SRE SEMPRA

Stock (common), issuer CIK 1032208

1,100 managers (1,124 13F filers) reported a position in SRE shares at 2025-06-30, 587,650,092 shares in all. 97 filers opened a position and 122 filers sold out during the quarter.

Managers: 1,100
13F filers: 1,124
New: 97
Added: 469
Reduced: 358
Sold out: 122
Shares held by filers: 587,650,092

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Trinity Legacy Partners, LLC	3,033	$228K	0.06%	-13	13F-HR Timeline
LeClair Wealth Partners LLC	3,007	$228K	0.15%	-20	13F-HR Timeline
Hodges Capital Management Inc.	3,000	$227K	0.02%	-200	13F-HR Timeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…	3,000	$227K	0.06%	0	13F-HR Timeline Group
Capital Squared Financial LLC	3,000	$227K	0.27%		13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	2,992	$227K	0.01%	0	13F-HR Timeline
BANK OF STOCKTON	2,976	$225K	0.07%	0	13F-HR Timeline
RWA WEALTH PARTNERS, LLC	2,970	$225K	<0.01%	0	13F-HR Timeline
L2 Asset Management, LLC	2,963	$225K	0.04%	new	13F-HR Timeline
PATTON FUND MANAGEMENT, INC.	2,948	$223K	0.05%	new	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	2,918	$223K	0.01%	new	13F-HR Timeline
1ST SOURCE BANK	2,940	$223K	0.01%	+8	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	2,929	$222K	0.01%	-1,067	13F-HR/A Timeline Group
Brookstone Capital Managementin group Brookstone Capital Management	2,920	$221K	<0.01%	-411	13F-HR Timeline Group
Atlantic Edge Private Wealth Management…	2,910	$220K	0.06%	-50	13F-HR Timeline
IMS Capital Management	2,900	$220K	0.1%	-500	13F-HR Timeline
Avidian Wealth Enterprises, LLC	2,898	$220K	0.01%	new	13F-HR Timeline
SIERRA OCEAN, LLC	2,879	$218K	0.16%	-50	13F-HR Timeline
Independence Bank of Kentucky	2,876	$218K	0.03%	+100	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	2,845	$217K	0.01%	new	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	2,868	$217K	0.01%	new	13F-HR Timeline Group
FC Advisory LLC	2,868	$217K	0.07%	+26	13F-HR Timeline
Pacific Sage Partners, LLC	2,866	$217K	0.04%	0	13F-HR Timeline
RB Capital Management, LLC	2,857	$217K	0.05%	+2	13F-HR Timeline
Soltis Investment Advisors LLC	2,845	$216K	0.02%	new	13F-HR Timeline
Ballentine Partners, LLC	2,843	$215K	<0.01%	new	13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	2,838	$215K	<0.01%	+54	13F-HR Timeline Group
Warren Street Wealth Advisors, LLC	2,831	$215K	0.07%	new	13F-HR Timeline
Davies Financial Advisors, Inc.	2,823	$214K	0.17%	new	13F-HR Timeline
Dash Acquisitions Inc.	2,678	$213K	0.05%	new	13F-HR Timeline
Gallacher Capital Management LLC	2,804	$212K	0.1%	0	13F-HR Timeline
BAXTER BROS INC	2,800	$212K	0.03%	-550	13F-HR Timeline
EWG Elevate Inc.	2,800	$212K	0.07%	-58	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	2,797	$212K	0.01%	new	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	2,794	$212K	0.04%	-1,762	13F-HR Timeline
Fortress Wealth Management, Inc.	2,779	$211K	0.1%	new	13F-HR Timeline
Advisors Capital Management, LLC	2,774	$210K	<0.01%	new	13F-HR Timeline
Bridgewealth Advisory Group, LLC	2,770	$210K	0.05%	new	13F-HR Timeline
626 Financial, LLC	2,768	$210K	0.1%	new	13F-HR/A Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	2,767	$210K	0.08%	new	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	2,756	$209K	<0.01%	+652	13F-HR Timeline Group
BAILARD, INC.	2,745	$208K	<0.01%	new	13F-HR Timeline
FUTURE YOU WEALTH LLC	2,739	$208K	0.11%	new	13F-HR Timeline
Fisher Asset Management, LLC	2,734	$207K	<0.01%	new	13F-HR Timeline
