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Livermore
Livermore
ZHEN

Sempra

SRE
Exchange
NYSE
Industry
Gas & Other Services Combined
SEC CIK
0001032208

No open-market purchases or sales by Sempra insiders were filed in the last 90 days; 1,288 institutions reported holding it in 13F filings for Q2 2026, worth $55.9B in total; Soros Fund Management is the only superinvestor holding it.

Other share classesSREA

13F holders, Q2 2022

Institutional positions in Sempra as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
958
+23 vs. Q1 2022
Shares held
273.4M
−3.61M (−1.3%) vs. Q1 2022
Total value
$41.0B
−$5.42B (−11.7%) vs. Q1 2022
New holders
105
352 more added
Sold out
82
302 more reduced

19 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 958 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ2 2022: $41.0B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2022.

Institutions holding SRE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp3$00.00%00.0%Unchanged
Steward Financial Group LLC6$00.00%+6New
WestEnd Advisors, LLC3$4500.00%+3New
Financial Synergies Wealth Advisors, Inc.4$6020.00%+4New
Eagle Bay Advisors LLC6$9020.00%+6New
Global Wealth Management Investment Advisory, Inc.8$1.00K0.00%00.0%Unchanged
Addison Advisors LLC4$1.00K0.00%00.0%Unchanged
Worth Asset Management, LLC4$1.00K0.00%00.0%Unchanged
TCTC Holdings, LLC4$1.00K0.00%+2+100.0%Added
Lee Financial Co5$1.00K0.00%+5New
Carmichael Hill & Associates, Inc.9$1.00K0.00%+9New
GPS Wealth Strategies Group, LLC6$1.00K0.00%+6New
Capital Advisors, Ltd. LLC10$2.00K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC13$2.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC12$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC14$2.00K0.00%00.0%Unchanged
TFC Financial Management11$2.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP11$2.00K0.00%+11New
American National Bank22$3.00K0.00%00.0%Unchanged
Private Ocean, LLC24$3.00K0.00%00.0%Unchanged
Creative Financial Designs Inc19$3.00K0.00%00.0%Unchanged
Horan Securities, Inc.17$3.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P21$3.00K0.00%+21New
Washington Trust Co18$3.00K0.00%+18New
WR Wealth Planners, LLC26$3.91K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC28$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC29$4.00K0.00%00.0%Unchanged
Old Second National Bank of Aurora26$4.00K0.00%00.0%Unchanged
Manchester Capital Management LLC24$4.00K0.00%+13+118.2%Added
Estabrook Capital Management32$4.81K0.00%00.0%Unchanged
Kozak & Associates, Inc.35$5.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC32$5.00K0.00%+13+68.4%Added
Schubert & Co34$5.00K0.00%+18+112.5%Added
HighMark Wealth Management LLC38$6.00K0.00%−2−5.0%Reduced
JNBA Financial Advisors39$6.00K0.00%00.0%Unchanged
First Bank & Trust43$6.00K0.00%00.0%Unchanged
Key Financial Inc37$6.00K0.00%00.0%Unchanged
Rise Advisors, LLC37$6.00K0.01%00.0%Unchanged
Prospera Financial Services Inc47$7.00K0.00%−256−84.5%Reduced
Hazlett, Burt & Watson, Inc.49$7.00K0.01%00.0%Unchanged
Aua Capital Management, LLC45$7.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC45$7.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC45$7.00K0.00%+32+246.2%Added
Prestige Wealth Management Group LLC53$8.00K0.00%00.0%Unchanged
Country Trust Bank50$8.00K0.00%00.0%Unchanged
Money Concepts Capital Corp61$9.00K0.00%−31−33.7%Reduced
Private Capital Group, LLC62$9.00K0.01%00.0%Unchanged
GoalVest Advisory LLC60$9.00K0.01%−8−11.8%Reduced
Johnson Financial Group, Inc.58$9.00K0.00%+13+28.9%Added
Thomas J. Herzfeld Advisors, Inc.64$10.0K0.00%00.0%Unchanged
Enterprise Trust & Investment Co64$10.0K0.00%+64New
Glen Eagle Advisors, LLC67$10.1K0.00%−5−6.9%Reduced
Duncker Streett & Co Inc75$11.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC74$11.0K0.00%+2+2.8%Added
Raffa Wealth Management, LLC76$11.4K0.01%00.0%Unchanged
Wolff Wiese Magana LLC80$12.0K0.01%−8−9.1%Reduced
Versant Capital Management, Inc82$12.0K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.76$12.0K0.01%−1−1.3%Reduced
Ancora Advisors, LLC84$13.0K0.00%00.0%Unchanged
Seldon Capital LP86$13.0K0.01%00.0%Unchanged
South State Corp.86$13.0K0.00%+65+309.5%Added
Crewe Advisors LLC89$13.0K0.00%+89New
State of Wyoming84$13.0K0.01%+84New
CNB Bank91$14.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc91$14.0K0.00%+91New
Hanson & Doremus Investment Management101$15.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC105$16.0K0.00%00.0%Unchanged
United Community Bank110$16.5K0.02%+5+4.8%Added
Bartlett & Co. LLC116$17.0K0.00%−40−25.6%Reduced
Bartlett & Co. Wealth Management LLC116$17.4K0.00%−40−25.6%Reduced
Bogart Wealth, LLC120$18.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC123$18.0K0.00%+10+8.8%Added
TSFG, LLC123$18.0K0.01%+8+7.0%Added
Concord Wealth Partners121$18.0K0.00%+82+210.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC122$18.0K0.00%+112+1,120.0%Added
Earnest Partners LLC127$19.0K0.00%00.0%Unchanged
Logan Capital Management Inc125$19.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC126$19.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC128$19.0K0.00%+96+300.0%Added
First Horizon Advisors, Inc.126$19.0K0.00%+100+384.6%Added
Chiron Investment Management, LLC130$20.0K0.00%+130New
Syverson Strege & Co143$21.0K0.01%+70+95.9%Added
Sutton Wealth Advisors Inc.147$22.1K0.01%+11+8.1%Added
Evoke Wealth, LLC151$23.0K0.00%−7−4.4%Reduced
Silvant Capital Management LLC152$23.0K0.01%00.0%Unchanged
Curi Capital161$24.0K0.00%+1+0.6%Added
Fieldpoint Private Securities, LLC161$24.0K0.01%+18+12.6%Added
HC Financial Advisors Inc167$25.0K0.02%00.0%Unchanged
NuWave Investment Management, LLC166$25.0K0.03%+166New
TD Ameritrade Investment Management, LLC173$26.0K0.00%−115−39.9%Reduced
Covestor Ltd188$28.0K0.02%−6−3.1%Reduced
PrairieView Partners, LLC188$28.0K0.00%00.0%Unchanged
Essex Investment Management Co LLC195$29.0K0.00%00.0%Unchanged
Optimum Investment Advisors190$29.0K0.01%00.0%Unchanged
Monetary Management Group Inc200$30.0K0.01%00.0%Unchanged
Antonetti Capital Management LLC200$30.0K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.200$30.0K0.01%00.0%Unchanged
Wolverine Asset Management LLC200$30.0K0.00%00.0%Unchanged
Larson Financial Group LLC198$30.0K0.01%+143+260.0%Added
Arlington Partners LLC217$33.0K0.01%+217New