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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,119 managers (1,149 13F filers) reported a position in SRE shares at 2025-03-31, 581,672,344 shares in all. 117 filers opened a position and 170 filers sold out during the quarter.

Managers
1,119
13F filers
1,149
New
117
Added
427
Reduced
419
Sold out
170
Shares held by filers
581,672,344

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Busey Bank3,286$234K0.01%+6513F-HRTimeline
Sound View Wealth Advisors Group, LLC3,279$234K0.02%-50513F-HRTimeline
Rossmore Private Capital3,259$233K0.03%+113F-HRTimeline
IFP Advisors, Inc3,099$232K0.01%-11113F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,230$230K0.04%013F-HRTimeline
WESBANCO BANK INC3,212$229K0.01%+15613F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,208$229K0.02%-45013F-HRTimeline
TKG Advisors, LLC3,208$229K0.11%+38013F-HRTimeline
Trinity Legacy Partners, LLC3,046$229K0.06%-51,44213F-HRTimeline
Destination Wealth Management3,207$229K0.01%+91213F-HRTimeline
Hodges Capital Management Inc.3,200$228K0.02%-20013F-HR/ATimeline
Allegheny Financial Group3,192$228K0.06%-3713F-HRTimeline
MGB Wealth Management, LLC3,200$223K0.08%013F-HRTimeline
Valeo Financial Advisors, LLC3,115$222K0.01%-98813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,111$222K0.06%+18313F-HRTimeline
Advisor Resource Council26,547$221K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC3,096$221K0.01%+6613F-HRTimeline
Cypress Wealth Services, LLC3,086$220K0.04%-10013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC3,157$220K<0.01%-13,68013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,068$219K0.01%+18513F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB3,054$218K0.02%+7413F-HRTimeline
Iron Gate Global Advisors LLC3,015$217K0.03%+1513F-HR/ATimeline
LeClair Wealth Partners LLC3,027$216K0.16%+1613F-HRTimeline
Mraz, Amerine & Associates, Inc.3,089$215K0.04%013F-HR/ATimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,000$214K0.07%013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC2,999$214K<0.01%-18213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,992$214K0.01%013F-HRTimeline
Pinnacle Financial Partners Inc2,983$213K<0.01%+21813F-HRTimeline
BANK OF STOCKTON2,976$212K0.07%-10013F-HRTimeline
Beaumont Financial Advisors, LLC2,973$212K0.02%-213F-HRTimeline
RWA WEALTH PARTNERS, LLC2,970$212K<0.01%-4,88213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,962$211K<0.01%-62213F-HRTimelineGroup
Atlantic Edge Private Wealth Management…2,960$211K0.06%-15013F-HRTimeline
Baader Bank Aktiengesellschaft2,988$211K0.02%+14113F-HRTimeline
Telos Capital Management, Inc.2,950$211K0.02%-43213F-HRTimeline
Premier Path Wealth Partners, LLC2,934$209K0.03%-1,59113F-HRTimeline
1ST SOURCE BANK2,932$209K0.01%-5213F-HRTimeline
SIERRA OCEAN, LLC2,929$209K0.16%+1813F-HRTimeline
KWB Wealth2,383$209K0.03%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,905$207K0.01%-2,91713F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC2,880$206K0.01%+53713F-HRTimeline
Pacific Sage Partners, LLC2,866$205K0.05%013F-HRTimeline
Trilogy Capital Inc.2,865$204K0.01%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,860$204K<0.01%-1,33613F-HRTimelineGroup
EWG Elevate Inc.2,858$204K0.08%-1113F-HRTimeline
RB Capital Management, LLC2,855$204K0.05%+113F-HRTimeline
Rappaport Reiches Capital Management, L…2,853$204K0.05%+3313F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,850$203K0.17%+20013F-HRTimeline
Impact Capital Partners LLC2,844$203K0.07%+20113F-HRTimeline
FC Advisory LLC2,842$203K0.07%+2113F-HRTimeline
Gallacher Capital Management LLC2,804$200K0.1%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,784$199K<0.01%+1,24313F-HRTimelineGroup
Independence Bank of Kentucky2,776$198K0.03%-1,15513F-HRTimeline
Smartleaf Asset Management LLC2,820$197K0.02%-1,59113F-HRTimeline
MONTAG A & ASSOCIATES INC2,700$194K0.01%013F-HRTimeline
Kiker Wealth Management, LLC2,576$184K0.13%-37713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,185$156K0.12%-2013F-HRTimeline
HM PAYSON & CO2,144$153K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,104$150K<0.01%+61613F-HRTimelineGroup
Nemes Rush Group LLC2,070$148K0.02%-3613F-HRTimeline