MONTAG A & ASSOCIATES INC	2,700	$206K	0.01%	0	13F-HR Timeline
SOL Capital Management CO	2,702	$205K	0.02%	new	13F-HR Timeline
BridgePort Financial Solutions, LLC	2,698	$204K	0.07%	new	13F-HR Timeline
Pachira Investments Inc.	2,692	$204K	0.15%	new	13F-HR Timeline
Fiduciary Alliance LLC	2,672	$202K	0.02%	new	13F-HR Timeline
Morey & Quinn Wealth Partners, LLC	2,650	$201K	0.16%	-200	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	2,385	$182K	0.12%	+200	13F-HR Timeline
Golden State Wealth Management, LLC	2,220	$168K	0.02%	+321	13F-HR Timeline
Sterling Capital Management LLC	2,173	$165K	<0.01%	+289	13F-HR/A Timeline
HM PAYSON & CO	2,144	$162K	<0.01%	0	13F-HR Timeline
Blue Trust, Inc.	2,104	$159K	<0.01%	+258	13F-HR Timeline
Caldwell Trust Co	2,066	$157K	0.02%	0	13F-HR Timeline
WD RUTHERFORD LLC	2,065	$156K	0.07%	new	13F-HR Timeline
Heritage Wealth Advisors	2,042	$155K	0.01%	0	13F-HR Timeline
Nemes Rush Group LLC	2,000	$152K	0.02%	-70	13F-HR Timeline
MUFG Securities EMEA plc	1,927	$146K	0.01%	new	13F-HR/A Timeline
Washington Trust Advisors, Inc.	1,843	$140K	0.01%	0	13F-HR Timeline
Hughes Financial Services, LLC	1,699	$138K	0.02%	0	13F-HR Timeline
Catalyst Capital Advisors LLC	1,813	$137K	<0.01%	+760	13F-HR Timeline
SENTRY INVESTMENT MANAGEMENT LLC	1,812	$135K	0.07%	0	13F-HR Timeline
Cromwell Holdings LLC	1,765	$135K	0.08%	-261	13F-HR Timeline
AdvisorNet Financial, Inc	1,715	$130K	0.01%	+292	13F-HR Timeline
GHP Investment Advisors, Inc.	1,678	$127K	0.01%	+784	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	1,650	$125K	0.01%	+400	13F-HR Timeline Group
FOSTER DYKEMA CABOT & PARTNERS, LLC	1,636	$125K	0.01%	0	13F-HR Timeline
CYBER HORNET ETFs LLC	1,649	$125K	0.09%	new	13F-HR Timeline
CVA Family Office, LLC	1,648	$125K	0.02%	+506	13F-HR Timeline
Tidemark, LLC	1,627	$123K	0.04%	0	13F-HR Timeline
AlphaQuest LLC	1,624	$123K	0.01%	-3,036	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	1,612	$122K	0.01%	+757	13F-HR Timeline
SRH ADVISORS, LLC	1,600	$121K	0.04%	0	13F-HR Timeline
Pacifica Partners Inc.	1,598	$120K	0.05%	0	13F-HR Timeline
TSFG, LLC	1,566	$119K	0.02%	0	13F-HR Timeline
Parkside Financial Bank & Trust	1,537	$116K	0.01%	+397	13F-HR Timeline
Kimelman & Baird, LLC	1,500	$114K	0.01%	0	13F-HR Timeline
General Partner, Inc.	1,450	$110K	0.06%	0	13F-HR Timeline
Core Alternative Capital	1,417	$107K	0.03%	0	13F-HR Timeline
JDM Financial Group LLC	1,400	$106K	0.05%	0	13F-HR Timeline
Roble, Belko & Company, Inc	1,316	$100K	0.01%	0	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	1,282	$97.1K	<0.01%	-363	13F-HR Timeline
New Millennium Group LLC	1,275	$96.6K	0.05%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,258	$95.3K	0.02%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	1,274	$90K	0.08%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,197	$89.7K	0.05%	-658	13F-HR Timeline
ADIRONDACK TRUST CO	1,170	$88.6K	0.03%	0	13F-HR Timeline
DT Investment Partners, LLC	1,160	$87.9K	0.01%	-355	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	1,148	$87K	<0.01%	-357	13F-HR Timeline Group
American Capital Advisory, LLC	1,125	$85.2K	0.04%	+15	13F-HR Timeline
Beacon Capital Management, LLC	1,114	$84.4K	0.01%	+24	13F-HR Timeline
McIlrath & Eck, LLC	1,113	$84.3K	0.01%	-917	13F-HR Timeline
Gleason Group, Inc.	1,092	$82.8K	0.01%	+10	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	1,084	$82.1K	0.01%	0	13F-HR Timeline Group
Rossby Financial, LCC	1,072	$81.2K	0.03%	-369	13F-HR Timeline
