Skip to content

SRE SEMPRA

Follow

Stock (common), issuer CIK 1032208

1,245 managers (1,288 13F filers) reported a position in SRE shares at 2026-06-30, 602,448,927 shares in all. 106 filers opened a position and 98 filers sold out during the quarter.

Managers
1,245
13F filers
1,288
New
106
Added
513
Reduced
435
Sold out
98
Shares held by filers
602,448,927

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
FINANCIAL CONSULATE, INC29$2.69K<0.01%-613F-HRTimeline
WestEnd Advisors, LLC29$2.69K<0.01%+113F-HRTimeline
Mechanics Financial Corp29$2.69K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.28$2.6K<0.01%-213F-HRTimeline
Ankerstar Wealth, LLC26$2.43K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.26$2.41K<0.01%013F-HRTimeline
Burk Holdings LLC26$2.41K<0.01%013F-HRTimeline
NVWM, LLC25$2.32K<0.01%+513F-HRTimeline
Sunrise Financial Services, LLC25$2.32K<0.01%+313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC23$2.13K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC21$1.95K<0.01%013F-HRTimeline
Nemes Rush Group LLC21$1.95K<0.01%-2,00013F-HRTimeline
Lloyd Advisory Services, LLC.20$1.87K<0.01%-14713F-HRTimeline
HFM Investment Advisors, LLC20$1.85K<0.01%+913F-HRTimeline
Abound Wealth Management20$1.84K<0.01%-8913F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.58K<0.01%013F-HRTimeline
TD Capital Management LLC16$1.46K<0.01%013F-HRTimeline
Phillip James Consulting Co.15$1.39K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC14$1.3K<0.01%-3413F-HRTimeline
MOTCO14$1.3K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC11$1.02K<0.01%13F-HRTimeline
Operose Advisors LLC10$927<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC9$835<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC8$742<0.01%new13F-HRTimeline
Seneschal Advisors, LLC8$742<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.8$742<0.01%+313F-HRTimeline
Downshift Financial, LLC8$742<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.6$560<0.01%-113F-HRTimeline
Breakwater Investment Management6$557<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC6$556<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO5$467<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC5$464<0.01%new13F-HRTimeline
Stone House Investment Management, LLC5$464<0.01%013F-HRTimeline
Redwood Park Advisors LLC5$464<0.01%013F-HRTimeline
DecisionPoint Financial, LLC5$457<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.5$417<0.01%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4$354<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$186<0.01%13F-HRTimeline
3 FACTOR INDEXING, LLC2$186<0.01%013F-HRTimeline
Triumph Capital Management2$185<0.01%-713F-HRTimeline
Sankala Group LLC2$174<0.01%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC2$140<0.01%new13F-HRTimeline
Highland Investment Advisors LLC1$93<0.01%13F-HRTimeline
Navigoe, LLC8$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Evolution Advisers, Inc.1$00%new13F-HRTimelineValue filed as zero, left out of ratios.