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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,233 managers (1,274 13F filers) reported a position in SRE shares at 2026-03-31, 589,471,436 shares in all. 146 filers opened a position and 90 filers sold out during the quarter.

Managers
1,233
13F filers
1,274
New
146
Added
503
Reduced
394
Sold out
90
Shares held by filers
589,471,436

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
1ST SOURCE BANK3,120$303K0.02%+18013F-HRTimeline
Aster Capital Management (DIFC) Ltd4,227$302K0.1%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,101$301K<0.01%+7713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,100$301K0.02%013F-HRTimelineGroup
PRING TURNER CAPITAL GROUP INC3,400$300K0.18%013F-HRTimeline
ProCore Advisors, LLC3,080$299K0.46%013F-HRTimeline
Delta Investment Management, LLC3,072$298K0.05%-1813F-HRTimeline
Beaumont Financial Advisors, LLC3,060$297K0.02%+213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,053$297K<0.01%-62113F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC3,027$294K0.03%+513F-HRTimeline
Iron Gate Global Advisors LLC3,000$292K0.03%013F-HRTimeline
Hodges Capital Management Inc.3,000$292K0.02%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,000$292K0.07%013F-HRTimelineGroup
Capital Squared Financial LLC3,000$292K0.22%013F-HRTimeline
Impact Partnership Wealth, LLC2,998$291K0.04%+8613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,992$291K0.01%013F-HRTimeline
CONNING INC.in group CONNING INC.2,985$290K0.01%-62513F-HRTimelineGroup
CHESAPEAKE CAPITAL CORP /IL/2,974$289K0.21%+26713F-HRTimeline
EVERPAR ADVISORS LLC2,972$289K0.1%+713F-HRTimeline
RWA WEALTH PARTNERS, LLC2,970$289K<0.01%-39113F-HRTimeline
Sound View Wealth Advisors Group, LLC2,915$283K0.02%013F-HRTimeline
AVISO WEALTH MANAGEMENT2,915$283K0.13%-6013F-HRTimeline
Pacific Sage Partners, LLC2,907$282K0.04%+3413F-HRTimeline
OSTRUM ASSET MANAGEMENT2,902$282K0.02%-11,10913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,886$280K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC2,880$280K0.23%013F-HRTimeline
Independence Bank of Kentucky2,876$279K0.04%-2413F-HRTimeline
Fideuram Asset Management (Ireland) dac3,190$279K0.04%-5,68613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,845$278K0.01%013F-HRTimeline
44 WEALTH MANAGEMENT LLC2,849$277K0.1%-3813F-HRTimeline
LRT Capital Management, LLC2,841$276K0.26%-53813F-HRTimeline
Ballentine Partners, LLC2,836$276K<0.01%+10313F-HRTimeline
One Capital Management, LLC2,830$275K0.01%+4513F-HRTimeline
Bridgewealth Advisory Group, LLC2,815$274K0.06%+1413F-HRTimeline
WFA of San Diego, LLC2,814$273K0.22%-14,04113F-HRTimeline
Gallacher Capital Management LLC2,804$272K0.1%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,782$272K0.01%+50313F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…2,798$272K0.12%-2513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,785$271K0.01%-1813F-HRTimeline
HUB Investment Partners, LLC2,785$271K0.01%+21013F-HRTimeline
Atlantic Edge Private Wealth Management…2,779$270K0.07%013F-HRTimeline
J. Derek Lewis & Associates Inc.2,777$270K0.06%+30013F-HR/ATimeline
Trinity Legacy Partners, LLC2,797$269K0.06%-19813F-HRTimeline
BridgePort Financial Solutions, LLC2,767$269K0.08%+3013F-HRTimeline
WealthTrust Axiom LLC2,766$269K0.07%+813F-HRTimeline
Vinva Investment Management Ltd2,776$268K<0.01%-3,33613F-HRTimeline
Engineers Gate Manager LP2,751$267K<0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC2,743$267K0.01%-2,81513F-HRTimeline
Oslo Pensjonsforsikring AS2,725$265K0.04%-58113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,721$264K0.03%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,718$264K0.01%-21513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,708$263K0.02%+33213F-HRTimeline
Osmosis Investment Management UK Ltd2,702$263K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC2,700$262K0.02%+32613F-HRTimeline
Opus Capital Group, LLC2,698$262K0.03%+1013F-HRTimeline
Fiduciary Alliance LLC2,724$260K0.02%+1113F-HRTimeline
New Covenant Trust Company, N.A.2,674$260K0.23%013F-HRTimeline
Modern Wealth Management, LLC2,667$260K<0.01%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.2,666$259K0.04%-1,50213F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,650$258K0.18%013F-HRTimeline
