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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
New England Capital Financial Advisors …205$14.6K0.01%013F-HRTimeline
Lavaca Capital LLC200$14.3K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$14.3K<0.01%013F-HR/ATimelineGroup
CBIZ Investment Advisory Services, LLC197$14.2K<0.01%+10613F-HR/ATimeline
SOA Wealth Advisors, LLC.195$13.9K<0.01%-30313F-HRTimeline
WOLFF WIESE MAGANA LLC194$13.8K0.01%+18413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…188$13.5K0.01%-2213F-HRTimeline
JFS WEALTH ADVISORS, LLC184$13.1K<0.01%+713F-HRTimeline
New Age Alpha Advisors, LLC184$13.1K<0.01%+8913F-HRTimeline
Collier Financial182$13K0.01%+113F-HRTimeline
CNB Bank182$13K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…182$13K0.02%13F-HRTimeline
Activest Wealth Management177$12.6K<0.01%+17713F-HRTimeline
Kozak & Associates, Inc.180$12.6K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.172$12.3K0.01%new13F-HRTimeline
WASHINGTON TRUST Co171$12.2K<0.01%013F-HRTimeline
LRI Investments, LLC158$11.3K<0.01%-28513F-HRTimeline
Bell Investment Advisors, Inc157$11.2K<0.01%+1213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.156$11.1K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.150$10.7K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.150$10.7K0.01%-5013F-HRTimeline
Dunhill Financial, LLC145$10.3K<0.01%-1213F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.143$10.2K0.01%+14013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC116$10.2K<0.01%013F-HRTimeline
CITY HOLDING CO142$10.1K<0.01%new13F-HRTimeline
Wayfinding Financial, LLC150$10K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.140$9.99K<0.01%+4013F-HRTimeline
CGC Financial Services, LLC138$9.85K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC130$9.28K<0.01%-30313F-HRTimelineGroup
Global Financial Private Client, LLC126$8.99K<0.01%-513F-HRTimeline
NewSquare Capital LLC122$8.71K<0.01%+9313F-HRTimeline
Millstone Evans Group, LLC120$8.56K0.01%013F-HRTimeline
North Capital, Inc.118$8.42K0.01%13F-HRTimeline
Aventura Private Wealth, LLC115$8.21K<0.01%+9213F-HRTimeline
Hartford Financial Management Inc.114$8.14K<0.01%+7413F-HRTimeline
DUNCKER STREETT & CO INC114$8.13K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC114$8.13K<0.01%013F-HRTimeline
Addison Advisors LLC111$7.92K<0.01%+3913F-HRTimeline
West Branch Capital LLC110$7.85K<0.01%+10813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT108$7.71K<0.01%-32213F-HRTimeline
DiNuzzo Private Wealth, Inc.101$7.21K<0.01%-413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.100$7.14K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.100$7.14K<0.01%-10613F-HRTimeline
Tanglewood Legacy Advisors, LLC100$7.14K<0.01%013F-HRTimeline
Avion Wealth90$7K<0.01%013F-HRTimeline
Fortitude Family Office, LLC97$6.92K<0.01%-1013F-HRTimeline
Iron Horse Wealth Management, LLC95$6.78K<0.01%+7713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC92$6.57K<0.01%-24413F-HRTimelineGroup
Glen Eagle Advisors, LLC91$6.47K<0.01%+113F-HRTimeline
Compass Wealth Management LLC90$6.42K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …90$6.42K<0.01%13F-HRTimelineGroup
HighMark Wealth Management LLC85$6.07K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …81$6K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.84$5.99K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp81$5.78K<0.01%-6513F-HRTimelineGroup
JNBA Financial Advisors78$5.57K<0.01%013F-HRTimeline
Towne Trust Company, N.A76$5.42K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL75$5.35K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV72$5.14K<0.01%-67413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC72$5.14K<0.01%-8013F-HRTimeline
WealthCollab, LLC69$4.92K<0.01%new13F-HRTimeline
Aspect Partners, LLC68$4.85K<0.01%-613F-HRTimeline
Estabrook Capital Management64$4.57K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC62$4.46K<0.01%-3113F-HRTimeline
Abound Wealth Management61$4.37K<0.01%-7213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners55$3.92K<0.01%-18613F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.54$3.84K<0.01%+613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA52$3.71K<0.01%013F-HRTimeline
TFC Financial Management, Inc.52$3.71K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC52$3.71K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…51$3.64K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates50$3.6K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$3.57K<0.01%-5013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…49$3.5K<0.01%013F-HRTimeline
BFSG, LLC46$3.28K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC44$3.14K<0.01%013F-HRTimeline
Synergy Investment Management, LLC44$3.14K<0.01%-28313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…54$3K<0.01%-1,60513F-HRTimelineGroup
Capital A Wealth Management, LLC42$3K<0.01%-313F-HRTimeline
Roxbury Financial LLC42$2.99K<0.01%+113F-HRTimeline
Sachetta, LLC37$2.65K<0.01%-7213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.36$2.57K<0.01%013F-HRTimeline
True Wealth Design, LLC32$2.29K<0.01%013F-HRTimeline
Truvestments Capital LLC32$2.28K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC30$2.14K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.28$2K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC28$2K<0.01%-2013F-HRTimeline
MOTCO24$1.71K<0.01%-5213F-HRTimeline
SJS Investment Consulting Inc.24$1.71K<0.01%-313F-HRTimeline
Transce3nd, LLC23$1.64K<0.01%-10813F-HRTimeline
Glass Jacobson Investment Advisors llc18$1.58K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.21K<0.01%013F-HRTimeline
Fairman Group, LLC0$1.15K<0.01%-1313F-HRTimelineAmount filed as zero, left out of ratios.
Valued Wealth Advisors LLC15$1.08K<0.01%013F-HRTimeline
TD Capital Management LLC15$1.08K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC15$1.08K<0.01%new13F-HRTimeline
PFS Partners, LLC15$1.07K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC15$1.07K<0.01%-2013F-HRTimeline
Cape Investment Advisory, Inc.15$1.07K<0.01%-213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC22$1K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.14$1K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14$999<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS13$928<0.01%-13,64613F-HRTimeline
Redwood Park Advisors LLC12$857<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC11$785<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC10$714<0.01%013F-HRTimeline
WINNACLE WEALTH LLC10$697<0.01%+313F-HRTimeline
NVWM, LLC7$500<0.01%-28613F-HRTimeline
Parkworth Wealth Management, Inc.7$500<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC7$476<0.01%-1213F-HRTimeline
GoalVest Advisory LLC6$428<0.01%new13F-HRTimeline
Olistico Wealth, LLC6$428<0.01%new13F-HRTimeline
Binnacle Investments Inc4$285<0.01%13F-HRTimeline
HFM Investment Advisors, LLC3$215<0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.0$204<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Perkins Coie Trust Co2$142<0.01%new13F-HRTimeline
West Oak Capital, LLC130$93<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1$71<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-9,73213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.