Skip to main content
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, 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
Sugarloaf Wealth Management, LLC203$17.8K0.00%+1+0.5%Added
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
Jefferies Financial Group Inc.184$16.1K0.00%−15−7.5%Reduced
CNB Bank182$16.0K0.01%00.0%Unchanged
Collier Financial181$15.9K0.01%+181New
Kozak & Associates, Inc.180$15.8K0.00%+180New
JFS Wealth Advisors, LLC177$15.5K0.00%−37−17.3%Reduced
Washington Trust Co171$15.0K0.00%00.0%Unchanged
Providence First Trust Co171$15.0K0.01%+171New
Dunhill Financial, LLC157$13.8K0.01%+32+25.6%Added
1620 Investment Advisors, Inc.156$13.7K0.01%00.0%Unchanged
Raffa Wealth Management, LLC152$13.3K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.150$13.2K0.01%00.0%Unchanged
South State Corp.146$12.8K0.00%−380−72.2%Reduced
Bell Investment Advisors, Inc145$12.7K0.00%−13−8.2%Reduced
CGC Financial Services, LLC138$12.1K0.00%00.0%Unchanged
Abound Wealth Management133$11.7K0.00%−13−8.9%Reduced
Eagle Bay Advisors LLC131$11.6K0.01%00.0%Unchanged
Global Financial Private Client, LLC131$11.5K0.00%+9+7.4%Added
Transce3nd, LLC131$11.5K0.00%+131New
West Oak Capital, LLC130$11.4K0.00%00.0%Unchanged
Millstone Evans Group, LLC120$10.5K0.01%+120New
Armstrong Advisory Group, Inc116$10.2K0.00%00.0%Unchanged
Duncker Streett & Co Inc114$10.0K0.00%+114New
Mascoma Wealth Management LLC114$10.0K0.00%+114New
Sachetta, LLC109$9.57K0.00%00.0%Unchanged
Fortitude Family Office, LLC107$9.39K0.00%+10+10.3%Added
DiNuzzo Private Wealth, Inc.105$9.21K0.00%+1+1.0%Added
Brown, Lisle/Cummings, Inc.100$8.77K0.00%00.0%Unchanged
NBT Bank N A100$8.77K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$8.77K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC100$8.77K0.01%+100New
New Age Alpha Advisors, LLC95$8.33K0.00%+95New
Highline Wealth Partners LLC93$8.17K0.00%+27+40.9%Added
CBIZ Investment Advisory Services, LLC91$8.01K0.00%+1+1.1%Added
Glen Eagle Advisors, LLC90$7.91K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.90$7.89K0.00%00.0%Unchanged
Compass Wealth Management LLC90$7.89K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.95$7.88K0.01%+95New
HighMark Wealth Management LLC85$7.46K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.84$7.37K0.00%00.0%Unchanged
Avion Wealth90$7.00K0.00%+6+7.1%Added
Cassady Schiller Wealth Management, LLC79$6.93K0.00%+79New
JNBA Financial Advisors78$6.84K0.00%00.0%Unchanged
Motco76$6.67K0.00%−169−69.0%Reduced
Old Point Trust & Financial Services N A76$6.67K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC75$6.59K0.00%+75New
Strategic Investment Solutions, Inc.75$6.58K0.00%+75New
Aspect Partners, LLC74$6.49K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.78$6.41K0.00%00.0%Unchanged
WR Wealth Planners, LLC72$6.32K0.00%−42−36.8%Reduced
Addison Advisors LLC72$6.32K0.00%00.0%Unchanged
NBC Securities, Inc.70$6.23K0.57%−71,749−99.9%Reduced
Winch Advisory Services, LLC69$6.05K0.00%+69New
Estabrook Capital Management64$5.61K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd52$5.00K0.00%+52New
First Pacific Financial54$4.74K0.00%00.0%Unchanged
TFC Financial Management52$4.56K0.00%00.0%Unchanged
Old Second National Bank of Aurora52$4.56K0.00%00.0%Unchanged
Global Wealth Strategies & Associates50$4.39K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC49$4.30K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC48$4.24K0.00%00.0%Unchanged
Byrne Asset Management LLC48$4.21K0.00%+48New
Quest 10 Wealth Builders, Inc.48$4.21K0.00%+48New
Legacy Investment Solutions, LLC51$4.18K0.00%−200−79.7%Reduced
Legacy Wealth Managment, LLC51$4.18K0.00%−200−79.7%Reduced
Capital A Wealth Management, LLC45$3.95K0.01%+45New
Roxbury Financial LLC41$3.88K0.00%+41New
Lowe Wealth Advisors, LLC44$3.86K0.00%+44New
Criterion Capital Advisors, LLC48$3.65K0.00%00.0%Unchanged
Hartford Financial Management Inc.40$3.51K0.00%−7−14.9%Reduced
Sittner & Nelson, LLC40$3.51K0.00%+40New
Crowley Wealth Management, Inc.36$3.16K0.00%+36New
Clark Wealth Partners36$3.16K0.00%+36New
WealthTrak Capital Management LLC35$3.07K0.00%+35New
True Wealth Design, LLC32$2.81K0.00%+13+68.4%Added
Truvestments Capital LLC32$2.79K0.00%00.0%Unchanged
NewSquare Capital LLC29$2.54K0.00%+29New
SJS Investment Consulting Inc.27$2.37K0.00%−2−6.9%Reduced
Pacific Capital Wealth Advisors, Inc26$2.28K0.00%00.0%Unchanged
Creekmur Asset Management LLC26$2.28K0.00%00.0%Unchanged
Aventura Private Wealth, LLC23$2.02K0.00%+23New
Principia Wealth Advisory, LLC19$1.67K0.00%+19New
Iron Horse Wealth Management, LLC18$1.58K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc18$1.58K0.00%+18New
Albion Financial Group17$1.49K0.00%+17New
Cape Investment Advisory, Inc.17$1.49K0.00%+17New
Valued Wealth Advisors LLC15$1.32K0.00%+4+36.4%Added
TD Capital Management LLC15$1.32K0.00%+15New
PFS Partners, LLC15$1.32K0.00%+15New
Atlas Capital Advisors LLC14$1.23K0.00%00.0%Unchanged
Fairman Group, LLC13$1.15K0.00%−13−50.0%Reduced
Redwood Park Advisors LLC12$1.05K0.00%+12New
Acadian Asset Management LLC22$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$8780.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$6140.00%+7New
Winnow Wealth LLC7$5630.00%+7New
Ancora Advisors, LLC5$4390.00%00.0%Unchanged