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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,121 managers (1,152 13F filers) reported a position in SRE shares at 2025-09-30, 605,123,408 shares in all. 116 filers opened a position and 85 filers sold out during the quarter.

Managers
1,121
13F filers
1,152
New
116
Added
417
Reduced
390
Sold out
85
Shares held by filers
605,123,408

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PINNEY & SCOFIELD, INC.226$20.3K0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…220$20K<0.01%-913F-HRTimelineGroup
City State Bank222$20K0.01%013F-HRTimeline
GoalVest Advisory LLC220$19.8K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC215$19.7K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…218$19.5K<0.01%new13F-HRTimelineGroup
Riverview Trust Co210$18.9K0.02%013F-HRTimeline
Fairscale Capital, LLC208$18.7K0.01%013F-HRTimeline
Key Financial Inc208$18.6K<0.01%013F-HRTimeline
New England Capital Financial Advisors …205$18.4K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC204$18.4K0.01%013F-HRTimeline
Lavaca Capital LLC200$18K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$18K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.198$17.8K<0.01%+15213F-HRTimeline
Quaker Wealth Management, LLC194$17.5K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…194$17.5K<0.01%-15713F-HRTimeline
Collier Financial184$16.6K0.01%13F-HRTimeline
New Age Alpha Advisors, LLC184$16.6K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…182$16.4K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC174$15.7K<0.01%-1813F-HRTimeline
Greykasell Wealth Strategies, Inc.172$15.5K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC166$15K<0.01%+3313F-HRTimeline
FIRST HORIZON CORP161$14.5K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC446$14.5K<0.01%-3,50813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.156$14K0.01%013F-HRTimeline
CITY HOLDING CO154$13.9K<0.01%new13F-HRTimeline
Hilltop National Bank153$13.8K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC152$13.7K0.01%+3713F-HRTimeline
DHJJ Financial Advisors, Ltd.150$13.5K<0.01%013F-HRTimeline
Essential Partners LLC149$13.4K<0.01%+2213F-HRTimeline
Bell Investment Advisors, Inc146$13.1K<0.01%-5313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.140$12.6K<0.01%013F-HRTimeline
Howard Hughes Medical Institute140$12.6K0.01%+413F-HRTimeline
CGC Financial Services, LLC138$12.4K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC134$12K<0.01%+4313F-HRTimeline
FNY Investment Advisers, LLC137$12K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC130$11.7K<0.01%-30013F-HRTimelineGroup
Millstone Evans Group, LLC120$10.8K0.01%013F-HRTimeline
North Capital, Inc.118$10.6K0.01%013F-HRTimeline
West Branch Capital LLC110$9.9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC108$9.72K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT108$9.72K<0.01%013F-HRTimeline
Hartford Financial Management Inc.107$9.63K<0.01%+8313F-HRTimeline
Avion Wealth101$9K<0.01%013F-HRTimeline
MTM Investment Management, LLC100$9K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC100$9K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.90$9K<0.01%-1013F-HRTimelineGroup
Fortitude Family Office, LLC99$8.91K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.94$8.46K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.102$8.42K<0.01%-113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC92$8.28K<0.01%013F-HRTimelineGroup
Sachetta, LLC89$8.01K<0.01%+2613F-HRTimeline
Kilter Group LLC82$7.38K<0.01%+913F-HRTimeline
Addison Advisors LLC81$7.29K<0.01%+2613F-HRTimeline
JNBA Financial Advisors78$7.02K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL75$6.75K<0.01%013F-HRTimeline
Roxbury Financial LLC74$6.64K0.01%+1813F-HRTimeline
Quest 10 Wealth Builders, Inc.74$6.64K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp72$6.48K<0.01%-7513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV72$6.48K<0.01%013F-HRTimeline
Abound Wealth Management70$6.31K<0.01%+113F-HRTimeline
IMG Wealth Management, Inc.70$6.3K<0.01%013F-HRTimeline
Marquette Asset Management, LLC68$6.12K<0.01%new13F-HRTimeline
Aspect Partners, LLC68$6.12K<0.01%013F-HRTimeline
OSSIAM67$6.03K<0.01%-167,05113F-HRTimeline
Estabrook Capital Management64$5.76K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.59$5.31K<0.01%013F-HRTimeline
First Pacific Financial59$5.31K<0.01%+513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners55$4.95K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.55$4.95K<0.01%013F-HRTimeline
Dunhill Financial, LLC52$4.69K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates51$4.61K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC51$4.59K<0.01%-113F-HRTimeline
Minot DeBlois Advisors LLC50$4.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…49$4.41K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…47$4.23K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC47$4.23K<0.01%-4713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC45$4.05K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…54$4K<0.01%013F-HRTimelineGroup
Cloud Capital Management, LLC51$4K<0.01%new13F-HRTimeline
Texas Capital Bancshares Inc/TX43$3.87K<0.01%new13F-HRTimeline
True Wealth Design, LLC42$3.78K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC42$3.78K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC38$3.42K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.36$3.24K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC34$3.06K<0.01%+713F-HRTimeline
Truvestments Capital LLC33$2.93K<0.01%+113F-HRTimeline
Clark Wealth Partners33$2.91K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.32$2.88K<0.01%+3213F-HRTimelineGroup
WestEnd Advisors, LLC29$2.61K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC29$2.61K<0.01%+613F-HRTimeline
Strategic Wealth Partners, Ltd.28$2.52K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC27$2.43K<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC23$2.07K<0.01%+413F-HRTimeline
Cape Investment Advisory, Inc.21$1.89K<0.01%+613F-HRTimeline
NVWM, LLC20$1.8K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC20$1.8K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.19$1.71K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.53K<0.01%013F-HRTimeline
Clearstead Trust, LLC17$1.53K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17$1.53K<0.01%new13F-HR/ATimeline
TD Capital Management LLC15$1.39K<0.01%013F-HRTimeline
Bare Financial Services, Inc15$1.35K<0.01%new13F-HRTimeline
Bullock Wealth Management Group14$1.25K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…13$1.17K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC12$1.08K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC12$1.08K<0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC22$1K<0.01%013F-HRTimelineGroup
Guerra Advisors Inc10$900<0.01%new13F-HRTimeline
Avalon Trust Co9$810<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC9$810<0.01%+113F-HRTimeline
IMA Advisory Services, Inc.7$630<0.01%013F-HRTimeline
Davis Capital Management7$630<0.01%13F-HRTimeline
Breakwater Investment Management6$540<0.01%new13F-HRTimeline
Seneschal Advisors, LLC6$540<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO5$450<0.01%new13F-HRTimeline
Hurley Capital, LLC5$450<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.4$360<0.01%new13F-HRTimeline
Binnacle Investments Inc4$360<0.01%new13F-HRTimeline
West Oak Capital, LLC130$117<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1$90<0.01%013F-HRTimeline