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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

Filings received so far for Q3 2026: 47 13F filers report a position in SRE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Oak Grove Capital LLC102,004$7.95M0.47%+2,29413F-HRTimeline
Werlinich Asset Management, LLC45,800$3.57M1.38%-2,00013F-HRTimeline
Farther Finance Advisors, LLC34,412$2.68M0.02%+16,78013F-HRTimeline
GAMMA Investing LLC20,544$1.6M0.05%-39613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…19,350$1.51M0.12%+2,10313F-HRTimelineGroup
Sound Income Strategies, LLC14,469$1.16M0.05%013F-HRTimeline
Cooper Financial Group13,786$1.07M0.09%+3,74413F-HRTimeline
DLK Investment Management, LLC13,030$1.02M0.37%-3,00013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,034$704K0.01%-31613F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9,023$703K0.42%-6613F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,668$676K0.07%-3,97713F-HRTimeline
Grove Bank & Trust8,375$653K0.06%+15913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,941$619K0.12%+16113F-HRTimeline
Byrne Asset Management LLC6,587$514K0.29%+40213F-HRTimeline
Rosenberg Matthew Hamilton5,587$436K0.08%+28013F-HRTimeline
Apella Capital, LLC5,197$414K0.01%+1,92513F-HRTimeline
Wedmont Private Capital4,759$381K0.01%+9113F-HRTimeline
CX Institutional3,647$284K0.01%-55713F-HRTimeline
Valeo Financial Advisors, LLC3,629$283K0.01%+56213F-HRTimeline
DAVIDSON TRUST CO3,391$264K0.1%+34013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,375$263K0.03%new13F-HRTimeline
ROCKLAND TRUST CO3,311$258K0.01%-21213F-HRTimeline
ATWOOD & PALMER INC3,300$257K0.01%013F-HRTimeline
Venture Visionary Partners LLC2,891$225K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,802$218K0.01%-7413F-HRTimeline
Avidian Wealth Enterprises, LLC2,781$217K0.01%+22313F-HRTimeline
Acropolis Investment Management, LLC1,904$148K0.01%-1513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,650$129K0.01%013F-HRTimelineGroup
Pacifica Partners Inc.1,598$125K0.04%013F-HRTimeline
General Partner, Inc.1,450$113K0.06%013F-HRTimeline
Versant Capital Management, Inc1,294$101K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,270$99K<0.01%+80913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,084$84.5K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP776$60.5K0.01%+12013F-HRTimeline
Horrell Capital Management, Inc.600$46.8K0.02%013F-HRTimeline
Bank of New Hampshire400$31.2K0.01%013F-HRTimeline
Bangor Savings Bank298$23.2K<0.01%013F-HRTimeline
GoalVest Advisory LLC220$17.2K<0.01%013F-HRTimeline
Coastline Trust Co200$15.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Planning Strategies Inc.87$6.78K<0.01%013F-HRTimeline
Marquette Asset Management, LLC79$6.16K<0.01%-813F-HRTimeline
Roxbury Financial LLC74$5.75K<0.01%013F-HRTimeline
Trust Co67$5.22K<0.01%-6613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC43$3.35K<0.01%-4913F-HRTimeline
Davis Capital Management21$1.64K<0.01%-7713F-HRTimeline
Retirement Wealth Solutions LLC8$624<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2$156<0.01%new13F-HRTimeline