Skip to main content

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, Q4 2024

Institutional positions in Sempra as of Dec 31, 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
1,205
+117 vs. Q3 2024
Shares held
585.9M
+14.0M (+2.4%) vs. Q3 2024
Total value
$51.4B
+$3.57B (+7.5%) vs. Q3 2024
New holders
201
444 more added
Sold out
84
374 more reduced

17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,205 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 heldQ4 2024: $51.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q3 2024.

Institutions holding SRE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jefferies Financial Group Inc.184$16.1K0.00%−15−7.5%Reduced
Lavaca Capital LLC200$17.5K0.01%+200New
Hopwood Financial Services, Inc.200$17.5K0.01%+200New
Evelyn Partners Investment Management LLP200$17.5K0.00%+200New
Sugarloaf Wealth Management, LLC203$17.8K0.00%+1+0.5%Added
New England Capital Financial Advisors LLC205$18.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.206$18.0K0.00%+6+3.0%Added
Key Financial Inc208$18.2K0.00%+40+23.8%Added
Fairscale Capital, LLC208$18.4K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC210$18.5K0.01%+22+11.7%Added
Avalon Trust Co216$18.9K0.00%+216New
Edge Capital Group, LLC188,802$19.3K0.00%+188,802New
City State Bank222$19.5K0.01%00.0%Unchanged
Logan Capital Management Inc224$19.6K0.00%00.0%Unchanged
Riverview Trust Co224$19.6K0.02%00.0%Unchanged
Pinney & Scofield, Inc.226$19.8K0.02%+226New
Pinnacle Bancorp, Inc.227$19.9K0.01%00.0%Unchanged
Ball & Co Wealth Management Inc.234$20.0K0.02%+234New
R Squared Ltd230$20.2K0.02%+230New
Raleigh Capital Management Inc.232$20.4K0.01%+31+15.4%Added
Evermay Wealth Management LLC229$20.4K0.00%−229−50.0%Reduced
Bogart Wealth, LLC240$21.1K0.00%00.0%Unchanged
Concord Wealth Partners241$21.2K0.00%+1+0.4%Added
Westside Investment Management, Inc.248$21.8K0.00%+148+148.0%Added
United Community Bank255$22.4K0.01%00.0%Unchanged
High Note Wealth, LLC256$22.5K0.01%+256New
Atala Financial Inc261$22.9K0.02%+261New
Oarsman Capital, Inc.271$23.8K0.00%+148+120.3%Added
Pingora Partners LLC290$25.4K0.02%00.0%Unchanged
Values First Advisors, Inc.290$25.5K0.01%−676−70.0%Reduced
NVWM, LLC293$25.7K0.01%−15−4.9%Reduced
Harbor Investment Advisory, LLC296$26.0K0.00%−179−37.7%Reduced
Crews Bank & Trust300$26.3K0.00%+300New
Prudent Man Investment Management, Inc.300$26.3K0.01%+300New
Silvant Capital Management LLC304$26.7K0.00%00.0%Unchanged
CoreCap Advisors, LLC308$27.0K0.00%−80−20.6%Reduced
Frazier Financial Advisors, LLC322$28.2K0.02%00.0%Unchanged
Meeder Asset Management Inc325$28.5K0.00%+325New
Synergy Investment Management, LLC327$28.7K0.01%+327New
Clear Investment Research, LLC328$28.9K0.04%00.0%Unchanged
Eastern Bank334$29.3K0.00%00.0%Unchanged
Painted Porch Advisors LLC335$29.4K0.01%+293+697.6%Added
TCTC Holdings, LLC336$29.5K0.00%+244+265.2%Added
GW&K Investment Management, LLC338$30.0K0.00%00.0%Unchanged
Rise Advisors, LLC344$30.2K0.01%+2+0.6%Added
Dogwood Wealth Management LLC345$30.2K0.02%+3+0.9%Added
