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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
Private Wealth Management Group, LLC981$95.3K0.03%013F-HRTimeline
Front Row Advisors LLC973$95.2K0.03%013F-HRTimeline
Catalyst Capital Advisors LLC951$92.4K<0.01%-6013F-HRTimeline
Prestige Wealth Management Group LLC926$90.6K0.02%-10613F-HRTimeline
1015 Capital Partners, LLC917$89.1K0.09%+413F-HRTimeline
Cassaday & Co Wealth Management LLC912$88.6K<0.01%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P895$87K<0.01%+313F-HRTimelineGroup
Corsicana & Co.1,218$86.9K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…874$85.1K0.01%-413F-HRTimeline
Park Place Capital Corp856$83.2K0.02%013F-HRTimeline
Asset Dedication, LLC818$79.5K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…800$79.1K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC811$78.8K0.03%13F-HRTimeline
Leonteq Securities AG810$78.7K<0.01%-4,18813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.809$78.6K0.01%+1213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…797$77K<0.01%+8513F-HRTimelineGroup
Archer Investment Corp784$76.2K0.02%+513F-HRTimeline
Banque de Luxembourg S.A.778$75.6K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.774$75.2K0.01%+5713F-HRTimeline
Union Bancaire Privee, UBP SA761$73.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC746$72.5K<0.01%+12413F-HRTimeline
Coastline Trust Co740$71.9K0.01%-15,34013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC709$68.9K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …705$68.5K0.1%-2813F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…680$66.1K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co687$66K<0.01%-2513F-HRTimeline
BARRETT & COMPANY, INC.668$64.9K0.02%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.658$63.9K<0.01%-26213F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC656$63.8K0.02%+413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP654$63.5K0.01%+9513F-HRTimeline
ADIRONDACK TRUST CO647$62.9K0.02%-2313F-HRTimeline
SBI Securities Co., Ltd.639$62.1K<0.01%+913F-HRTimeline
Coston, McIsaac & Partners617$60K0.01%+213F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST600$58.3K0.02%13F-HRTimeline
Horrell Capital Management, Inc.600$58.3K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…553$53.7K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.540$52.5K0.03%-1,89513F-HRTimeline
First Command Advisory Services, Inc.536$52.1K<0.01%+6213F-HRTimeline
BAYBAN533$51.8K0.05%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC530$51.5K0.01%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd527$51.2K<0.01%-72413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
GHP Investment Advisors, Inc.494$48K<0.01%-1,18413F-HRTimeline
Dogwood Wealth Management LLC486$47.2K0.02%+2513F-HRTimeline
COUNTRY TRUST BANK484$47K<0.01%+8213F-HRTimeline
Financial Connections Group, Inc.474$46K0.02%+1613F-HRTimeline
Capital Advisors, Ltd. LLC472$46K0.01%+5213F-HRTimeline
JPL Wealth Management, LLC472$45.9K0.01%new13F-HR/ATimeline
Vision Retirement, LLC461$44.8K0.01%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…455$44.2K<0.01%+1013F-HRTimelineGroup
Bruce G. Allen Investments, LLC438$42.6K0.03%-2813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management437$42.5K<0.01%+15513F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…431$42.1K<0.01%+26613F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department428$41.6K0.01%-17213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC422$41K0.01%+25513F-HRTimeline
Elequin Capital, LP415$40.3K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC397$39K<0.01%+513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC400$38.9K<0.01%013F-HRTimelineGroup
Bank of New Hampshire400$38.9K0.01%013F-HRTimeline
Pingora Partners LLC400$38.9K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…388$37.9K0.01%+3313F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC390$37.9K0.01%013F-HRTimeline
MilWealth Group LLC388$37.7K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC387$37.6K0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC383$37.2K0.06%new13F-HRTimeline