Prestige Wealth Management Group LLC	1,032	$78.9K	0.02%	0	13F-HR/A Timeline
VISION FINANCIAL MARKETS LLC	1,000	$75.8K	0.07%	new	13F-HR Timeline
North Star Investment Management Corp.	984	$74.5K	0.01%	+6	13F-HR Timeline
Front Row Advisors LLC	973	$74.3K	0.03%	0	13F-HR Timeline
Private Wealth Management Group, LLC	981	$74.3K	0.02%	+63	13F-HR Timeline
Briaud Financial Planning Inc	980	$74K	0.03%	0	13F-HR Timeline
MCF Advisors LLC	942	$71.6K	<0.01%	0	13F-HR Timeline
Creative Capital Management Investments…	928	$70.3K	0.03%	0	13F-HR Timeline
Deseret Mutual Benefit Administrators	902	$68.3K	0.03%	0	13F-HR Timeline
ORG Partners LLC	894	$68.1K	0.01%	+17	13F-HR Timeline
SBI Securities Co., Ltd.	889	$67.4K	<0.01%	+25	13F-HR Timeline
Orion Capital Management LLC	872	$66.1K	0.03%	0	13F-HR Timeline
Park Place Capital Corp	856	$65.2K	0.01%	-154	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	857	$65K	<0.01%	-176	13F-HR Timeline Group
WEBSTER BANK, N. A.	841	$63.7K	0.01%	-21	13F-HR Timeline
Pacific Center for Financial Services	832	$63K	0.02%	-396	13F-HR Timeline
MV CAPITAL MANAGEMENT, INC.	803	$60.8K	0.01%	+14	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	800	$60.6K	<0.01%	-12	13F-HR Timeline
Medallion Wealth Advisors, LLC	793	$60.4K	0.02%	+5	13F-HR Timeline
Versant Capital Management, Inc	779	$59K	0.01%	+194	13F-HR Timeline
Union Bancaire Privee, UBP SA	761	$57.3K	<0.01%	-12,670	13F-HR Timeline
GeoWealth Management, LLC	751	$56.9K	<0.01%	-56	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	705	$53.4K	0.09%	0	13F-HR Timeline
Smithfield Trust Co	694	$53K	<0.01%	0	13F-HR Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…	680	$51.5K	0.01%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	677	$51.3K	0.01%	+6	13F-HR Timeline
BARRETT & COMPANY, INC.	668	$50.6K	0.02%	new	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	659	$50K	<0.01%	-367	13F-HR Timeline Group
TRUST CO OF VERMONT	652	$49.4K	<0.01%	-52	13F-HR Timeline
Manchester Capital Management LLC	642	$48.6K	0.01%	+126	13F-HR Timeline
Bruce G. Allen Investments, LLC	641	$48.6K	0.04%	-106	13F-HR Timeline
Coston, McIsaac & Partners	641	$48K	0.01%	+3	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	613	$46.4K	<0.01%	new	13F-HR/A Timeline
Asset Dedication, LLC	606	$45.9K	<0.01%	0	13F-HR Timeline
Horrell Capital Management, Inc.	600	$45.5K	0.02%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	600	$45.5K	0.01%	0	13F-HR Timeline Group
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	556	$42.1K	<0.01%	0	13F-HR Timeline Group
Financial Connections Group, Inc.	550	$41K	0.02%	+92	13F-HR Timeline
Opal Wealth Advisors, LLC	516	$39.1K	0.01%	-14	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	500	$37.9K	0.01%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	498	$37.7K	0.01%	0	13F-HR Timeline
Bank of New Hampshire	480	$36.4K	0.01%	0	13F-HR Timeline
Hemington Wealth Management	474	$35K	0.01%	-132	13F-HR Timeline
Covestor Ltd	465	$35K	0.02%	-19	13F-HR Timeline
Bogart Wealth, LLC	444	$33.6K	<0.01%	+189	13F-HR Timeline
Rise Advisors, LLC	444	$33.6K	0.01%	+4	13F-HR Timeline
SUMMIT SECURITIES GROUP LLC	439	$33.3K	0.01%	new	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	430	$32.6K	<0.01%	+300	13F-HR Timeline Group
Dogwood Wealth Management LLC	438	$32.5K	0.02%	+86	13F-HR Timeline
NewSquare Capital LLC	421	$31.9K	<0.01%	+299	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	410	$31K	0.01%	+58	13F-HR Timeline
COUNTRY TRUST BANK	402	$30.5K	<0.01%	0	13F-HR Timeline
