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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,180 managers (1,208 13F filers) reported a position in SRE shares at 2024-12-31, 585,922,393 shares in all. 121 filers opened a position and 84 filers sold out during the quarter.

Managers
1,180
13F filers
1,208
New
121
Added
444
Reduced
375
Sold out
84
Shares held by filers
585,922,393

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LeClair Wealth Partners LLC3,011$264K0.18%13F-HRTimeline
Sovran Advisors, LLC3,378$264K0.04%13F-HRTimeline
Iron Gate Global Advisors LLC3,000$263K0.04%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,000$263K0.08%013F-HRTimelineGroup
Glaxis Capital Management, LLC3,000$263K0.73%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,992$262K0.01%013F-HRTimeline
1ST SOURCE BANK2,984$262K0.01%-26613F-HRTimeline
FIRST AMERICAN TRUST, FSB2,980$261K0.03%-82313F-HRTimeline
Beaumont Financial Advisors, LLC2,975$261K0.02%-713F-HRTimeline
Kiker Wealth Management, LLC2,953$259K0.21%13F-HRTimeline
Leonteq Securities AG2,949$259K0.03%-6313F-HRTimeline
Stordahl Capital Management, Inc.2,935$257K0.06%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,928$257K0.07%-34213F-HRTimeline
SIERRA OCEAN, LLC2,911$255K0.21%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,883$253K0.01%+6713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,883$253K0.02%-3613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…2,854$252K0.01%+2913F-HRTimeline
EWG Elevate Inc.2,869$252K0.08%+5213F-HRTimeline
Pacific Sage Partners, LLC2,866$251K0.06%013F-HRTimeline
RB Capital Management, LLC2,854$250K0.06%-58313F-HRTimeline
Baader Bank Aktiengesellschaft2,847$250K0.02%-3713F-HRTimeline
Greenwich Wealth Management LLC2,839$249K0.02%+35013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,838$249K0.1%new13F-HRTimelineGroup
FC Advisory LLC2,821$247K0.08%+2113F-HRTimeline
Rappaport Reiches Capital Management, L…2,820$247K0.06%+613F-HRTimeline
Gallacher Capital Management LLC2,804$246K0.12%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,798$245K<0.01%-3013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,772$245K0.01%-1013F-HRTimeline
Davies Financial Advisors, Inc.2,782$244K0.21%+1813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,767$243K0.09%013F-HRTimeline
Pinnacle Financial Partners Inc2,765$243K<0.01%new13F-HRTimeline
FUTURE YOU WEALTH LLC2,764$242K0.17%13F-HRTimeline
Fortress Wealth Management, Inc.2,763$242K0.12%+813F-HRTimeline
New Covenant Trust Company, N.A.2,772$242K0.24%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,750$241K<0.01%new13F-HRTimelineGroup
Veltria Advisors Corp.2,735$240K0.1%-83513F-HRTimeline
Clarius Group, LLC2,730$239K0.02%+6113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,726$239K<0.01%new13F-HRTimelineGroup
626 Financial, LLC2,722$239K0.13%+2013F-HRTimeline
MONTAG A & ASSOCIATES INC2,700$239K0.01%013F-HRTimeline
Net Worth Advisory Group2,706$237K0.07%-24413F-HRTimeline
DEFINE FINANCIAL, LLC2,696$237K0.18%13F-HRTimeline
LVW Advisors, LLC2,692$236K0.03%-613F-HRTimeline
Pachira Investments Inc.2,690$235K0.14%-21213F-HRTimeline
First Interstate Bank2,678$235K0.01%013F-HRTimeline
Rehmann Capital Advisory Group2,677$235K0.01%+2113F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…2,671$234K0.04%new13F-HRTimelineGroup
First Horizon Advisors, Inc.2,669$234K0.01%+9713F-HRTimeline
TKG Advisors, LLC2,828$234K0.11%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,660$233K0.01%-28913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,653$233K0.01%-5713F-HRTimeline
Patten Group, Inc.2,650$232K0.05%-14613F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,650$232K0.2%13F-HRTimeline
Impact Capital Partners LLC2,643$232K0.08%13F-HRTimeline
Legacy Financial Advisors, Inc.2,639$232K0.04%+12613F-HRTimeline
SIMON QUICK ADVISORS, LLC2,639$231K0.01%new13F-HRTimeline
Bridgewealth Advisory Group, LLC2,752$231K0.07%+3113F-HRTimeline
James J. Burns & Company, LLC2,596$228K0.04%013F-HRTimeline
Pinnacle West Asset Management, Inc.2,585$227K0.16%+12513F-HRTimeline
Corton Capital Inc.2,586$227K0.13%new13F-HRTimeline
STONE RUN CAPITAL, LLC2,578$226K0.09%013F-HRTimeline
Advisors Capital Management, LLC2,564$225K<0.01%new13F-HRTimeline