NerdWallet Wealth Partners, LLC2,639$256K0.11%-9213F-HRTimeline
71 West Capital Partners2,636$256K0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,634$256K0.01%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,634$256K0.04%+22613F-HRTimeline
Dash Acquisitions Inc.2,726$255K0.05%+1613F-HRTimeline
Greenwich Wealth Management LLC2,582$251K0.01%+10113F-HRTimeline
Teza Capital Management LLC2,573$250K0.92%new13F-HRTimeline
Koshinski Asset Management, Inc.2,568$249K0.02%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB2,567$249K0.02%-8413F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,565$249K0.09%013F-HRTimelineGroup
FC Advisory LLC2,565$249K0.07%013F-HRTimeline
LifeSteps Financial, Inc.2,564$249K0.16%013F-HRTimeline
ExodusPoint Capital Management, LP2,560$249K<0.01%new13F-HRTimeline
Centiva Capital, LP2,559$249K0.01%-1,84213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,559$249K0.03%+1613F-HRTimeline
Calydon Capital2,557$248K0.04%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,554$248K0.09%+4313F-HRTimeline
BAILARD, INC.2,552$248K0.01%+4713F-HRTimeline
Financial Designs Corp2,550$248K0.14%new13F-HRTimeline
Pinnacle West Asset Management, Inc.2,535$246K0.17%-6013F-HRTimeline
PRIVATE TRUST CO NA2,526$245K0.02%-2713F-HRTimeline
PFG Investments, LLC2,523$245K0.01%-4713F-HRTimeline
SAPIENT CAPITAL LLC2,509$245K<0.01%new13F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,514$244K<0.01%+5013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC2,508$244K0.01%+20713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,493$242K<0.01%-1,42713F-HRTimeline
Simplicity Wealth,LLC2,491$242K0.01%new13F-HRTimeline
Advisors Capital Management, LLC2,488$242K<0.01%-6313F-HRTimeline
Asset Advisory Group, Inc.2,488$242K0.12%013F-HRTimeline
Sigma Planning Corp2,458$239K0.01%-1,47013F-HRTimeline
Collaborative Fund Advisors, LLC2,457$239K0.15%13F-HRTimeline
TRUST POINT INC.2,448$238K0.02%new13F-HRTimeline
Carrera Capital Advisors2,426$237K0.04%-23113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,442$237K0.06%-20013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,442$237K0.02%-9913F-HRTimelineGroup
BSW Wealth Partners2,414$235K0.03%+1513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,410$234K0.01%-68213F-HRTimelineGroup
Arbor Wealth Advisors LLC2,406$234K0.16%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,375$232K0.01%013F-HRTimeline
Lodestone Wealth Management LLC2,380$231K0.09%013F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP2,380$231K<0.01%+1613F-HRTimeline
PCM Encore, LLC2,377$231K0.05%new13F-HRTimeline
Vision Capital Management, Inc.2,374$231K0.03%013F-HRTimeline
Telos Capital Management, Inc.2,370$230K0.02%-10013F-HRTimeline
BAXTER BROS INC2,350$228K0.03%-35013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,350$228K0.1%-5013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,332$227K0.1%013F-HRTimeline
MCF Advisors LLC2,319$227K0.01%+1,32613F-HRTimeline
E Fund Management Co., Ltd.2,329$226K0.01%13F-HRTimeline
WD RUTHERFORD LLC2,310$224K0.1%new13F-HRTimeline
Quantum Portfolio Management LLC2,300$223K0.1%013F-HR/ATimeline
Blueshift Asset Management, LLC2,299$223K0.07%-5,69213F-HRTimeline
Sivia Capital Partners, LLC2,288$222K0.04%-29013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,320$222K0.06%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,286$222K<0.01%013F-HRTimeline
CWA Asset Management Group, LLC2,278$221K0.01%new13F-HRTimeline
Curated Wealth Partners LLC2,266$220K0.03%013F-HRTimeline
Basecamp Wealth Advisors LLC2,263$220K0.05%013F-HRTimeline
Legacy Financial Advisors, Inc.2,248$218K0.03%new13F-HRTimeline
BCGM Wealth Management, LLC2,247$218K0.05%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,243$218K<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.2,213$217K0.01%-62513F-HRTimeline
Prosperity Consulting Group, LLC2,223$216K0.01%-7213F-HRTimeline
Waterloo Capital, L.P.2,216$215K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,205$214K0.01%013F-HRTimeline
Trust Co of Kansas2,200$214K0.12%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,199$214K<0.01%new13F-HRTimeline
RB Capital Management, LLC2,198$214K0.05%new13F-HRTimeline
Asset One Wealth Management LLC2,291$213K0.02%new13F-HRTimeline