Caldwell Trust Co2,066$147K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,046$146K<0.01%-9813F-HRTimeline
Cromwell Holdings LLC2,026$146K0.09%013F-HRTimeline
Heritage Wealth Advisors2,042$146K0.01%-5013F-HRTimeline
McIlrath & Eck, LLC2,030$145K0.02%+813F-HRTimeline
CX Institutional1,964$140K0.01%-1,11113F-HRTimeline
Golden State Wealth Management, LLC1,899$136K0.02%-5313F-HR/ATimeline
Sterling Capital Management LLC1,884$134K<0.01%-27,59013F-HRTimeline
AMERIFLEX GROUP, INC.1,855$132K0.05%013F-HRTimeline
Blue Trust, Inc.1,846$132K<0.01%-16913F-HRTimeline
Washington Trust Advisors, Inc.1,843$132K0.01%+2413F-HRTimeline
Stonebridge Financial Group, LLC1,835$131K0.01%+513F-HRTimeline
Quarry LP1,800$128K0.03%+76513F-HRTimeline
PGGM Investments1,779$127K<0.01%013F-HRTimeline
Hughes Financial Services, LLC1,699$122K0.02%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,636$118K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,645$117K<0.01%-8,52813F-HRTimeline
Tidemark, LLC1,627$116K0.04%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,812$116K0.08%-54113F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…1,605$115K<0.01%-7,45613F-HRTimeline
SRH ADVISORS, LLC1,600$114K0.04%013F-HRTimeline
Pacifica Partners Inc.1,598$113K0.05%+4613F-HRTimeline
TSFG, LLC1,566$112K0.02%013F-HRTimeline
Hexagon Capital Partners LLC1,529$109K0.02%+6413F-HRTimeline
DT Investment Partners, LLC1,515$108K0.01%013F-HRTimeline
Rossby Financial, LCC1,441$108K0.05%new13F-HRTimeline
Kimelman & Baird, LLC1,500$107K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,505$107K<0.01%+65413F-HRTimelineGroup
von Borstel & Associates, Inc.1,448$104K0.03%new13F-HRTimeline
General Partner, Inc.1,450$103K0.07%013F-HRTimeline
AdvisorNet Financial, Inc1,423$102K0.01%+74513F-HRTimeline
Core Alternative Capital1,417$101K0.02%013F-HRTimeline
JDM Financial Group LLC1,400$99.9K0.05%-1513F-HRTimeline
Flaharty Asset Management, LLC1,350$96.3K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,310$94.4K<0.01%-3,06013F-HRTimelineGroup
Roble, Belko & Company, Inc1,316$94K0.01%013F-HRTimeline
New Millennium Group LLC1,275$91K0.06%-7413F-HRTimeline
Cherry Tree Wealth Management, LLC1,258$89.8K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,250$89.2K0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC1,274$89K0.07%013F-HRTimeline
Pacific Center for Financial Services1,228$87.6K0.02%013F-HRTimeline
ADIRONDACK TRUST CO1,170$83.5K0.03%013F-HRTimeline
CVA Family Office, LLC1,142$81.5K0.01%+7613F-HRTimeline
Parkside Financial Bank & Trust1,140$81.4K0.01%-1313F-HRTimeline
American Capital Advisory, LLC1,110$79.2K0.04%013F-HRTimeline
MATHER GROUP, LLC.1,109$79.2K<0.01%+8013F-HRTimeline
Beacon Capital Management, LLC1,090$77.8K0.01%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,084$77.4K0.01%013F-HRTimelineGroup
Gleason Group, Inc.1,082$77.2K0.01%+813F-HRTimeline
Catalyst Capital Advisors LLC1,053$75.1K<0.01%-3513F-HRTimeline
Quent Capital, LLC1,045$74.6K0.01%+18013F-HRTimeline
Prestige Wealth Management Group LLC1,032$74.3K0.02%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,033$74K<0.01%+17613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,026$73.2K<0.01%+31713F-HRTimelineGroup
Park Place Capital Corp1,010$72.1K0.02%013F-HRTimeline
Front Row Advisors LLC973$70.1K0.03%013F-HRTimeline
North Star Investment Management Corp.978$69.8K0.01%013F-HRTimeline
Briaud Financial Planning Inc980$69K0.03%013F-HRTimeline
MCF Advisors LLC942$67.5K<0.01%-71013F-HRTimeline
Creative Capital Management Investments…928$66.2K0.03%013F-HRTimeline
Private Wealth Management Group, LLC918$65.5K0.02%-3313F-HRTimeline
Deseret Mutual Benefit Administrators902$64.4K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.894$63.8K<0.01%013F-HRTimeline
ORG Partners LLC877$62.8K0.02%-1,17313F-HRTimeline
Orion Capital Management LLC872$62.2K0.03%013F-HRTimeline
SBI Securities Co., Ltd.864$61.7K<0.01%+4413F-HRTimeline
WEBSTER BANK, N. A.862$61.5K0.01%+9113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC855$61K0.01%+55913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…812$59.5K<0.01%013F-HRTimeline
GeoWealth Management, LLC807$57.6K<0.01%-1,07513F-HRTimeline
