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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,245 managers (1,288 13F filers) reported a position in SRE shares at 2026-06-30, 602,448,927 shares in all. 106 filers opened a position and 98 filers sold out during the quarter.

Managers
1,245
13F filers
1,288
New
106
Added
513
Reduced
435
Sold out
98
Shares held by filers
602,448,927

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Main Street Financial Solutions, LLC3,258$302K0.02%new13F-HRTimeline
Cypress Wealth Services, LLC3,239$300K0.04%-19613F-HRTimeline
Allegheny Financial Group3,207$297K0.03%013F-HRTimeline
NWF Advisory Services Inc.3,205$297K0.03%-29413F-HRTimeline
EdgeRock Capital LLC3,200$297K0.07%new13F-HRTimeline
Ellenbecker Investment Group3,191$296K0.03%-3313F-HRTimeline
Walser Wealth Management Company, A Ltd…3,185$295K0.12%+38713F-HRTimeline
HUB Investment Partners, LLC3,174$294K0.01%+38913F-HRTimeline
Trilogy Capital Inc.3,169$294K0.01%-7213F-HRTimeline
Kera Capital Partners, Inc.3,164$293K0.03%+2113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC3,130$292K0.04%-43813F-HRTimeline
Ariston Services Group3,149$292K0.16%+3,14913F-HRTimeline
BAKER BOYER NATIONAL BANK3,137$291K0.08%new13F-HRTimeline
Simmons Bankin group Simmons Bank3,111$288K0.02%-2713F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,100$287K0.01%013F-HRTimelineGroup
PRING TURNER CAPITAL GROUP INC3,400$287K0.16%013F-HRTimeline
LeClair Wealth Partners LLC3,091$287K0.15%new13F-HRTimeline
Delta Investment Management, LLC3,090$286K0.05%+1813F-HRTimeline
Destination Wealth Management3,083$286K0.01%+95813F-HRTimeline
ProCore Advisors, LLC3,080$286K0.35%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,074$285K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC3,067$284K0.01%+32413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,060$284K0.02%-1,23513F-HRTimelineGroup
Center For Asset Management LLC3,057$283K0.13%-6813F-HRTimeline
Aprio Wealth Management, LLC3,056$283K0.01%-8513F-HRTimeline
DAVIDSON TRUST CO3,051$283K0.11%-9613F-HRTimeline
Beaumont Financial Advisors, LLC3,047$282K0.02%-1313F-HRTimeline
SeaCrest Wealth Management, LLC3,037$282K0.03%-1,35213F-HRTimeline
Meadowbrook Advisors Group, LLC3,023$280K0.15%new13F-HRTimeline
Capital Squared Financial LLC3,012$279K0.18%+1213F-HRTimeline
Iron Gate Global Advisors LLC3,000$278K0.03%013F-HRTimeline
Hodges Capital Management Inc.3,000$278K0.02%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,000$278K0.06%013F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL2,992$277K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,986$277K0.01%+27813F-HRTimeline
CONNING INC.in group CONNING INC.2,985$277K0.01%013F-HRTimelineGroup
Capstone Wealth Management, LLC2,982$276K0.13%new13F-HRTimeline
BAILARD, INC.2,981$276K0.01%+42913F-HRTimeline
RWA WEALTH PARTNERS, LLC2,970$275K<0.01%013F-HRTimeline
One Capital Management, LLC2,830$275K0.01%013F-HRTimeline
Impact Partnership Wealth, LLC2,949$273K0.03%-4913F-HRTimeline
Blueshift Asset Management, LLC2,941$273K0.06%+64213F-HRTimeline
EVERPAR ADVISORS LLC2,932$272K0.08%-4013F-HRTimeline
Quantitative Investment Management, LLC2,925$271K0.03%new13F-HRTimeline
Intrua Financial, LLC2,923$271K0.03%-3,77013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,915$270K0.02%013F-HRTimeline
AVISO WEALTH MANAGEMENT2,915$270K0.09%013F-HRTimeline
Washington Trust Advisors, Inc.2,915$270K0.02%+1,11013F-HRTimeline
Pacific Sage Partners, LLC2,907$270K0.04%013F-HRTimeline
OSTRUM ASSET MANAGEMENT2,902$269K0.01%013F-HRTimeline
ASPIRIANT, LLC2,900$269K0.01%-2,44413F-HRTimeline
SIERRA OCEAN, LLC2,885$267K0.19%+513F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,876$267K0.01%+15813F-HRTimeline
J. Derek Lewis & Associates Inc.2,872$266K0.05%+9513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,849$266K0.01%+413F-HRTimeline
Triad Wealth Partners, LLC3,019$265K0.02%+31913F-HRTimeline
Ballentine Partners, LLC2,854$265K<0.01%+1813F-HRTimeline
E Fund Management Co., Ltd.2,834$263K0.01%+50513F-HRTimeline
Bridgewealth Advisory Group, LLC2,830$262K0.05%+1513F-HRTimeline
SIMON QUICK ADVISORS, LLC2,816$261K0.01%-74313F-HRTimeline
Gallacher Capital Management LLC2,804$260K0.15%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,788$258K0.01%+313F-HRTimeline