L & S Advisors Inc2,195$213K0.03%new13F-HRTimeline
Sovereign Financial Group, Inc.2,194$213K0.04%new13F-HRTimeline
LCM Capital Management Inc2,194$213K0.11%new13F-HRTimeline
Modera Wealth Management, LLC2,183$212K<0.01%new13F-HRTimeline
Affiance Financial, LLC2,182$212K0.03%new13F-HRTimeline
Rehmann Capital Advisory Group2,178$212K0.01%new13F-HRTimeline
KWB Wealth2,383$210K0.02%013F-HRTimeline
S Harris Financial Group, LLC2,165$210K0.19%new13F-HRTimeline
IFP Advisors, Inc2,149$209K<0.01%+17413F-HRTimeline
Defiance ETFs, LLC2,148$209K<0.01%new13F-HRTimeline
HM PAYSON & CO2,144$208K<0.01%013F-HRTimeline
KINTRA WEALTH, LLC2,142$208K0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,136$208K0.01%new13F-HRTimeline
Sandro Wealth Management LLC2,129$207K0.17%new13F-HRTimeline
Destination Wealth Management2,125$207K0.01%new13F-HRTimeline
Joel Isaacson & Co., LLC2,124$206K0.01%new13F-HRTimeline
Heritage Wealth Management, Inc. /CA/2,111$205K0.11%new13F-HRTimeline
Phillips Wealth Planners LLC2,209$205K0.15%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,100$204K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,091$203K<0.01%-6813F-HRTimeline
Howard Capital Management, LLC2,091$203K<0.01%-2,04313F-HRTimeline
Armstrong, Fleming & Moore, Inc2,086$203K0.09%new13F-HRTimeline
Robertson Stephens Wealth Management, L…2,065$202K0.01%new13F-HRTimeline
Financial Advisors Network, Inc.2,074$202K0.03%new13F-HRTimeline
Nemes Rush Group LLC2,021$196K0.02%013F-HRTimeline
Caldwell Trust Co1,970$191K0.02%013F-HRTimeline
Acropolis Investment Management, LLC1,904$185K0.01%new13F-HRTimeline
CVA Family Office, LLC1,903$185K0.02%+30613F-HRTimeline
McMillan Office, Inc.1,900$185K0.02%013F-HRTimeline
MATHER GROUP, LLC.1,889$184K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,885$183K<0.01%-4513F-HRTimeline
AMERIFLEX GROUP, INC.1,857$180K0.09%-17313F-HRTimeline
AdvisorNet Financial, Inc1,831$178K0.01%+813F-HRTimeline
Deseret Mutual Benefit Administrators1,829$178K0.06%+85413F-HRTimeline
Washington Trust Advisors, Inc.1,805$175K0.01%+7513F-HRTimeline
CYBER HORNET ETFs LLC1,793$175K0.11%-2513F-HRTimeline
Cromwell Holdings LLC1,765$173K0.1%013F-HRTimeline
Hughes Financial Services, LLC1,708$166K0.03%+913F-HRTimeline
ALERUS FINANCIAL NA1,701$165K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,650$160K0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,636$160K0.01%013F-HRTimeline
Pacifica Partners Inc.1,598$155K0.05%013F-HRTimeline
Parkside Financial Bank & Trust1,551$151K0.01%-5013F-HRTimeline
Kimelman & Baird, LLC1,500$146K0.01%013F-HRTimeline
SRH ADVISORS, LLC1,497$145K0.04%-10313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,491$145K<0.01%+12113F-HRTimelineGroup
North Star Investment Management Corp.1,481$144K0.01%+4113F-HRTimeline
General Partner, Inc.1,450$141K0.09%013F-HRTimeline
Tidemark, LLC1,430$139K0.04%+813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,411$137K0.06%-1,04613F-HRTimeline
Twin Tree Management, LP1,403$136K0.03%new13F-HRTimeline
JDM Financial Group LLC1,400$136K0.05%013F-HRTimeline
Core Alternative Capital1,395$136K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…1,366$133K0.02%+8613F-HRTimeline
Roble, Belko & Company, Inc1,316$128K0.02%013F-HRTimeline
Heritage Wealth Advisors1,314$128K<0.01%-58813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,274$125K0.09%013F-HRTimeline
Rossby Financial, LCC1,280$125K0.03%+9113F-HRTimeline
Versant Capital Management, Inc1,281$124K0.01%+36313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,241$120K<0.01%+413F-HRTimelineGroup
Wall Street Financial Group, Inc.1,173$114K0.07%new13F-HRTimeline
DT Investment Partners, LLC1,160$113K0.01%013F-HRTimeline
Root Financial Partners, LLC1,141$111K0.01%+32213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,139$111K0.01%-16713F-HRTimelineGroup
McIlrath & Eck, LLC1,136$110K0.01%+713F-HRTimeline
American Capital Advisory, LLC1,129$110K0.04%+213F-HRTimeline
Gleason Group, Inc.1,118$109K0.01%+813F-HRTimeline
Quent Capital, LLC1,091$106K0.01%-23913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,084$105K0.01%013F-HRTimelineGroup
Creative Capital Management Investments…1,040$101K0.03%+11213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,039$101K<0.01%-41113F-HRTimelineGroup