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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
Medallion Wealth Advisors, LLC577$50.5K0.03%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…556$48.8K<0.01%+10013F-HRTimelineGroup
Capital Advisors, Ltd. LLC521$46K0.01%+113F-HRTimeline
Caitong International Asset Management …515$45.2K0.04%13F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…506$44.5K0.02%+313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$43.9K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.498$43.7K0.01%013F-HR/ATimeline
VSM Wealth Advisory, LLC498$43.7K0.02%13F-HRTimeline
OFI INVEST ASSET MANAGEMENT510$43.2K<0.01%13F-HRTimeline
Bank of New Hampshire480$42.1K0.01%013F-HRTimeline
Park Square Financial Group, LLC465$40.8K0.03%13F-HRTimeline
Avior Wealth Management, LLC463$40.6K<0.01%+2413F-HRTimeline
Empirical Asset Management, LLC11,435$40.6K0.01%013F-HRTimeline
Covestor Ltd461$40K0.03%+5013F-HRTimeline
Financial Connections Group, Inc.458$40K0.02%013F-HRTimeline
LRI Investments, LLC443$38.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC433$38K<0.01%+30013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT430$37.7K<0.01%+5213F-HRTimeline
COUNTRY TRUST BANK402$35.3K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC400$35.1K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC400$35.1K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.400$35.1K<0.01%-1,12613F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC400$35.1K0.03%-40013F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.399$35K0.02%13F-HRTimeline
Bangor Savings Bank398$34.9K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc398$34.9K0.02%-69713F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC390$34.2K0.01%013F-HRTimeline
MilWealth Group LLC388$34K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS380$33.3K0.01%013F-HRTimeline
PrairieView Partners, LLC376$32K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC355$31.1K<0.01%013F-HRTimeline
Human Investing LLC351$30.8K0.01%new13F-HRTimeline
Mattson Financial Services, LLC364$30.4K0.01%new13F-HRTimeline
Dogwood Wealth Management LLC345$30.2K0.02%+313F-HRTimeline
Rise Advisors, LLC344$30.2K0.01%+213F-HRTimeline
GW&K Investment Management, LLC338$30K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC336$29.5K<0.01%+24413F-HRTimelineGroup
Painted Porch Advisors LLC335$29.4K0.01%+29313F-HRTimeline
EASTERN BANK334$29.3K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC328$28.9K0.04%013F-HRTimeline
Synergy Investment Management, LLC327$28.7K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC322$28.2K0.02%013F-HRTimeline
CoreCap Advisors, LLC308$27K<0.01%-8013F-HRTimeline
Silvant Capital Management LLC304$26.7K<0.01%013F-HRTimeline
Crews Bank & Trust300$26.3K<0.01%13F-HRTimeline
Prudent Man Investment Management, Inc.300$26.3K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC296$26K<0.01%-17913F-HRTimeline
NVWM, LLC293$25.7K0.01%-1513F-HRTimeline
Values First Advisors, Inc.290$25.5K0.01%-67613F-HRTimeline
Pingora Partners LLC290$25.4K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.271$23.8K<0.01%+14813F-HRTimeline
Atala Financial Inc261$22.9K0.02%13F-HRTimeline
High Note Wealth, LLC256$22.5K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank255$22.4K0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.248$21.8K<0.01%+14813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners241$21.2K<0.01%+113F-HRTimelineGroup
Bogart Wealth, LLC240$21.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC229$20.4K<0.01%-22913F-HRTimeline
Raleigh Capital Management Inc.232$20.4K0.01%+3113F-HRTimeline
R Squared Ltd230$20.2K0.02%13F-HRTimeline
Ball & Co Wealth Management Inc.234$20K0.02%13F-HRTimeline
Pinnacle Bancorp, Inc.227$19.9K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.226$19.8K0.02%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC224$19.6K<0.01%013F-HRTimeline
Riverview Trust Co224$19.6K0.02%013F-HRTimeline
City State Bank222$19.5K0.01%013F-HRTimeline
Avalon Trust Co216$18.9K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…210$18.5K0.01%+2213F-HRTimeline
Fairscale Capital, LLC208$18.4K0.02%013F-HRTimeline
Key Financial Inc208$18.2K<0.01%+4013F-HRTimeline
Riggs Asset Managment Co. Inc.206$18K<0.01%+613F-HRTimeline
New England Capital Financial Advisors …205$18K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC203$17.8K<0.01%+113F-HRTimeline
Lavaca Capital LLC200$17.5K0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.200$17.5K0.01%13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$17.5K<0.01%13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.184$16.1K<0.01%-1513F-HR/ATimelineGroup
CNB Bank182$16K0.01%013F-HRTimeline
Collier Financial181$15.9K0.01%13F-HRTimeline
Kozak & Associates, Inc.180$15.8K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC177$15.5K<0.01%-3713F-HRTimeline
WASHINGTON TRUST Co171$15K<0.01%013F-HRTimeline
Providence First Trust Co171$15K0.01%new13F-HRTimeline
Dunhill Financial, LLC157$13.8K0.01%+3213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.156$13.7K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC152$13.3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.150$13.2K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp146$12.8K<0.01%-38013F-HRTimelineGroup
Bell Investment Advisors, Inc145$12.7K<0.01%-1313F-HRTimeline