Mattson Financial Services, LLC364$30.4K0.01%+364New
Human Investing LLC351$30.8K0.01%+351New
Laurel Wealth Advisors LLC355$31.1K0.00%00.0%Unchanged
PrairieView Partners, LLC376$32.0K0.00%00.0%Unchanged
Optimum Investment Advisors380$33.3K0.01%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC388$34.0K0.01%00.0%Unchanged
Essex Investment Management Co LLC390$34.2K0.01%00.0%Unchanged
Gen-Wealth Partners Inc398$34.9K0.02%−697−63.7%Reduced
Bangor Savings Bank398$34.9K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.399$35.0K0.02%+399New
First Command Advisory Services, Inc.400$35.1K0.00%−1,126−73.8%Reduced
Broadwater Capital Management LLC400$35.1K0.03%−400−50.0%Reduced
Monetary Management Group Inc400$35.1K0.01%00.0%Unchanged
Wolverine Asset Management LLC400$35.1K0.00%00.0%Unchanged
Country Trust Bank402$35.3K0.00%00.0%Unchanged
Hollencrest Capital Management430$37.7K0.00%+52+13.8%Added
St Germain D J Co Inc433$38.0K0.00%+300+225.6%Added
LRI Investments, LLC443$38.9K0.00%00.0%Unchanged
Financial Connections Group, Inc.458$40.0K0.02%00.0%Unchanged
Covestor Ltd461$40.0K0.03%+50+12.2%Added
Empirical Asset Management, LLC11,435$40.6K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC463$40.6K0.00%+24+5.5%Added
Park Square Financial Group, LLC465$40.8K0.03%+465New
Bank of New Hampshire480$42.1K0.01%00.0%Unchanged
Ofi Invest Asset Management510$43.2K0.00%+510New
VSM Wealth Advisory, LLC498$43.7K0.02%+498New
SOA Wealth Advisors, LLC.498$43.7K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC500$43.9K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.506$44.5K0.02%+3+0.6%Added
Caitong International Asset Management Co., Ltd515$45.2K0.04%+515New
Capital Advisors, Ltd. LLC521$46.0K0.01%+1+0.2%Added
Kestra Investment Management, LLC529$46.4K0.00%−2,423−82.1%Reduced
Farmers & Merchants Investments Inc556$48.8K0.00%+100+21.9%Added
Medallion Wealth Advisors, LLC577$50.5K0.03%+577New
BankPlus Trust Department600$52.6K0.02%+600New
Horrell Capital Management, Inc.600$53.0K0.02%00.0%Unchanged
Hemington Wealth Management612$53.0K0.01%+71+13.1%Added
Asset Dedication, LLC606$53.2K0.00%−5,268−89.7%Reduced
Coston, McIsaac & Partners636$55.0K0.02%+2+0.3%Added
Manchester Capital Management LLC641$56.2K0.01%00.0%Unchanged
Cary Street Partners Financial LLC641$56.2K0.00%+641New
Trust Co of Vermont652$57.2K0.00%00.0%Unchanged
Toth Financial Advisory Corp666$58.4K0.01%−17−2.5%Reduced
AdvisorNet Financial, Inc678$59.5K0.00%−89−11.6%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA680$59.6K0.02%00.0%Unchanged
Spire Wealth Management709$62.2K0.00%+215+43.5%Added
Creative Financial Designs Inc746$65.5K0.01%+31+4.3%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP812$66.7K0.00%−30−3.6%Reduced
Webster Bank, N. A.771$67.6K0.01%+753+4,183.3%Added
Bruce G. Allen Investments, LLC790$69.3K0.06%−15−1.9%Reduced
Fourth Dimension Wealth, LLC812$71.2K0.04%+812New
SBI Securities Co., Ltd.820$71.9K0.00%+820New
Smithfield Trust Co836$74.0K0.00%−54−6.1%Reduced
Loomis Sayles & Co L P851$75.0K0.00%−203−19.3%Reduced