BROADWATER CAPITAL MANAGEMENT LLC	30,308	$30.3K	0.04%	+29,908	13F-HR/A Timeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC	400	$30.3K	<0.01%	0	13F-HR Timeline Group
First Command Advisory Services, Inc.	400	$30.3K	<0.01%	-27	13F-HR Timeline
Pingora Partners LLC	400	$30.3K	0.02%	-30	13F-HR Timeline
Bangor Savings Bank	398	$30.2K	<0.01%	0	13F-HR Timeline
ESSEX INVESTMENT MANAGEMENT CO LLC	390	$29.6K	0.01%	0	13F-HR Timeline
MilWealth Group LLC	388	$29.4K	0.01%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	380	$28.8K	0.01%	0	13F-HR Timeline
Westside Investment Management, Inc.	375	$28.5K	0.01%	+127	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	371	$28.3K	<0.01%	+174	13F-HR Timeline
PrairieView Partners, LLC	376	$28K	<0.01%	0	13F-HR Timeline
GW&K Investment Management, LLC	371	$28K	<0.01%	+87	13F-HR Timeline
Capital Advisors, Ltd. LLC	370	$28K	<0.01%	-54	13F-HR Timeline
Painted Porch Advisors LLC	362	$27.4K	0.01%	-13	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	351	$26.7K	0.01%	+163	13F-HR Timeline
Prudent Man Investment Management, Inc.	300	$26.3K	0.01%	0	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	328	$24.9K	0.03%	0	13F-HR Timeline
Cheviot Value Management, LLC	300	$24.5K	<0.01%	0	13F-HR Timeline
Princeton Global Asset Management LLC	316	$23.9K	<0.01%	new	13F-HR Timeline
Silvant Capital Management LLC	304	$23K	<0.01%	0	13F-HR Timeline
Crews Bank & Trust	300	$22.7K	<0.01%	0	13F-HR Timeline
Private Wealth Asset Management, LLC	294	$22.3K	<0.01%	-24	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	257	$21.1K	0.01%	new	13F-HR Timeline
Gen-Wealth Partners Inc	276	$20.9K	0.01%	0	13F-HR Timeline
United Community Bankin group United Community Bank	275	$20.8K	0.01%	+20	13F-HR Timeline Group
Frazier Financial Advisors, LLC	275	$20.8K	0.01%	0	13F-HR Timeline
High Note Wealth, LLC	272	$20.6K	<0.01%	+17	13F-HR Timeline
Park Square Financial Group, LLC	266	$20.2K	0.01%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	241	$18.3K	0.01%	0	13F-HR Timeline
CoreCap Advisors, LLC	240	$18.2K	<0.01%	-407	13F-HR Timeline
Ball & Co Wealth Management Inc.	238	$18K	0.02%	+2	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	229	$17.5K	<0.01%	0	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	226	$17.1K	<0.01%	+154	13F-HR Timeline
PINNEY & SCOFIELD, INC.	226	$17.1K	0.01%	0	13F-HR Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…	229	$17K	<0.01%	-4	13F-HR Timeline Group
Fairscale Capital, LLC	208	$17K	0.01%	0	13F-HR Timeline
Activest Wealth Management	224	$17K	<0.01%	+47	13F-HR Timeline
City State Bank	222	$16.8K	0.01%	0	13F-HR Timeline
GoalVest Advisory LLC	220	$16.7K	<0.01%	+214	13F-HR Timeline
Riverview Trust Co	210	$15.9K	0.02%	0	13F-HR Timeline
Key Financial Inc	208	$15.8K	<0.01%	0	13F-HR Timeline
New England Capital Financial Advisors …	205	$15.5K	0.01%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	204	$15.5K	0.01%	+10	13F-HR Timeline
Lavaca Capital LLC	200	$15.2K	0.01%	0	13F-HR/A Timeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd	200	$15.2K	<0.01%	0	13F-HR/A Timeline Group
Bell Investment Advisors, Inc	199	$15.1K	<0.01%	+42	13F-HR Timeline
SOA Wealth Advisors, LLC.	195	$14.8K	<0.01%	0	13F-HR Timeline
Quaker Wealth Management, LLC	194	$14.7K	<0.01%	new	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	192	$14.5K	<0.01%	+8	13F-HR Timeline
New Age Alpha Advisors, LLC	184	$13.9K	<0.01%	0	13F-HR Timeline
CNB Bank	182	$13.8K	0.01%	0	13F-HR Timeline