LifeSteps Financial, Inc.2,564$225K0.17%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,560$225K0.02%+16513F-HRTimeline
WINTRUST INVESTMENTS LLC2,560$224K0.2%+213F-HRTimeline
ASPIRIANT, LLC2,548$224K0.01%-10813F-HRTimeline
Holistic Financial Partners2,524$221K0.11%+313F-HRTimeline
WealthTrust Axiom LLC2,518$221K0.07%013F-HRTimeline
Soltis Investment Advisors LLC2,515$221K0.02%new13F-HRTimeline
BAILARD, INC.2,508$220K0.01%-4613F-HRTimeline
DOLIVER ADVISORS, LP2,505$220K0.06%+8213F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,502$219K0.01%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,481$218K0.04%+2713F-HRTimeline
Fort Point Capital Partners LLC2,480$218K0.02%+3213F-HRTimeline
PFG Advisors2,471$217K0.01%-5513F-HRTimeline
SYON CAPITAL LLC2,458$216K0.02%-2,61613F-HRTimeline
Dash Acquisitions Inc.2,637$216K0.05%+1713F-HRTimeline
L2 Asset Management, LLC2,454$215K0.05%-5513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,450$215K0.12%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/2,444$214K0.18%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,439$214K0.17%-14313F-HRTimeline
Longboard Asset Management, LP2,427$213K0.56%13F-HRTimeline
PINNACLE ASSOCIATES LTD2,426$213K<0.01%-54413F-HRTimeline
PFG Investments, LLC2,426$213K0.01%-1,17613F-HRTimeline
Lindbrook Capital, LLC2,410$211K0.02%+12413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,684$211K0.01%new13F-HRTimelineGroup
Arbor Wealth Advisors LLC2,408$211K0.19%+213F-HRTimeline
Bouchey Financial Group, Ltd.2,394$211K0.02%-713F-HRTimeline
Apella Capital, LLC2,400$211K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC2,384$209K0.1%new13F-HRTimeline
Confluence Wealth Services, Inc.2,524$209K0.01%+613F-HRTimeline
Vision Capital Management, Inc.2,374$208K0.03%new13F-HRTimeline
TCI Wealth Advisors, Inc.2,363$207K0.02%-49413F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,361$207K0.03%-6,62213F-HRTimeline
Platform Technology Partners2,357$207K0.06%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,353$206K0.1%-38313F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,343$206K0.01%new13F-HRTimeline
Legacy Advisors, LLC2,318$205K0.02%-65513F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,332$205K0.11%new13F-HRTimeline
Bell & Brown Wealth Advisors, LLC2,325$204K0.08%new13F-HRTimeline
Bull Oak Capital, LLC2,323$204K0.11%-2,73613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,320$204K0.09%new13F-HRTimeline
Impact Partnership Wealth, LLC2,300$202K0.04%new13F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA2,299$202K0.01%-1,50013F-HRTimeline
Destination Wealth Management2,295$201K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC2,295$201K0.07%new13F-HRTimeline
Sterling Investment Counsel, LLC2,294$201K0.13%new13F-HRTimeline
Werba Rubin Papier Wealth Management2,289$201K0.05%new13F-HRTimeline
Brown Miller Wealth Management, LLC2,286$201K0.08%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,205$193K0.14%-11513F-HRTimeline
HM PAYSON & CO2,144$188K<0.01%-1213F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,144$188K0.01%-5513F-HRTimeline
Nemes Rush Group LLC2,106$185K0.02%+10613F-HRTimeline
Heritage Wealth Advisors2,092$184K0.01%013F-HRTimeline
Caldwell Trust Co2,066$181K0.02%013F-HRTimeline
ORG Partners LLC2,050$180K0.02%013F-HRTimeline
Cromwell Holdings LLC2,026$179K0.1%013F-HRTimeline
McIlrath & Eck, LLC2,022$177K0.02%+713F-HRTimeline
Blue Trust, Inc.2,015$177K<0.01%-4,34113F-HR/ATimeline
Golden State Wealth Management, LLC1,952$171K0.03%13F-HRTimeline
GeoWealth Management, LLC1,882$165K0.01%-16013F-HRTimeline
SG Americas Securities, LLC1,877$165K<0.01%-12,15513F-HRTimeline
Stonebridge Financial Group, LLC1,830$160K0.02%13F-HRTimeline
Washington Trust Advisors, Inc.1,819$160K0.01%013F-HRTimeline
PGGM Investments1,779$156K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,855$154K0.07%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,722$151K<0.01%+96813F-HRTimelineGroup
MCF Advisors LLC1,652$146K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,636$145K0.01%-2013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,659$144K<0.01%+1,60513F-HRTimelineGroup
Tidemark, LLC1,627$143K0.05%013F-HRTimeline
SRH ADVISORS, LLC1,600$140K0.04%013F-HRTimeline
