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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,181 managers (1,214 13F filers) reported a position in SRE shares at 2025-12-31, 605,099,809 shares in all. 93 filers opened a position and 79 filers sold out during the quarter.

Managers
1,181
13F filers
1,214
New
93
Added
432
Reduced
398
Sold out
79
Shares held by filers
605,099,809

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Center For Asset Management LLC3,078$272K0.14%-41113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,072$271K0.01%+54013F-HRTimeline
Beaumont Financial Advisors, LLC3,058$270K0.02%+3113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,024$267K<0.01%+33713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,022$267K0.03%+40213F-HRTimeline
DAVIDSON TRUST CO3,012$266K0.11%-1,50613F-HRTimeline
Iron Gate Global Advisors LLC3,000$265K0.03%013F-HRTimeline
Hodges Capital Management Inc.3,000$265K0.02%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,000$265K0.07%013F-HRTimelineGroup
Capital Squared Financial LLC3,000$265K0.21%013F-HRTimeline
Trinity Legacy Partners, LLC2,995$264K0.06%-3813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,970$264K0.04%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,992$264K0.01%013F-HRTimeline
Premier Path Wealth Partners, LLC2,986$264K0.03%+49513F-HRTimeline
Fisher Asset Management, LLC2,985$264K<0.01%-22413F-HRTimeline
AVISO WEALTH MANAGEMENT2,975$263K0.11%-6013F-HRTimeline
EVERPAR ADVISORS LLC2,965$262K0.1%-1,15613F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,946$260K0.02%+1413F-HRTimeline
1ST SOURCE BANK2,940$260K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,933$259K0.01%-8913F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.2,929$259K0.08%13F-HRTimelineGroup
LeClair Wealth Partners LLC2,920$258K0.15%-8213F-HRTimeline
Sound View Wealth Advisors Group, LLC2,915$257K0.02%013F-HRTimeline
Impact Partnership Wealth, LLC2,912$257K0.03%+54913F-HRTimeline
Independence Bank of Kentucky2,900$256K0.03%+2413F-HRTimeline
44 WEALTH MANAGEMENT LLC2,887$255K0.09%+3613F-HRTimeline
SIERRA OCEAN, LLC2,880$254K0.21%013F-HRTimeline
Pacific Sage Partners, LLC2,873$254K0.04%+713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,845$253K0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,838$252K0.01%-8013F-HRTimeline
Walser Wealth Management Company, A Ltd…2,823$249K0.13%13F-HRTimeline
Kera Capital Partners, Inc.2,861$249K0.03%+6213F-HRTimeline
626 Financial, LLC2,812$248K0.11%+2013F-HRTimeline
Gallacher Capital Management LLC2,804$248K0.1%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,803$247K0.01%+313F-HRTimeline
Bridgewealth Advisory Group, LLC2,801$247K0.05%+1413F-HRTimeline
One Capital Management, LLC2,785$246K0.01%-76513F-HRTimeline
Atlantic Edge Private Wealth Management…2,779$245K0.06%-5113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,767$244K0.07%013F-HRTimeline
WealthTrust Axiom LLC2,758$244K0.06%013F-HRTimeline
BridgePort Financial Solutions, LLC2,737$242K0.06%+1813F-HRTimeline
Ballentine Partners, LLC2,733$241K<0.01%-10213F-HRTimeline
NerdWallet Wealth Partners, LLC2,731$241K0.11%013F-HRTimeline
New Covenant Trust Company, N.A.2,674$240K0.22%013F-HRTimeline
Fiduciary Alliance LLC2,713$240K0.02%+2913F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/2,707$239K0.2%new13F-HRTimeline
SOL Capital Management CO2,702$239K0.02%013F-HRTimeline
BAXTER BROS INC2,700$238K0.03%013F-HRTimeline
Pachira Investments Inc.2,694$238K0.12%+113F-HRTimeline
Opus Capital Group, LLC2,688$237K0.03%-49313F-HRTimeline
Carrera Capital Advisors2,657$236K0.04%+7313F-HRTimeline
Dash Acquisitions Inc.2,710$235K0.05%+1613F-HRTimeline
FIRST AMERICAN TRUST, FSB2,651$234K0.02%+23013F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,650$234K0.17%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,642$233K0.05%013F-HRTimeline
Apella Capital, LLC2,636$233K<0.01%+313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,634$233K0.01%013F-HR/ATimeline
Faithward Advisors, LLC2,604$230K0.03%-51913F-HRTimeline
Pinnacle West Asset Management, Inc.2,595$229K0.15%-2513F-HRTimeline
Sivia Capital Partners, LLC2,578$228K0.05%new13F-HRTimeline
HUB Investment Partners, LLC2,575$227K0.01%new13F-HRTimeline
