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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 2024

Institutional positions in Sempra as of Jun 30, 2024. 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
1,040
+10 vs. Q1 2024
Shares held
572.2M
+11.3M (+2.0%) vs. Q1 2024
Total value
$43.5B
+$3.12B (+7.7%) vs. Q1 2024
New holders
100
415 more added
Sold out
90
358 more reduced

14 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 1,040 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 2024: $43.5B
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 2024

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2024.

Institutions holding SRE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd165$330.00%+165New
ClariVest Asset Management LLC5$3800.00%+5New
Castleview Partners, LLC6$4560.00%00.0%Unchanged
Belpointe Asset Management LLC9$6750.00%+9New
WestEnd Advisors, LLC9$6850.00%−1−10.0%Reduced
Wolff Wiese Magana LLC10$7610.00%00.0%Unchanged
Financial Network Wealth Advisors LLC10$7610.00%+10New
Transcendent Capital Group LLC10$7610.00%+10New
Strengthening Families & Communities, LLC7$1.00K0.00%+7New
Atlas Capital Advisors LLC14$1.06K0.00%00.0%Unchanged
Webster Bank, N. A.18$1.37K0.00%−67−78.8%Reduced
Iron Horse Wealth Management, LLC18$1.37K0.00%00.0%Unchanged
True Wealth Design, LLC19$1.45K0.00%+5+35.7%Added
Voisard Asset Management Group, Inc.20$1.52K0.00%00.0%Unchanged
Advisor Resource Council24,425$1.86K0.00%+597+2.5%Added
Creekmur Asset Management LLC26$1.98K0.00%+26New
Fairman Group, LLC26$1.99K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC30$2.15K0.00%+30New
SJS Investment Consulting Inc.29$2.21K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC33$2.51K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC40$3.04K0.00%+40New
Painted Porch Advisors LLC42$3.19K0.00%+42New
Hartford Financial Management Inc.47$3.58K0.00%−9−16.1%Reduced
Criterion Capital Advisors, LLC48$3.65K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC49$3.73K0.00%−20−29.0%Reduced
Highline Wealth Partners LLC49$3.76K0.00%+5+11.4%Added
Global Wealth Strategies & Associates50$3.80K0.00%00.0%Unchanged
Halpern Financial, Inc.50$3.80K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC50$3.80K0.00%+50New
Old Second National Bank of Aurora52$3.96K0.00%00.0%Unchanged
TFC Financial Management52$3.96K0.00%−3−5.5%Reduced
Penserra Capital Management LLC51$4.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC56$4.26K0.00%00.0%Unchanged
Dunhill Financial, LLC60$4.57K0.00%+12+25.0%Added
Estabrook Capital Management64$4.87K0.00%00.0%Unchanged
Avion Wealth78$5.00K0.00%+8+11.4%Added
Planning Capital Management Corp67$5.10K0.00%00.0%Unchanged
Aspect Partners, LLC68$5.17K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A76$5.78K0.00%00.0%Unchanged
JNBA Financial Advisors78$5.93K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.78$6.07K0.00%+24+44.4%Added
Caldwell Sutter Capital, Inc.84$6.39K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC84$6.41K0.00%+48+133.3%Added
HighMark Wealth Management LLC88$6.69K0.00%+17+23.9%Added
RFP Financial Group LLC88$6.69K0.00%+88New
Compass Wealth Management LLC90$6.85K0.00%+90New
CBIZ Investment Advisory Services, LLC91$6.96K0.00%00.0%Unchanged
Global Financial Private Client, LLC96$7.30K0.00%00.0%Unchanged
Fortitude Family Office, LLC97$7.38K0.00%+25+34.7%Added
Brown, Lisle/Cummings, Inc.100$7.61K0.00%00.0%Unchanged
NBT Bank N A100$7.61K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$7.61K0.00%00.0%Unchanged
First Pacific Financial102$7.76K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.102$7.76K0.00%+5+5.2%Added
Hollencrest Capital Management108$8.21K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.118$8.48K0.00%00.0%Unchanged
WR Wealth Planners, LLC114$8.67K0.00%+10+9.6%Added
Sachetta, LLC109$8.74K0.00%+72+194.6%Added
Armstrong Advisory Group, Inc116$8.82K0.00%00.0%Unchanged
Fairway Wealth LLC128$9.74K0.01%+128New
St Germain D J Co Inc130$9.89K0.00%−3−2.3%Reduced
West Oak Capital, LLC130$9.89K0.00%00.0%Unchanged
Addison Advisors LLC130$9.89K0.00%+130New
Valley National Advisers Inc140$10.0K0.00%−5−3.4%Reduced
Eagle Bay Advisors LLC131$10.0K0.01%+37+39.4%Added
CGC Financial Services, LLC138$10.5K0.00%00.0%Unchanged
Chris Bulman Inc146$11.1K0.01%+146New
Abound Wealth Management148$11.3K0.00%+10+7.2%Added
ICA Group Wealth Management, LLC150$11.4K0.01%−1,000−87.0%Reduced
DHJJ Financial Advisors, Ltd.150$11.4K0.00%00.0%Unchanged
Raffa Wealth Management, LLC152$11.6K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.156$11.9K0.01%+156New
LRI Investments, LLC158$12.0K0.00%00.0%Unchanged
Key Financial Inc168$12.8K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC170$12.9K0.00%−46−21.3%Reduced
Private Ocean, LLC170$12.9K0.00%+4+2.4%Added
Washington Trust Co171$13.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc171$13.0K0.00%+10+6.2%Added
Pacific Capital Wealth Advisors, Inc180$13.7K0.00%+144+400.0%Added
CNB Bank182$13.8K0.01%00.0%Unchanged
Raleigh Capital Management Inc.187$14.2K0.01%+10+5.6%Added
Redwood Wealth Management Group, LLC188$14.3K0.01%+188New
SWS Partners190$14.5K0.00%+190New
TCTC Holdings, LLC196$14.9K0.00%−4−2.0%Reduced
Hanson & Doremus Investment Management202$15.0K0.00%−80−28.4%Reduced
Northwest Capital Management Inc198$15.1K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC199$15.1K0.00%−12,431−98.4%Reduced
Westside Investment Management, Inc.200$15.2K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.200$15.2K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC202$15.5K0.00%+14+7.4%Added
New England Capital Financial Advisors LLC205$15.6K0.01%00.0%Unchanged
Fairscale Capital, LLC208$15.9K0.01%+208New
JFS Wealth Advisors, LLC209$15.9K0.00%−46−18.0%Reduced
City State Bank222$16.9K0.01%00.0%Unchanged
Logan Capital Management Inc224$17.0K0.00%00.0%Unchanged
United Community Bank230$17.5K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.228$17.9K0.01%+228New
Concord Wealth Partners238$18.1K0.00%−153−39.1%Reduced
Bogart Wealth, LLC240$18.3K0.00%00.0%Unchanged
Versant Capital Management, Inc252$19.2K0.00%−26−9.4%Reduced