Atlantic Edge Private Wealth Management…2,779$258K0.05%013F-HRTimeline
Independence Bank of Kentucky2,776$257K0.03%-10013F-HRTimeline
BridgePort Financial Solutions, LLC2,771$257K0.07%+413F-HRTimeline
WealthTrust Axiom LLC2,758$256K0.06%-813F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,732$253K<0.01%+1,24113F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC2,731$253K0.03%-29613F-HRTimeline
PFG Investments, LLC2,729$253K0.01%+20613F-HRTimeline
Fiduciary Alliance LLC2,715$252K0.02%-913F-HRTimeline
Sciencast Management LP2,707$251K0.05%-62,51713F-HRTimeline
Pachira Investments Inc.2,695$250K0.09%-71513F-HRTimeline
Opus Capital Group, LLC2,686$249K0.02%-1213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,559$249K0.03%013F-HRTimeline
Simplicity Wealth,LLC2,678$248K0.01%+18713F-HRTimeline
Mraz, Amerine & Associates, Inc.2,676$248K0.04%+1013F-HRTimeline
44 WEALTH MANAGEMENT LLC2,670$248K0.08%-17913F-HRTimeline
Baker Avenue Asset Management, LP2,669$247K<0.01%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,650$246K0.16%013F-HRTimeline
CWA Asset Management Group, LLC2,649$246K0.01%+37113F-HRTimeline
Souders Financial Advisors2,645$245K0.02%-80613F-HRTimeline
NerdWallet Wealth Partners, LLC2,638$245K0.08%-113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,634$244K0.01%013F-HRTimeline
New Covenant Trust Company, N.A.2,634$244K0.18%-4013F-HRTimeline
GTS SECURITIES LLC2,627$244K0.01%-5,83213F-HRTimeline
DV Trading LLC2,600$241K0.02%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,557$239K0.01%-22513F-HRTimelineGroup
Alta Advisers Ltdin group Alta Advisers Ltd2,565$238K0.05%013F-HRTimelineGroup
FC Advisory LLC2,565$238K0.06%013F-HRTimeline
LifeSteps Financial, Inc.2,564$238K0.11%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,558$237K0.01%+5013F-HRTimeline
Calydon Capital2,557$237K0.03%013F-HRTimeline
Financial Designs Corp2,551$237K0.13%+113F-HRTimeline
Dash Acquisitions Inc.2,748$236K0.05%+2213F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,545$236K0.08%-913F-HRTimeline
NorthCrest Asset Manangement, LLC2,492$236K0.01%new13F-HRTimeline
Defiance ETFs, LLC2,580$236K<0.01%+43213F-HRTimeline
Advisory Solutions Group, LLC2,540$235K0.08%13F-HRTimeline
Koshinski Asset Management, Inc.2,538$235K0.01%-3013F-HRTimeline
Pinnacle West Asset Management, Inc.2,535$235K0.16%013F-HRTimeline
Proficio Capital Partners LLC2,498$232K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust2,498$232K0.02%+94713F-HRTimeline
FIRST AMERICAN TRUST, FSB2,496$231K0.01%-7113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,493$231K<0.01%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,492$231K0.02%+5013F-HRTimelineGroup
Asset Advisory Group, Inc.2,488$231K0.1%013F-HRTimeline
Sigma Planning Corp2,482$230K0.01%+2413F-HRTimeline
Greenwich Wealth Management LLC2,481$230K0.01%-10113F-HRTimeline
Advisors Capital Management, LLC2,474$229K<0.01%-1413F-HRTimeline
Sterling Capital Management LLC2,472$229K<0.01%-53,34113F-HRTimeline
Osmosis Investment Management UK Ltd2,472$229K0.01%-23013F-HRTimeline
State of Wyoming2,449$227K0.02%new13F-HRTimeline
Sandro Wealth Management LLC2,439$226K0.16%+31013F-HRTimeline
Carrera Capital Advisors2,414$225K0.03%-1213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,430$225K<0.01%+23113F-HRTimeline
Core Capital Management & Research, inc.2,700$224K0.12%13F-HRTimeline
Arbor Wealth Advisors LLC2,406$223K0.14%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,320$222K0.06%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,375$222K0.01%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,389$221K<0.01%-49713F-HRTimeline
TRUST POINT INC.2,389$221K0.02%-5913F-HRTimeline
FIL Ltdin group FIL Ltd2,386$221K<0.01%-24,67113F-HRTimelineGroup
KWB Wealth2,383$221K0.02%013F-HRTimeline
Lodestone Wealth Management LLC2,380$221K0.08%013F-HRTimeline
Prosperity Consulting Group, LLC2,377$220K0.01%+15413F-HRTimeline
Vision Capital Management, Inc.2,374$220K0.03%013F-HRTimeline
Telos Capital Management, Inc.2,370$220K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,360$219K0.01%-5013F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC2,350$218K0.08%013F-HRTimeline
BAXTER BROS INC2,350$218K0.03%013F-HRTimeline