PFG Investments, LLC2,570$227K0.01%-6613F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,565$226K0.08%-80013F-HRTimelineGroup
FC Advisory LLC2,565$226K0.07%-32813F-HRTimeline
LifeSteps Financial, Inc.2,564$226K0.14%013F-HRTimeline
EJMK Ventures LLC2,563$226K0.14%13F-HRTimeline
Calydon Capital2,557$226K0.04%-14313F-HRTimeline
PRIVATE TRUST CO NA2,553$225K0.02%-56213F-HRTimeline
Advisors Capital Management, LLC2,551$225K<0.01%-413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,543$225K0.01%+3013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,543$224K0.03%+1213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,541$224K0.02%+16713F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC2,511$222K0.09%+1013F-HRTimeline
BAILARD, INC.2,505$221K<0.01%+26813F-HRTimeline
TWINBEECH CAPITAL LP2,491$220K0.02%new13F-HRTimeline
Asset Advisory Group, Inc.2,488$220K0.11%13F-HRTimeline
Greenwich Wealth Management LLC2,481$219K0.01%013F-HRTimeline
J. Derek Lewis & Associates Inc.2,477$219K0.05%13F-HRTimeline
Retirement Planning Group, LLC2,472$218K0.01%+19713F-HRTimeline
Telos Capital Management, Inc.2,470$218K0.02%013F-HRTimeline
National Wealth Management Group, LLC2,470$218K0.08%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,464$218K<0.01%+2613F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,457$217K0.08%+1,78213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,435$215K0.07%+6213F-HRTimeline
MONECO ADVISORS, LLC2,425$214K0.02%+1613F-HRTimeline
Sterling Investment Counsel, LLC2,424$213K0.06%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,408$213K0.03%-54013F-HRTimeline
Arbor Wealth Advisors LLC2,406$212K0.15%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,400$212K0.09%013F-HRTimeline
BSW Wealth Partners2,399$212K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,375$211K0.01%+37513F-HRTimeline
KWB Wealth2,383$210K0.02%new13F-HRTimeline
Lodestone Wealth Management LLC2,380$210K0.09%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,376$210K0.02%-82513F-HRTimeline
Triad Wealth Partners, LLC2,374$210K0.02%new13F-HRTimeline
Vision Capital Management, Inc.2,374$210K0.03%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,364$209K<0.01%-42213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,333$206K0.02%+67413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,332$206K0.09%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,320$205K0.06%013F-HRTimeline
Composition Wealth, LLC2,304$203K<0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC2,301$203K0.01%+913F-HRTimeline
Quantum Portfolio Management LLC2,300$203K0.09%013F-HRTimeline
Prosperity Consulting Group, LLC2,295$203K0.01%-5,73413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,279$202K0.01%new13F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,286$202K<0.01%013F-HRTimeline
Curated Wealth Partners LLC2,266$200K0.02%new13F-HRTimeline
Basecamp Wealth Advisors LLC2,263$200K0.04%13F-HRTimeline
Wilmington Savings Fund Society, FSB2,205$195K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,159$191K<0.01%+10713F-HRTimeline
HM PAYSON & CO2,144$189K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,030$179K0.09%-25213F-HRTimeline
Nemes Rush Group LLC2,021$178K0.02%+2113F-HRTimeline
IFP Advisors, Inc1,975$174K<0.01%-17,45413F-HRTimeline
Caldwell Trust Co1,970$174K0.02%013F-HRTimeline
Blue Trust, Inc.1,930$170K<0.01%-11713F-HRTimeline
Heritage Wealth Advisors1,902$168K0.01%-14013F-HRTimeline
McMillan Office, Inc.1,900$168K0.02%13F-HRTimeline
AdvisorNet Financial, Inc1,823$161K0.01%+6613F-HRTimeline
CYBER HORNET ETFs LLC1,818$161K0.1%+11013F-HRTimeline
Cromwell Holdings LLC1,765$157K0.09%013F-HRTimeline
Washington Trust Advisors, Inc.1,730$153K0.01%-8613F-HRTimeline
Hughes Financial Services, LLC1,699$150K0.02%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,689$149K0.1%013F-HRTimeline
GHP Investment Advisors, Inc.1,678$148K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,650$146K0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,636$145K0.01%013F-HRTimeline
Pacifica Partners Inc.1,598$143K0.06%013F-HRTimeline
Parkside Financial Bank & Trust1,601$141K0.01%+6513F-HRTimeline
SRH ADVISORS, LLC1,600$141K0.04%013F-HRTimeline
CVA Family Office, LLC1,597$141K0.02%+513F-HRTimeline