Medallion Wealth Advisors, LLC788$56.4K0.03%+21113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.789$56.3K0.01%-28013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC774$55.2K0.1%new13F-HRTimeline
OFI INVEST ASSET MANAGEMENT812$53.6K<0.01%+30213F-HRTimeline
Bruce G. Allen Investments, LLC747$53.3K0.04%-4313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …705$50.3K0.1%-30313F-HRTimeline
TRUST CO OF VERMONT704$50.2K<0.01%+5213F-HRTimeline
Smithfield Trust Co694$50K<0.01%-14213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…680$48.5K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP671$47.9K0.01%+513F-HRTimeline
CoreCap Advisors, LLC647$46.2K<0.01%+33913F-HRTimeline
Coston, McIsaac & Partners638$45K0.01%+213F-HRTimeline
Asset Dedication, LLC606$43.2K<0.01%013F-HRTimeline
Hemington Wealth Management606$43K0.01%-613F-HRTimeline
Horrell Capital Management, Inc.600$42.8K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department600$42.8K0.01%013F-HRTimelineGroup
Versant Capital Management, Inc585$41.7K0.01%-42113F-HRTimeline
EASTERN BANK580$41.4K<0.01%+24613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…556$39.7K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC530$37.8K0.01%new13F-HRTimeline
Manchester Capital Management LLC516$36.8K<0.01%-12513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$35.7K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC498$35.5K0.01%013F-HRTimeline
Covestor Ltd484$35K0.02%+2313F-HRTimeline
Bank of New Hampshire480$34.3K0.01%013F-HRTimeline
Financial Connections Group, Inc.458$32K0.01%013F-HRTimeline
Rise Advisors, LLC440$31.4K0.01%+9613F-HRTimeline
Pingora Partners LLC430$30.7K0.02%+14013F-HRTimeline
First Command Advisory Services, Inc.427$30.5K<0.01%+2713F-HRTimeline
Capital Advisors, Ltd. LLC424$30K<0.01%-9713F-HRTimeline
COUNTRY TRUST BANK402$28.7K<0.01%013F-HR/ATimeline
MONETARY MANAGEMENT GROUP INC400$28.5K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC400$28.5K<0.01%013F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC400$28.5K0.02%013F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.399$28.5K0.01%013F-HRTimeline
Bangor Savings Bank398$28.4K<0.01%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC390$27.8K0.01%013F-HRTimeline
MilWealth Group LLC388$27.7K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS380$27.1K0.01%013F-HRTimeline
Painted Porch Advisors LLC375$26.8K0.01%+4013F-HRTimeline
Prudent Man Investment Management, Inc.300$26.3K0.01%013F-HRTimeline
PrairieView Partners, LLC376$26K<0.01%013F-HRTimeline
Mattson Financial Services, LLC364$26K0.01%013F-HRTimeline
Dogwood Wealth Management LLC352$25.1K0.01%+713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV352$25K0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC328$23.5K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC318$22.7K<0.01%13F-HRTimeline
Cheviot Value Management, LLC300$22.6K<0.01%new13F-HRTimeline
Silvant Capital Management LLC304$21.7K<0.01%013F-HRTimeline
Crews Bank & Trust300$21.4K<0.01%013F-HRTimeline
GW&K Investment Management, LLC284$20K<0.01%-5413F-HRTimeline
Gen-Wealth Partners Inc276$19.7K0.01%-12213F-HRTimeline
Frazier Financial Advisors, LLC275$19.6K0.02%-4713F-HRTimeline
Park Square Financial Group, LLC266$19K0.02%-19913F-HRTimeline
Bogart Wealth, LLC255$18.2K<0.01%+1513F-HRTimeline
High Note Wealth, LLC255$18.2K<0.01%-113F-HRTimeline
United Community Bankin group United Community Bank255$18.2K0.01%013F-HRTimelineGroup
Atala Financial Inc255$18.2K0.01%-613F-HRTimeline
Saudi Central Bank249$17.8K0.09%new13F-HRTimeline
Westside Investment Management, Inc.248$17.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.241$17.2K0.01%+1413F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…233$17K<0.01%+18113F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC229$16.5K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.226$16.1K0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.236$16K0.02%+213F-HRTimeline
City State Bank222$15.8K0.01%013F-HRTimeline
Riverview Trust Co210$15K0.01%-1413F-HRTimeline
Fairscale Capital, LLC208$15K0.01%013F-HRTimeline
Key Financial Inc208$14.8K<0.01%013F-HRTimeline
First Pacific Financial207$14.8K<0.01%+15313F-HRTimeline