Covestor Ltd379$37K0.03%-1513F-HRTimeline
Destiny Wealth Partners, LLC380$36.9K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC400$35.3K0.03%013F-HRTimeline
Bogart Wealth, LLC361$35.1K<0.01%+2813F-HRTimeline
Key Financial Inc361$35.1K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV361$35K0.01%013F-HR/ATimeline
LRI Investments, LLC352$34.2K<0.01%+18113F-HRTimeline
Pacific Center for Financial Services334$32.5K0.01%-18613F-HRTimeline
Salomon & Ludwin, LLC318$31.5K<0.01%-8813F-HRTimeline
Princeton Global Asset Management LLC316$30.7K0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…304$30K<0.01%-4313F-HRTimelineGroup
Silvant Capital Management LLC304$29.5K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC301$29.3K0.02%+113F-HRTimeline
United Community Bankin group United Community Bank300$29.2K0.01%-48913F-HRTimelineGroup
Crews Bank & Trust300$29.2K<0.01%013F-HRTimeline
Bangor Savings Bank298$29K<0.01%-3413F-HRTimeline
City State Bank294$28.6K0.01%+7213F-HRTimeline
Private Wealth Asset Management, LLC288$28K<0.01%-613F-HRTimeline
Uniplan Investment Counsel, Inc.285$27.8K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC274$26.6K0.01%-11313F-HRTimeline
Prudent Man Investment Management, Inc.300$26.5K0.01%013F-HRTimeline
Kemnay Advisory Services Inc.263$25.6K<0.01%+313F-HRTimeline
Bell Investment Advisors, Inc262$25.5K<0.01%+11613F-HRTimeline
Westside Investment Management, Inc.254$25.2K<0.01%-14813F-HRTimeline
BLUELINE ADVISORS LLC250$24.3K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC244$23.8K<0.01%+713F-HRTimeline
Wilkerson Advisory Group LLC243$23.6K0.01%+14213F-HRTimeline
Ball & Co Wealth Management Inc.244$23K0.02%+213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC229$22.4K<0.01%013F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …230$22.3K0.01%new13F-HRTimeline
Activest Wealth Management228$22.2K<0.01%+6413F-HRTimeline
PINNEY & SCOFIELD, INC.226$22K0.01%013F-HRTimeline
High Note Wealth, LLC221$21.5K<0.01%-3413F-HRTimeline
GoalVest Advisory LLC220$21.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc220$21.4K0.01%-6713F-HRTimeline
Greykasell Wealth Strategies, Inc.214$20.8K0.01%+4213F-HRTimeline
Quest 10 Wealth Builders, Inc.212$20.6K0.02%+13813F-HRTimeline
Riverview Trust Co210$20.4K0.03%013F-HRTimeline
Fairscale Capital, LLC208$20.3K0.01%013F-HRTimeline
New England Capital Financial Advisors …205$19.9K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC204$19.8K0.01%013F-HRTimeline
Lavaca Capital LLC200$19.4K<0.01%013F-HRTimeline
Board of the Pension Protection Fund200$19.4K0.02%-20013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$19.4K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC198$19.2K0.01%new13F-HRTimeline
Quaker Wealth Management, LLC196$19K0.01%+113F-HRTimeline
SHP Wealth Management190$18.5K<0.01%+7813F-HRTimeline
Collier Financial184$17.9K0.01%013F-HRTimeline
Fortitude Family Office, LLC183$17.8K<0.01%+9813F-HRTimeline
Barnes Dennig Private Wealth Management…182$17.7K0.02%013F-HRTimeline
True Wealth Design, LLC174$16.9K<0.01%+13713F-HRTimeline
PlanVest Financial, Inc169$16.4K0.01%13F-HRTimeline
Lloyd Advisory Services, LLC.167$16.2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.167$16.2K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.162$15.7K<0.01%+2213F-HRTimeline
Essential Partners LLC158$15.4K0.01%+913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.156$15.2K0.01%013F-HRTimeline
CITY HOLDING CO154$15K<0.01%013F-HRTimeline
RHL GROUP, LLC154$15K0.01%new13F-HRTimeline
Hilltop National Bank153$14.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.150$14.6K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT148$14.4K<0.01%+4013F-HRTimeline
True Link Financial Advisors, LLC145$14.1K<0.01%new13F-HR/ATimeline
IFS Advisors, LLC140$13.6K0.01%new13F-HRTimeline
Osbon Capital Management LLC139$13.5K0.01%+113F-HRTimeline
CGC Financial Services, LLC138$13.4K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC136$13.3K<0.01%-7813F-HRTimeline
Glen Eagle Advisors, LLC135$13.1K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.131$12.7K<0.01%013F-HRTimeline