Kimelman & Baird, LLC1,500$132K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,450$128K<0.01%-1,39613F-HRTimelineGroup
General Partner, Inc.1,450$128K0.07%013F-HRTimeline
North Star Investment Management Corp.1,440$127K0.01%+18313F-HRTimeline
Tidemark, LLC1,422$126K0.04%013F-HRTimeline
JDM Financial Group LLC1,400$124K0.05%013F-HRTimeline
Core Alternative Capital1,395$123K0.03%-2213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,370$121K<0.01%+4713F-HRTimelineGroup
Quent Capital, LLC1,330$117K0.01%+15813F-HRTimeline
Roble, Belko & Company, Inc1,316$116K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,306$115K0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…1,280$113K0.02%13F-HRTimeline
New Millennium Group LLC1,275$113K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,258$111K0.02%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,274$111K0.08%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,251$110K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC1,237$109K<0.01%013F-HR/ATimelineGroup
Corsicana & Co.1,218$108K0.06%013F-HRTimeline
Rossby Financial, LCC1,189$105K0.03%+10013F-HRTimeline
DT Investment Partners, LLC1,160$102K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,129$99.7K0.01%+713F-HRTimeline
American Capital Advisory, LLC1,127$99.5K0.04%+513F-HRTimeline
Gleason Group, Inc.1,110$98K0.01%+813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,084$95.7K0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC1,032$91.8K0.02%013F-HRTimeline
Catalyst Capital Advisors LLC1,011$89.3K<0.01%-72713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,001$88.4K0.03%new13F-HRTimeline
MCF Advisors LLC993$88K<0.01%013F-HRTimeline
AlphaQuest LLC982$86.7K<0.01%-65213F-HRTimeline
Private Wealth Management Group, LLC981$86.6K0.02%013F-HRTimeline
Front Row Advisors LLC973$86.5K0.03%013F-HRTimeline
TRUST CO OF VERMONT976$86.2K<0.01%+36013F-HRTimeline
Deseret Mutual Benefit Administrators975$86.1K0.04%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC970$85.6K0.02%-15513F-HRTimeline
ORG Partners LLC934$82.5K0.01%013F-HRTimeline
Creative Capital Management Investments…928$81.9K0.02%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.920$81.2K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc918$81K0.01%+13913F-HRTimeline
1015 Capital Partners, LLC913$80.6K0.08%13F-HRTimeline
DV EQUITIES, LLC908$80.2K0.01%13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P892$78.8K<0.01%-4013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…878$77.5K0.01%-2,76613F-HRTimeline
Park Place Capital Corp856$75.6K0.02%013F-HRTimeline
Root Financial Partners, LLC819$72.3K<0.01%-31513F-HRTimeline
Asset Dedication, LLC818$72.2K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.797$70.4K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…800$69.7K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank789$69.7K0.03%+19813F-HRTimelineGroup
Archer Investment Corp779$68.8K0.02%+413F-HRTimeline
Banque de Luxembourg S.A.778$68.7K0.03%013F-HRTimeline
Union Bancaire Privee, UBP SA761$67.8K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …733$64.7K0.09%+2813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.717$63.3K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.715$63.1K0.01%-12613F-HRTimeline
Smithfield Trust Co712$63K<0.01%+3213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…712$63K<0.01%+3413F-HRTimelineGroup
Manchester Capital Management LLC709$62.6K0.01%-1013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…680$60K0.02%013F-HRTimeline
ADIRONDACK TRUST CO670$59.2K0.02%-50013F-HRTimeline
BARRETT & COMPANY, INC.668$59K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC652$57.6K0.02%+413F-HRTimeline
SBI Securities Co., Ltd.630$55.6K<0.01%-8313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC624$55.1K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC622$54.9K<0.01%+34113F-HRTimeline
Coston, McIsaac & Partners615$54K0.01%-2913F-HRTimeline
Horrell Capital Management, Inc.600$53K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department600$53K0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP559$49.3K0.01%-10013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…553$48.8K0.01%013F-HRTimeline