.1%-3313F-HRTimeline
Bauman Advisory Group, LLC5,130$498K0.35%-18913F-HRTimeline
Pallas Capital Advisors LLC5,032$489K0.02%+25613F-HRTimeline
Frank, Rimerman Advisors LLC5,003$486K0.03%+1913F-HRTimeline
VANCE WEALTH, LLC4,959$485K0.14%-9113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,977$483K0.01%-18213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,965$482K0.01%+88613F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,951$481K0.02%+813F-HRTimelineGroup
LIGHTHOUSE FINANCIAL SERVICES INC /ADV4,991$480K0.11%-9913F-HRTimeline
AIMZ Investment Advisors, LLC4,910$477K0.15%013F-HRTimeline
Harbour Capital Advisors, LLC5,134$474K0.09%-213F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,800$469K0.04%+113F-HRTimeline
Plancorp, LLC4,749$469K0.01%+8313F-HRTimeline
AA Financial Advisors, LLC4,824$469K0.07%+2313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,778$467K0.15%+3613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,796$466K<0.01%-2413F-HRTimelineGroup
WEALTH ALLIANCE, LLC4,718$458K0.05%-70813F-HRTimeline
CAPITAL ADVISORS INC/OK4,706$457K0.01%+613F-HRTimeline
D.B. Root & Company, LLC4,661$453K0.11%+2713F-HRTimeline
Integrated Advisors Network LLC4,651$452K0.02%-3113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,639$451K0.01%013F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC4,600$447K0.12%-7513F-HRTimeline
Summit Financial, LLC4,558$446K0.01%+20513F-HRTimeline
Confluence Wealth Services, Inc.4,568$444K0.02%-17013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,541$444K0.02%+3113F-HRTimeline
AMG National Trust Bank4,534$441K0.01%-9513F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,513$439K0.02%+85213F-HRTimeline
MQS Management LLC4,512$438K0.3%new13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,499$437K0.15%+17513F-HRTimeline
Wealthspire Advisors, LLC4,495$437K<0.01%-1,90713F-HRTimeline
PUREfi Wealth, LLC4,494$437K0.29%-213F-HRTimeline
PDS Planning, Inc4,480$435K0.03%+38413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,470$434K0.01%+82313F-HRTimeline
Advyzon Investment Management, LLC4,466$434K0.04%new13F-HRTimeline
US Asset Management LLC4,462$434K0.38%+1213F-HRTimeline
Retirement Planning Group, LLC4,446$432K0.01%+1,97413F-HRTimeline
Supplemental Annuity Collective Trust o…4,419$429K0.12%new13F-HRTimeline
TOBAM4,408$428K0.11%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,399$427K<0.01%-3613F-HRTimelineGroup
Patten Group, Inc.4,399$427K0.07%+4313F-HRTimeline
SeaCrest Wealth Management, LLC4,389$426K0.05%+113F-HRTimeline
Volterra Technologies LP4,384$426K0.3%-7,13013F-HRTimeline
Etesian Wealth Advisors, Inc.4,372$425K0.14%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,349$423K0.34%-37213F-HRTimeline
NORDEN GROUP LLC4,342$422K0.04%-3,05413F-HRTimeline
Merrithew & Thorsten Inc4,321$419K0.4%+3013F-HRTimeline
Busey Bank4,308$419K0.01%-37713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,516$418K+199Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,295$417K0.04%-38,16113F-HRTimelineGroup
Wedmont Private Capital4,211$416K0.01%+52013F-HRTimeline
Leisure Capital Management4,244$412K0.14%013F-HRTimeline
OpenArc Corporate Advisory, LLC4,236$412K0.01%+75813F-HRTimeline
Hanson & Doremus Investment Management4,209$409K0.05%+2913F-HRTimeline
Occidental Asset Management, LLC4,206$409K0.05%+4913F-HRTimeline
L2 Asset Management, LLC4,198$408K0.04%+57513F-HRTimeline
KERR FINANCIAL PLANNING Corp4,366$407K0.29%+1513F-HR/ATimeline
W.G. Shaheen & Associates DBA Whitney &…4,137$402K0.03%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,081$397K0.02%+4713F-HRTimeline
Quantbot Technologies LP4,081$397K0.02%new13F-HRTimeline
Carter Financial, LLC4,076$396K0.34%013F-HRTimeline
CX Institutional4,046$393K0.01%+44113F-HRTimeline
Signature Wealth Management Partners, L…4,020$391K0.2%013F-HRTimeline
Elyxium Wealth, LLC4,000$389K0.12%+6313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,989$388K0.09%013F-HRTimeline
Ridge Creek Global, Inc3,987$387K0.33%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,986$387K0.06%013F-HRTimeline
Bull Oak Capital, LLC3,978$387K0.15%new13F-HRTimeline
KTF INVESTMENTS, LLC3,977$386K0.07%-7513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,975$386K0.02%+30913F-HRTimeline