Westfuller Advisors, LLC130$12.7K0.01%+6213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC130$12.6K<0.01%013F-HRTimelineGroup
Joseph Group Capital Management130$12.6K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.128$12.4K<0.01%-58713F-HRTimeline
Millstone Evans Group, LLC120$11.7K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.114$11.1K<0.01%+2613F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC114$11.1K<0.01%+2213F-HRTimeline
Avion Wealth114$11K<0.01%+2013F-HRTimeline
Marquette Asset Management, LLC111$10.8K<0.01%new13F-HRTimeline
Abound Wealth Management109$10.6K<0.01%+3913F-HRTimeline
Addison Advisors LLC109$10.6K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC107$10.4K0.01%-86313F-HRTimeline
Strengthening Families & Communities, L…107$10.4K<0.01%new13F-HRTimeline
JNBA Financial Advisors102$9.91K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.102$9.91K<0.01%013F-HRTimeline
Clayton Financial Group LLC101$9.81K0.01%013F-HRTimeline
MTM Investment Management, LLC100$9.72K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC100$9.72K<0.01%013F-HRTimeline
Kilter Group LLC100$9.72K<0.01%+313F-HRTimeline
Hartford Financial Management Inc.99$9.62K<0.01%-313F-HRTimeline
Cornerstone Financial Management LLC99$9.62K0.01%+413F-HR/ATimeline
MCGUIRE CAPITAL ADVISORS INC99$9.62K0.01%+1313F-HRTimeline
Sachetta, LLC96$9.32K0.01%+713F-HRTimeline
DUNCKER STREETT & CO INC93$9.04K<0.01%-1513F-HRTimeline
IMG Wealth Management, Inc.93$9.04K0.01%-3513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…93$9.04K<0.01%-813F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC89$8.65K<0.01%013F-HRTimeline
Aspect Partners, LLC81$7.87K<0.01%+413F-HRTimeline
Synergy Investment Management, LLC80$7.78K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp80$7.77K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC80$7.77K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC80$7.77K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC79$7.68K<0.01%+2613F-HRTimeline
SJS Investment Consulting Inc.78$7.58K<0.01%+3613F-HRTimeline
Roxbury Financial LLC74$7.17K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV72$7K<0.01%013F-HRTimeline
Scarborough Advisors, LLC72$7K<0.01%new13F-HRTimeline
Orion Capital Management LLC72$7K<0.01%013F-HRTimeline
Estabrook Capital Management64$6.22K<0.01%013F-HRTimeline
Dunhill Financial, LLC60$5.89K<0.01%013F-HRTimeline
First Pacific Financial60$5.81K<0.01%+613F-HRTimeline
Bare Financial Services, Inc59$5.73K<0.01%+2913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.59$5.73K<0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT57$5.51K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC56$5.44K<0.01%-1,20213F-HRTimeline
TFC Financial Management, Inc.55$5.34K<0.01%013F-HRTimeline
Signature Equity Partners, LLC52$5.06K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates52$5.05K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…51$5.03K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…54$5K<0.01%013F-HRTimelineGroup
Towne Trust Company, N.A50$4.86K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp47$4.57K<0.01%-4013F-HRTimelineGroup
Vermillion Wealth Management, Inc.45$4.37K<0.01%new13F-HRTimeline
Clark Wealth Partners41$4.01K<0.01%+813F-HRTimeline
VALLEY NATIONAL ADVISERS INC48$4K<0.01%+2913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC40$3.89K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP38$3.69K<0.01%+1013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.37$3.6K<0.01%+2313F-HRTimeline
Principia Wealth Advisory, LLC37$3.6K<0.01%+713F-HRTimeline
United Financial Planning Group LLC36$3.5K<0.01%-2113F-HRTimeline
FINANCIAL CONSULATE, INC35$3.4K<0.01%+2313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.34$3.3K<0.01%new13F-HRTimeline
Truvestments Capital LLC33$3.21K<0.01%-313F-HRTimeline
Fairman Group, LLC32$3.13K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC32$3.11K<0.01%+713F-HRTimeline
Strategic Wealth Partners, Ltd.30$2.95K<0.01%+213F-HRTimeline
Signature Resources Capital Management,…30$2.92K<0.01%new13F-HRTimeline