TSFG, LLC1,566$137K0.03%013F-HRTimeline
Pacifica Partners Inc.1,552$135K0.06%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,541$135K<0.01%-3513F-HRTimelineGroup
Ethos Financial Group, LLC1,515$134K0.02%new13F-HRTimeline
DT Investment Partners, LLC1,515$133K0.01%013F-HRTimeline
Kimelman & Baird, LLC1,500$132K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,488$130K<0.01%+77013F-HRTimelineGroup
PLATINUM INVESTMENT MANAGEMENT LTD1,476$129K0.01%-19013F-HRTimeline
Hexagon Capital Partners LLC1,465$129K0.02%+15213F-HRTimeline
General Partner, Inc.1,450$127K0.08%013F-HRTimeline
Core Alternative Capital1,417$124K0.03%013F-HRTimeline
JDM Financial Group LLC1,415$124K0.06%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,411$124K0.01%-38613F-HRTimeline
New Millennium Group LLC1,349$118K0.07%-1513F-HRTimeline
Measured Risk Portfolios, Inc.1,343$118K0.13%13F-HRTimeline
Roble, Belko & Company, Inc1,316$115K0.02%-6613F-HRTimeline
Cherry Tree Wealth Management, LLC1,258$110K0.03%013F-HRTimeline
Pacific Center for Financial Services1,228$108K0.03%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,274$107K0.1%013F-HRTimeline
Altshuler Shaham Ltd1,204$106K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC1,196$105K<0.01%new13F-HR/ATimeline
ADIRONDACK TRUST CO1,170$103K0.04%013F-HRTimeline
Parkside Financial Bank & Trust1,153$101K0.01%+18313F-HRTimeline
American Capital Advisory, LLC1,110$97.4K0.05%013F-HRTimeline
Beacon Capital Management, LLC1,089$95.5K0.01%+113F-HRTimeline
Catalyst Capital Advisors LLC1,088$95.4K<0.01%+90613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,084$95.1K0.01%013F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,079$94.6K0.01%-96713F-HRTimeline
Gleason Group, Inc.1,074$94.2K0.02%+813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,069$93.8K0.01%+113F-HRTimeline
CVA Family Office, LLC1,066$93.5K0.01%+16113F-HRTimeline
Prestige Wealth Management Group LLC1,032$91.2K0.02%013F-HR/ATimeline
Quarry LP1,035$90.8K0.02%+79413F-HRTimeline
MATHER GROUP, LLC.1,029$90.3K<0.01%+28913F-HRTimeline
Putney Financial Group LLC1,029$90.2K0.08%13F-HRTimeline
Park Place Capital Corp1,010$88.6K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,008$88.4K0.17%+30313F-HRTimeline
Versant Capital Management, Inc1,006$88.2K0.02%+56113F-HRTimeline
Front Row Advisors LLC973$86K0.03%013F-HRTimeline
North Star Investment Management Corp.978$85.8K0.01%+413F-HRTimeline
Briaud Financial Planning Inc980$85K0.03%013F-HRTimeline
Private Wealth Management Group, LLC951$83.4K0.03%+3013F-HRTimeline
Creative Capital Management Investments…928$81.4K0.03%013F-HRTimeline
Householder Group Estate & Retirement S…926$81K0.06%-3,95613F-HRTimeline
Deseret Mutual Benefit Administrators902$79.1K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.894$78.4K<0.01%013F-HRTimeline
Orion Capital Management LLC872$76.5K0.03%new13F-HRTimeline
Quent Capital, LLC865$75.9K0.01%+413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC857$75K<0.01%+32513F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P851$75K<0.01%-20313F-HRTimelineGroup
Smithfield Trust Co836$74K<0.01%-5413F-HRTimeline
SBI Securities Co., Ltd.820$71.9K<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC812$71.2K0.04%13F-HRTimeline
Bruce G. Allen Investments, LLC790$69.3K0.06%-1513F-HRTimeline
WEBSTER BANK, N. A.771$67.6K0.01%+75313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…812$66.7K<0.01%-3013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV746$65.5K0.01%+3113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management709$62.2K<0.01%+21513F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…680$59.6K0.02%013F-HRTimeline
AdvisorNet Financial, Inc678$59.5K<0.01%-8913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP666$58.4K0.01%-1713F-HRTimeline
TRUST CO OF VERMONT652$57.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC641$56.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners636$55K0.02%+213F-HRTimeline
Asset Dedication, LLC606$53.2K<0.01%-5,26813F-HRTimeline
Hemington Wealth Management612$53K0.01%+7113F-HRTimeline
Horrell Capital Management, Inc.600$53K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department600$52.6K0.02%13F-HRTimelineGroup