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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 2023

Institutional positions in Sempra as of Jun 30, 2023. 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
992
+15 vs. Q1 2023
Shares held
270.6M
−2.96M (−1.1%) vs. Q1 2023
Total value
$39.4B
−$1.95B (−4.7%) vs. Q1 2023
New holders
91
369 more added
Sold out
76
320 more reduced

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 992 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 2023: $39.4B
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 2023

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2023.

Institutions holding SRE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cross Staff Investments Inc2,800$407.7K0.37%00.0%Unchanged
Telos Capital Management, Inc.2,785$405.5K0.05%+1,343+93.1%Added
Savant Capital, LLC2,782$405.0K0.01%+85+3.2%Added
Steward Partners Investment Advisory, LLC2,781$404.8K0.01%+18+0.7%Added
Wealth Alliance2,780$404.7K0.06%−197−6.6%Reduced
Signaturefd, LLC2,775$404.0K0.01%−1,206−30.3%Reduced
Weatherly Asset Management L. P.2,747$399.9K0.05%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,736$398.3K0.02%+2,736New
Wealthspire Advisors, LLC2,724$396.6K0.01%−9−0.3%Reduced
Vance Wealth, Inc.2,691$391.8K0.18%00.0%Unchanged
Neumann Capital Management, LLC2,674$389.3K0.16%00.0%Unchanged
Etesian Wealth Advisors, Inc.2,660$387.3K0.25%−11−0.4%Reduced
HB Wealth Management, LLC2,618$381.2K0.01%+339+14.9%Added
Siemens Fonds Invest GmbH2,602$377.0K0.04%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.2,585$376.4K0.12%+2,585New
V-Square Quantitative Management LLC2,581$375.8K0.27%+198+8.3%Added
Clarius Group, LLC2,581$375.8K0.03%+297+13.0%Added
Qtron Investments LLC2,568$373.9K0.07%00.0%Unchanged
Leo H. Evart, Inc.2,565$373.4K0.52%00.0%Unchanged
AMG National Trust Bank2,550$371.3K0.01%00.0%Unchanged
InterOcean Capital Group, LLC2,550$371.3K0.01%00.0%Unchanged
Wedmont Private Capital2,500$371.0K0.04%+163+7.0%Added
Empowered Funds, LLC2,560$369.7K0.01%+725+39.5%Added
EA Series Trust2,560$369.7K0.01%+2,560New
Harbour Investments, Inc.2,517$366.4K0.02%−4−0.2%Reduced
Fulton Bank, N.A.2,513$365.9K0.02%−198−7.3%Reduced
IHT Wealth Management, LLC2,502$364.3K0.02%+276+12.4%Added
Stratos Wealth Advisors, LLC2,493$363.0K0.03%+65+2.7%Added
Carnegie Capital Asset Management, LLC2,487$362.1K0.01%+258+11.6%Added
Headlands Technologies LLC2,479$360.9K0.12%+2,479New
Cornerstone Wealth Management, LLC2,466$359.0K0.03%−114−4.4%Reduced
Prossimo Advisors, LLC2,465$359.0K0.35%+2,465New
Sigma Planning Corp2,462$358.4K0.01%−68−2.7%Reduced
AIMZ Investment Advisors, LLC2,455$357.4K0.15%00.0%Unchanged
Benedetti & Gucer, Inc.2,450$357.0K0.18%+200+8.9%Added
Fort Washington Investment Advisors Inc2,435$354.5K0.00%−51−2.1%Reduced
Capital Advisors Inc2,434$354.4K0.01%+10.0%Added
Steel Peak Wealth Management LLC2,422$352.6K0.02%+125+5.4%Added
MQS Management LLC2,420$352.3K0.24%+2,420New
Cullen/Frost Bankers, Inc.2,415$351.7K0.01%−158−6.1%Reduced
Merit Financial Group, LLC2,398$349.2K0.01%+2,398New
US Asset Management LLC2,400$349.0K0.37%00.0%Unchanged
FineMark National Bank & Trust2,383$346.9K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,372$345.3K0.00%−10,636−81.8%Reduced