Legacy Capital Wealth Partners, LLC3,936$382K0.08%-17113F-HRTimeline
Cornerstone Planning Group LLC4,045$382K0.05%+5813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,922$381K0.01%+40013F-HRTimeline
WealthSpring Partners, LLC3,920$381K0.35%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,902$379K0.02%-8,77913F-HRTimeline
DEFINE FINANCIAL, LLC3,886$378K0.2%+2813F-HRTimeline
Fulton Bank, N.A.3,836$373K0.01%013F-HRTimeline
MONECO ADVISORS, LLC3,816$371K0.03%+1,39113F-HRTimeline
Headlands Technologies LLC3,808$370K0.04%new13F-HRTimeline
LJI Wealth Management, LLC3,798$369K0.06%013F-HRTimeline
Lakeshore Financial Planning, Inc.3,789$368K0.13%-15613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,757$365K0.02%+59713F-HRTimeline
Fieldview Capital Management, LLC3,756$365K0.11%-59613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,744$364K0.05%+2113F-HRTimeline
VestGen Advisors, LLC3,879$362K0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC3,712$361K0.05%+72613F-HRTimeline
Sather Financial Group Inc3,711$361K0.02%013F-HRTimeline
WESBANCO BANK INC3,674$357K0.01%013F-HRTimeline
Alteri Wealth LLC3,646$354K0.11%+1413F-HRTimeline
JBR Co Financial Management Inc4,000$353K0.15%013F-HRTimeline
Providence First Trust Co3,627$352K0.12%-37013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,623$352K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,622$352K0.01%+28213F-HRTimelineGroup
CAXTON ASSOCIATES LLP3,612$351K0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC3,610$351K0.02%-9013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,605$350K0.01%+12613F-HRTimelineGroup
Urban Wealth Management, LLC3,600$350K0.36%013F-HRTimeline
MANCHESTER FINANCIAL INC3,597$350K0.07%-6713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC3,568$349K0.05%+59813F-HRTimeline
Florida Trust Wealth Management Co3,576$347K0.01%-2,47813F-HRTimeline
Brown Miller Wealth Management, LLC3,564$346K0.1%013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,559$346K0.02%-31413F-HRTimeline
Soltis Investment Advisors LLC3,555$345K0.02%+46313F-HRTimeline
ROCKLAND TRUST CO3,523$342K0.01%-69813F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,515$341K0.1%013F-HRTimeline
Centric Wealth Management3,613$341K0.07%-2013F-HRTimeline
NWF Advisory Services Inc.3,499$340K0.04%+21113F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.3,496$340K0.22%-1,42913F-HRTimeline
Avestar Capital, LLC3,477$339K0.02%new13F-HRTimeline
Sageworth Trust Co3,474$338K0.01%new13F-HRTimeline
Souders Financial Advisors3,451$335K0.04%+12913F-HRTimeline
Empire Financial Management Company, LLC3,444$335K0.08%013F-HRTimeline
Fisher Asset Management, LLC3,435$334K<0.01%+45013F-HRTimeline
Cypress Wealth Services, LLC3,435$334K0.05%+713F-HRTimeline
Williamson Legacy Group, LLC3,411$331K0.25%-23713F-HRTimeline
Pachira Investments Inc.3,410$331K0.15%+71613F-HRTimeline
Oak Asset Management, LLC3,400$330K0.11%013F-HRTimeline
Sovran Advisors, LLC3,464$329K0.03%-1313F-HRTimeline
Rossmore Private Capital3,368$329K0.03%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,343$325K0.16%-67013F-HRTimeline
ATWOOD & PALMER INC3,313$322K0.02%+1313F-HRTimeline
SimpliFi, Inc.3,288$320K0.13%+2313F-HRTimeline
Polymer Capital Management (US) LLC3,285$319K0.05%new13F-HRTimeline
Tamar Securities, LLC3,268$318K0.03%+13913F-HRTimeline
Obermeyer Wealth Partners3,258$317K0.01%013F-HRTimeline
Trilogy Capital Inc.3,241$315K0.01%-26913F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,241$315K0.02%+29513F-HRTimeline
Ellenbecker Investment Group3,224$313K0.04%+4413F-HRTimeline
Golden State Wealth Management, LLC3,220$313K0.03%+12513F-HRTimeline
Edgestream Partners, L.P.3,220$313K0.01%-40613F-HRTimeline
Allegheny Financial Group3,207$312K0.04%013F-HRTimeline
Ariston Services Group0$306K0.18%-3,14913F-HRTimelineAmount filed as zero, left out of ratios.
DAVIDSON TRUST CO3,147$306K0.13%+13513F-HRTimeline
Kera Capital Partners, Inc.3,143$305K0.04%+28213F-HRTimeline
Aprio Wealth Management, LLC3,141$305K0.02%-4613F-HRTimeline
Simmons Bankin group Simmons Bank3,138$305K0.02%-1913F-HRTimelineGroup
Apella Capital, LLC3,234$304K<0.01%+59813F-HRTimeline
Center For Asset Management LLC3,125$304K0.15%+4713F-HRTimeline