CGC Financial Services, LLC138$12.1K<0.01%013F-HRTimeline
Abound Wealth Management133$11.7K<0.01%-1313F-HRTimeline
Eagle Bay Advisors LLC131$11.6K0.01%013F-HRTimeline
Global Financial Private Client, LLC131$11.5K<0.01%+913F-HRTimeline
Transce3nd, LLC131$11.5K<0.01%13F-HRTimeline
Millstone Evans Group, LLC120$10.5K0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC116$10.2K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC114$10K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC114$10K<0.01%new13F-HRTimeline
Sachetta, LLC109$9.57K<0.01%013F-HRTimeline
Fortitude Family Office, LLC107$9.39K<0.01%+1013F-HRTimeline
DiNuzzo Private Wealth, Inc.105$9.21K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$8.77K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.100$8.77K<0.01%013F-HRTimelineGroup
Minot DeBlois Advisors LLC100$8.77K0.01%13F-HRTimeline
Tanglewood Legacy Advisors, LLC100$8.77K<0.01%013F-HRTimeline
New Age Alpha Advisors, LLC95$8.33K<0.01%new13F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC93$8.17K<0.01%+2713F-HRTimeline
CBIZ Investment Advisory Services, LLC91$8.01K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC90$7.91K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …90$7.89K<0.01%013F-HRTimelineGroup
Compass Wealth Management LLC90$7.89K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.95$7.88K0.01%new13F-HRTimeline
HighMark Wealth Management LLC85$7.46K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.84$7.37K<0.01%013F-HRTimeline
Avion Wealth90$7K<0.01%+613F-HRTimeline
Cassady Schiller Wealth Management, LLC79$6.93K<0.01%new13F-HRTimeline
JNBA Financial Advisors78$6.84K<0.01%013F-HRTimeline
Towne Trust Company, N.A76$6.67K<0.01%013F-HRTimeline
MOTCO76$6.67K<0.01%-16913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC75$6.59K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL75$6.58K<0.01%new13F-HRTimeline
Aspect Partners, LLC74$6.49K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.78$6.41K<0.01%013F-HRTimeline
Addison Advisors LLC72$6.32K<0.01%013F-HRTimeline
WR Wealth Planners, LLC72$6.32K<0.01%-4213F-HRTimeline
LANARK FINANCIAL, INC.70$6.23K0.57%-71,74913F-HRTimeline
Winch Advisory Services, LLC69$6.05K<0.01%new13F-HRTimeline
Estabrook Capital Management64$5.61K<0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…52$5K<0.01%new13F-HRTimelineGroup
First Pacific Financial54$4.74K<0.01%013F-HRTimeline
TFC Financial Management, Inc.52$4.56K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA52$4.56K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates50$4.39K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…49$4.3K<0.01%013F-HR/ATimeline
CAROLINAS WEALTH CONSULTING LLC48$4.24K<0.01%013F-HRTimeline
Byrne Asset Management LLC48$4.21K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.48$4.21K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC51$4.18K<0.01%-20013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…51$4.18K<0.01%-20013F-HRTimelineGroup
Capital A Wealth Management, LLC45$3.95K0.01%13F-HRTimeline
Roxbury Financial LLC41$3.88K<0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC44$3.86K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC48$3.65K<0.01%013F-HRTimeline
Hartford Financial Management Inc.40$3.51K<0.01%-713F-HRTimeline
SITTNER & NELSON, LLC40$3.51K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.36$3.16K<0.01%13F-HRTimeline
Clark Wealth Partners36$3.16K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC35$3.07K<0.01%13F-HRTimeline
True Wealth Design, LLC32$2.81K<0.01%+1313F-HRTimeline
Truvestments Capital LLC32$2.79K<0.01%013F-HRTimeline
NewSquare Capital LLC29$2.54K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.27$2.37K<0.01%-213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.26$2.28K<0.01%013F-HRTimeline
Creekmur Asset Management LLC26$2.28K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC23$2.02K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC19$1.67K<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC18$1.58K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc18$1.58K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALBION FINANCIAL GROUP /UT17$1.49K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.17$1.49K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC15$1.32K<0.01%+413F-HRTimeline
TD Capital Management LLC15$1.32K<0.01%new13F-HRTimeline
PFS Partners, LLC15$1.32K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14$1.23K<0.01%013F-HRTimeline
Fairman Group, LLC13$1.15K<0.01%-1313F-HRTimeline
Redwood Park Advisors LLC12$1.05K<0.01%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC22$1K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC10$878<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.7$614<0.01%13F-HRTimeline
WINNACLE WEALTH LLC7$563<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$439<0.01%013F-HRTimelineGroup
Sugar Maple Asset Management, LLC5$439<0.01%new13F-HRTimeline
Rakuten Securities, Inc.3$263<0.01%-59913F-HRTimeline
West Branch Capital LLC2$176<0.01%013F-HRTimeline
West Oak Capital, LLC130$114<0.01%013F-HR/ATimeline
Wood Tarver Financial Group, LLC10$00%13F-HRTimelineValue filed as zero, left out of ratios.
Plante Moran Financial Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Edge Capital Group, LLC188,802$19.3Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd228$55new13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.