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Disclosery

SRE SEMPRA

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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.

HolderSharesValue% of portfolioChangeSource
Barnes Dennig Private Wealth Management…182$13.8K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.172$13K0.01%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC172$13K0.02%-60213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.156$11.8K0.01%013F-HRTimeline
Hilltop National Bank153$11.6K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.150$11.4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp147$11.1K<0.01%+6613F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.140$10.6K<0.01%013F-HRTimeline
CGC Financial Services, LLC138$10.5K<0.01%013F-HRTimeline
Howard Hughes Medical Institute136$10.3K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC133$10.1K<0.01%+7113F-HRTimeline
Essential Partners LLC127$9.62K<0.01%13F-HRTimeline
Millstone Evans Group, LLC120$9.09K0.01%013F-HRTimeline
North Capital, Inc.118$8.94K0.01%013F-HRTimeline
Aventura Private Wealth, LLC115$8.71K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC114$8.64K<0.01%013F-HRTimeline
West Branch Capital LLC110$8.34K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT108$8.18K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.103$7.8K<0.01%+213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.100$7.58K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.100$7.58K<0.01%013F-HRTimeline
MTM Investment Management, LLC100$7.58K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC100$7.58K<0.01%013F-HRTimeline
Fortitude Family Office, LLC99$7.5K<0.01%+213F-HRTimeline
Iron Horse Wealth Management, LLC95$7.2K<0.01%013F-HRTimeline
HighMark Wealth Management LLC94$7.12K<0.01%+913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.94$7.12K<0.01%+8013F-HRTimeline
Avion Wealth101$7K<0.01%+1113F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC92$6.97K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC91$6.91K<0.01%013F-HRTimeline
JNBA Financial Advisors78$5.91K<0.01%013F-HRTimeline
Towne Trust Company, N.A76$5.76K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL75$5.68K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.74$5.59K0.01%+2013F-HRTimeline
Kilter Group LLC73$5.53K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV72$5.46K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.70$5.3K<0.01%new13F-HRTimeline
Abound Wealth Management69$5.25K<0.01%+813F-HRTimeline
Aspect Partners, LLC68$5.15K<0.01%013F-HRTimeline
Estabrook Capital Management64$4.85K<0.01%013F-HRTimeline
Sachetta, LLC63$4.77K<0.01%+2613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.59$4.47K<0.01%-2513F-HRTimeline
Roxbury Financial LLC56$4.23K<0.01%+1413F-HRTimeline
TFC Financial Management, Inc.55$4.17K<0.01%+313F-HRTimeline
Addison Advisors LLC55$4.17K<0.01%-5613F-HRTimeline
WealthTrak Capital Management LLC55$4.17K<0.01%+4013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners55$4.17K<0.01%013F-HRTimelineGroup
First Pacific Financial54$4.09K<0.01%-15313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…54$4K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC52$3.95K<0.01%-9313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA52$3.94K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC52$3.94K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates51$3.85K<0.01%+113F-HRTimeline
Minot DeBlois Advisors LLC50$3.79K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…49$3.71K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC47$3.56K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…47$3.56K<0.01%-413F-HRTimelineGroup
Physician Wealth Advisors, Inc.46$3.49K<0.01%+1813F-HRTimeline
Lowe Wealth Advisors, LLC44$3.33K<0.01%013F-HRTimeline
True Wealth Design, LLC42$3.18K<0.01%+1013F-HRTimeline
Trifecta Capital Advisors, LLC42$3.18K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.36$2.73K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC34$2.58K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…33$2.5K<0.01%new13F-HRTimelineGroup
Clark Wealth Partners33$2.5K<0.01%new13F-HRTimeline
Truvestments Capital LLC32$2.45K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC30$2.29K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.28$2.12K<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC27$2.06K<0.01%+1213F-HRTimeline
MOTCO24$1.96K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC25$1.89K<0.01%+1813F-HRTimeline
Hartford Financial Management Inc.24$1.82K<0.01%-9013F-HRTimeline
Tortoise Investment Management, LLC23$1.74K<0.01%new13F-HRTimeline
Stephens Consulting, LLC23$1.74K<0.01%new13F-HRTimeline
Transce3nd, LLC23$1.74K<0.01%013F-HRTimeline
NVWM, LLC20$1.51K<0.01%+1313F-HRTimeline
SJS Investment Consulting Inc.19$1.44K<0.01%-513F-HRTimeline
Rialto Wealth Management, LLC19$1.44K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.29K<0.01%013F-HRTimeline
Clearstead Trust, LLC17$1.29K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.16$1.22K<0.01%new13F-HRTimeline
TD Capital Management LLC15$1.16K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.15$1.14K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.14$1.06K<0.01%+713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14$1.06K<0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC22$1K<0.01%013F-HRTimelineGroup
Redwood Park Advisors LLC12$910<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC11$833<0.01%new13F-HRTimeline
LGT Financial Advisors LLC10$758<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC8$606<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC8$606<0.01%+513F-HRTimeline
IMA Advisory Services, Inc.7$535<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5$379<0.01%new13F-HRTimelineGroup
Solstein Capital, LLC4$303<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3$227<0.01%-14013F-HR/ATimelineGroup
West Oak Capital, LLC130$99<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.0$88<0.01%-1,31013F-HRTimelineGroupAmount filed as zero, left out of ratios.
GPS Wealth Strategies Group, LLC1$76<0.01%013F-HRTimeline
Kozak & Associates, Inc.1$49<0.01%-17913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.