Sequoia Financial Advisors, LLC2,352$342.4K0.01%−385−14.1%Reduced
Walkner Condon Financial Advisors LLC2,332$339.5K0.09%+2,332New
Associated Banc-Corp2,300$334.9K0.01%00.0%Unchanged
UniSuper Management Pty Ltd2,300$334.9K0.00%+2,300New
Integrated Advisors Network LLC2,298$334.6K0.02%−82−3.4%Reduced
Chesapeake Wealth Management2,296$334.3K0.13%+193+9.2%Added
Mraz, Amerine & Associates, Inc.2,296$334.3K0.08%00.0%Unchanged
Graypoint LLC2,277$331.6K0.03%+150+7.1%Added
Los Angeles Capital Management LLC2,268$330.2K0.00%00.0%Unchanged
Wealthsource Partners, LLC2,264$329.6K0.02%+120+5.6%Added
Marble Harbor Investment Counsel, LLC2,250$327.6K0.04%00.0%Unchanged
Daymark Wealth Partners, LLC2,238$325.8K0.02%00.0%Unchanged
Tiaa, FSB2,216$322.6K0.00%−138−5.9%Reduced
Cedrus LLC2,211$322.0K0.23%−7−0.3%Reduced
Brown Advisory Inc2,181$317.5K0.00%−247−10.2%Reduced
Rothschild Investment Corp2,180$317.0K0.03%+124+6.0%Added
Global Retirement Partners, LLC2,158$314.1K0.02%−7−0.3%Reduced
Intercontinental Wealth Advisors, LLC2,146$312.4K0.07%+88+4.3%Added
Pointe Capital Management LLC2,132$310.4K0.23%+30+1.4%Added
Tucker Asset Management LLC2,130$310.1K0.09%+9+0.4%Added
Rosenberg Matthew Hamilton2,126$309.5K0.10%+10.0%Added
Boston Private Wealth LLC2,116$308.1K0.01%−797−27.4%Reduced
Financial Management Professionals, Inc.2,112$307.0K0.05%+208+10.9%Added
Summit X, LLC2,108$306.9K0.07%+95+4.7%Added
Sunbelt Securities, Inc.2,107$306.8K0.04%+51+2.5%Added
NWF Advisory Services Inc.2,105$306.5K0.07%00.0%Unchanged
ASB Consultores, LLC2,097$305.3K0.15%+156+8.0%Added
Sciencast Management LP2,100$304.2K0.25%+2,100New
Great Valley Advisor Group, Inc.2,076$302.4K0.01%+341+19.7%Added
Hartford Funds Management Co LLC2,075$302.2K0.03%+263+14.5%Added
Sentry Investment Management LLC2,074$302.0K0.11%00.0%Unchanged
Von Berge Wealth Management Group, LLC2,056$299.4K0.25%00.0%Unchanged
Conning Inc.2,040$297.0K0.01%−230−10.1%Reduced
Transcend Wealth Collective, LLC2,026$295.0K0.03%+78+4.0%Added
Penserra Capital Management LLC2,041$294.0K0.01%+2,023+11,238.9%Added
Applied Finance Capital Management, LLC2,013$293.1K0.03%+319+18.8%Added
Signature Wealth Management Partners, LLC2,010$292.6K0.27%00.0%Unchanged
626 Financial, LLC1,984$288.8K0.18%+14+0.7%Added
Sompo Asset Management Co., Ltd.1,970$286.8K0.05%+30+1.5%Added
We Are One Seven, LLC1,969$286.7K0.03%−282−12.5%Reduced
Kingsview Wealth Management, LLC1,968$286.5K0.01%−2,575−56.7%Reduced
Omega Financial Group, LLC1,965$286.1K0.13%00.0%Unchanged
Cornerstone Planning Group LLC1,964$285.9K0.11%+1,964New
DB Wealth Management Group, LLC1,957$284.9K0.17%00.0%Unchanged
Smith Chas P & Associates Pa Cpas1,950$284.0K0.02%−53−2.6%Reduced
Shelton Capital Management1,939$282.3K0.01%−42−2.1%Reduced
Davidson Trust Co1,925$280.3K0.20%00.0%Unchanged
Avantax Planning Partners, Inc.1,921$279.7K0.01%+35+1.9%Added
Octavia Wealth Advisors, LLC1,920$279.5K0.06%00.0%Unchanged
Check Capital Management Inc1,899$276.5K0.02%00.0%Unchanged
LJI Wealth Management, LLC1,899$276.5K0.08%00.0%Unchanged
WFA of San Diego, LLC1,878$273.4K0.27%−7,818−80.6%Reduced
Oak Asset Management, LLC1,875$273.0K0.11%−360−16.1%Reduced
LifeSteps Financial, Inc.1,866$271.7K0.27%−5−0.3%Reduced
Joel Isaacson & Co., LLC1,842$268.2K0.02%+3+0.2%Added
Plancorp, LLC1,834$267.0K0.01%+7+0.4%Added