WFA of San Diego, LLC2,514$217K0.18%-30013F-HRTimeline
Teza Capital Management LLC2,336$217K0.42%-23713F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,332$216K0.09%013F-HRTimeline
MCF Advisors LLC2,319$216K0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.2,316$215K0.03%+6813F-HRTimeline
Quantum Portfolio Management LLC2,300$213K0.08%013F-HRTimeline
BCGM Wealth Management, LLC2,288$212K0.04%+4113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,272$211K0.02%-28,67513F-HRTimeline
Basecamp Wealth Advisors LLC2,268$210K0.04%+513F-HRTimeline
Wilmington Savings Fund Society, FSB2,265$210K<0.01%+6013F-HRTimeline
Phillips Wealth Planners LLC2,219$210K0.15%+1013F-HRTimeline
SYM FINANCIAL Corp2,262$210K0.02%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,262$210K<0.01%+1913F-HRTimelineGroup
Anchor Bay Capital, Inc.2,480$209K0.11%13F-HRTimeline
LCM Capital Management Inc2,255$209K0.09%+6113F-HRTimeline
Ethos Financial Group, LLC2,252$209K0.01%new13F-HRTimeline
PCM Encore, LLC2,240$208K0.04%-13713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,211$205K<0.01%new13F-HRTimelineGroup
Optas, LLC2,210$205K0.03%new13F-HRTimeline
Sovereign Financial Group, Inc.2,202$204K0.03%+813F-HRTimeline
Trust Co of Kansas2,200$204K0.1%013F-HRTimeline
RB Capital Management, LLC2,199$204K0.04%+113F-HRTimeline
Asset One Wealth Management LLC2,196$204K0.02%-9513F-HRTimeline
Affiance Financial, LLC2,182$202K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,163$202K0.01%-5013F-HRTimeline
Rothschild Wealth LLC2,176$202K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group2,168$201K0.01%-1013F-HRTimeline
BSW Wealth Partners2,164$201K0.02%-25013F-HRTimeline
HM PAYSON & CO2,144$199K<0.01%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD2,081$193K0.02%new13F-HRTimelineGroup
Oslo Pensjonsforsikring AS2,026$188K0.02%-69913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,983$184K<0.01%+1,18613F-HRTimelineGroup
ALERUS FINANCIAL NA1,975$183K0.01%+27413F-HRTimeline
Acropolis Investment Management, LLC1,919$178K0.01%+1513F-HR/ATimeline
McMillan Office, Inc.1,900$176K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.1,894$176K0.07%+3713F-HRTimeline
TRUST CO OF VERMONT1,891$175K0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,883$175K<0.01%-20813F-HRTimeline
Private Wealth Management Group, LLC1,881$174K0.04%+90013F-HRTimeline
CVA Family Office, LLC1,869$173K0.02%-3413F-HRTimeline
Institute for Wealth Management, LLC.1,837$170K0.02%new13F-HRTimeline
Continuum Advisory, LLC1,830$170K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,822$169K0.01%-913F-HRTimeline
CYBER HORNET ETFs LLC1,782$165K0.09%-1113F-HRTimeline
Cromwell Holdings LLC1,765$165K0.07%013F-HRTimeline
MATHER GROUP, LLC.1,765$164K<0.01%-12413F-HRTimeline
Hughes Financial Services, LLC1,747$162K0.02%+3913F-HRTimeline
Deseret Mutual Benefit Administrators1,722$160K0.05%-10713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,650$153K0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,636$153K0.01%013F-HRTimeline
Blue Trust, Inc.1,606$149K<0.01%-27913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,605$149K0.05%+19413F-HRTimeline
Pacifica Partners Inc.1,598$149K0.04%013F-HRTimeline
Kimelman & Baird, LLC1,500$139K0.01%013F-HR/ATimeline
SRH ADVISORS, LLC1,497$139K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…1,467$136K0.02%+10113F-HRTimeline
General Partner, Inc.1,450$134K0.07%013F-HRTimeline
Tidemark, LLC1,430$133K0.03%013F-HRTimeline
JDM Financial Group LLC1,400$130K0.04%013F-HRTimeline
Core Alternative Capital1,395$129K0.04%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,320$122K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc1,316$122K0.01%013F-HRTimeline
Heritage Wealth Advisors1,314$122K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,294$120K0.01%+1313F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,273$118K0.02%+1,16613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,274$118K0.08%013F-HR/ATimeline
Creative Capital Management Investments…1,264$117K0.03%+22413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,237$115K<0.01%-413F-HRTimelineGroup
Gleason Group, Inc.1,223$113K0.01%+10513F-HRTimeline
Corsicana & Co.1,218$113K0.05%013F-HRTimeline