SEMPRA (SRE) — Institutional Holders, Q2 2026

1,292 institutional investment managers reported a SRE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $55.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SRE stock profile

SRE in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

109

Added to

509

Trimmed

434

Sold out

Biggest buyers

VANGUARD PORTFOLIO MANAGEMENTAdded · +9,301,871 sh+$862.4M
Capital World InvestorsAdded · +4,142,921 sh+$384.1M
JPMORGAN CHASEAdded · +2,102,944 sh+$195.0M
ONTARIO TEACHERS PENSION PLAN BOARDNew · +2,075,296 sh+$192.4M
CAISSE DE DEPOT ET PLACEMENT DU QUEBECAdded · +1,613,460 sh+$149.6M

Biggest sellers

Capital Research Global InvestorsSold out · -5,286,599 sh-$490.1M
Capital International InvestorsTrimmed · -4,228,861 sh-$392.1M
COHEN & STEERSTrimmed · -2,516,405 sh-$233.3M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -2,321,651 sh-$215.2M
BESSEMER GROUPTrimmed · -2,215,017 sh-$205.4M

SRE 13F holders ranked 1–100 of 1,292

Institutional investors reporting a position in SEMPRA on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 60,280,191 sh	60,280,191	$5.6B	0.08%	+0.6%
2	WELLINGTON MANAGEMENT GROUP LLP#2 · 43,813,771 sh	43,813,771	$4.1B	0.70%	-5.0%
3	VANGUARD CAPITAL MANAGEMENT#3 · 42,684,252 sh	42,684,252	$4.0B	0.08%	+0.7%
4	STATE STREET#4 · 37,992,032 sh	37,992,032	$3.5B	0.10%	+1.8%
5	VANGUARD PORTFOLIO MANAGEMENT#5 · 37,319,559 sh	37,319,559	$3.5B	0.16%	+33.2%
6	MORGAN STANLEY#6 · 25,024,468 sh	25,024,468	$2.3B	0.12%	+2.8%
7	JPMORGAN CHASE#7 · 20,050,848 sh	20,050,848	$1.9B	0.10%	+11.7%
8	FMR#8 · 19,497,023 sh	19,497,023	$1.8B	0.08%	+5.0%
9	GEODE CAPITAL MANAGEMENT#9 · 15,621,315 sh	15,621,315	$1.5B	0.08%	+6.4%
10	Capital International Investors#10 · 14,525,687 sh	14,525,687	$1.3B	0.28%	-22.5%
11	Invesco Ltd.#11 · 11,693,217 sh	11,693,217	$1.1B	0.09%	+10.7%
12	Newport Company#12 · 10,941,399 sh	10,941,399	$1.0B	2.45%	-2.6%
13	BANK OF AMERICA#13 · 10,323,114 sh	10,323,114	$957.1M	0.06%	-0.6%
14	FRANKLIN RESOURCES#14 · 10,069,999 sh	10,069,999	$933.6M	0.20%	+1.1%
15	DEUTSCHE BANK AG\#15 · 9,671,008 sh	9,671,008	$896.6M	0.26%	+3.7%
16	NORGES BANK#16 · 9,320,773 sh	9,320,773	$864.1M	0.09%	—
17	PRICE T ROWE ASSOCIATES#17 · 9,066,823 sh	9,066,823	$840.6M	0.08%	-1.4%
18	NORTHERN#18 · 6,521,656 sh	6,521,656	$604.6M	0.07%	-1.4%
19	Capital World Investors#19 · 6,231,386 sh	6,231,386	$577.7M	0.07%	+198.4%
20	Legal & General Group Plc#20 · 5,811,400 sh	5,811,400	$538.8M	0.11%	-5.0%
21	GOLDMAN SACHS GROUP#21 · 5,596,341 sh	5,596,341	$518.8M	0.05%	+22.5%
22	Clearbridge Investments#22 · 5,596,056 sh	5,596,056	$518.8M	0.43%	-3.1%
23	Bank of New York Mellon#23 · 5,017,818 sh	5,017,818	$465.2M	0.08%	-0.6%
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#24 · 4,993,157 sh	4,993,157	$462.9M	0.08%	+0.5%
25	MIRAE ASSET GLOBAL ETFS Ltd.#25 · 4,781,365 sh	4,781,365	$443.3M	0.53%	+8.3%
26	MASSACHUSETTS FINANCIAL SERVICES#26 · 4,670,985 sh	4,670,985	$433.0M	0.14%	-0.1%
27	CHARLES SCHWAB INVESTMENT MANAGEMENT#27 · 4,222,746 sh	4,222,746	$391.5M	0.05%	+1.0%
28	Pictet Asset Management Holding SA#28 · 4,093,625 sh	4,093,625	$379.5M	0.36%	-4.0%
29	VANGUARD FIDUCIARY#29 · 3,670,824 sh	3,670,824	$340.3M	0.07%	-0.1%
30	WELLS FARGO & COMPANY#30 · 3,445,954 sh	3,445,954	$319.5M	0.05%	+53.7%
31	BAHL & GAYNOR#31 · 3,038,636 sh	3,038,636	$281.7M	1.30%	-10.5%
32	National Pension Service#32 · 3,020,337 sh	3,020,337	$280.0M	0.18%	+0.5%
33	MILLENNIUM MANAGEMENT#33 · 2,865,477 sh	2,865,477	$265.7M	0.10%	+30.5%
34	Perpetual Ltd#34 · 2,834,701 sh	2,834,701	$262.8M	—	-6.7%
35	HSBC PLC#35 · 2,585,731 sh	2,585,731	$239.9M	0.10%	+6.1%
36	AQR CAPITAL MANAGEMENT#36 · 2,528,386 sh	2,528,386	$234.4M	0.08%	+150.3%
37	DekaBank Deutsche Girozentrale#37 · 2,332,884 sh	2,332,884	$225.8M	—	0.0%
38	Magellan Asset Management Ltd#38 · 2,242,974 sh	2,242,974	$207.9M	4.65%	-0.7%
39	Nuveen#39 · 2,202,117 sh	2,202,117	$204.2M	0.05%	-20.8%
40	Mitsubishi UFJ & Banking#40 · 2,175,661 sh	2,175,661	$201.7M	0.44%	-0.4%
41	DIMENSIONAL FUND ADVISORS#41 · 2,147,234 sh	2,147,234	$199.1M	0.04%	+2.4%
42	ONTARIO TEACHERS PENSION PLAN BOARD#42 · 2,075,296 sh	2,075,296	$192.4M	1.22%	New
43	DUFF & PHELPS INVESTMENT MANAGEMENT#43 · 2,055,243 sh	2,055,243	$190.5M	1.80%	-1.5%
44	JENNISON ASSOCIATES#44 · 2,045,621 sh	2,045,621	$189.6M	0.11%	-3.1%
45	Voss Capital#45 · 2,036,737 sh	2,036,737	$188.8M	8.77%	+62.3%
46	REAVES W H#46 · 1,898,237 sh	1,898,237	$176.0M	2.67%	-8.2%
47	Swiss National Bank#47 · 1,842,800 sh	1,842,800	$170.8M	0.09%	-3.8%
48	Mitsubishi UFJ Asset Management , Ltd.#48 · 1,829,061 sh	1,829,061	$169.6M	0.09%	+7.0%
49	UBS Group AG#49 · 1,813,175 sh	1,813,175	$168.1M	0.02%	-38.7%
50	ANTIPODES PARTNERS Ltd#50 · 1,773,357 sh	1,773,357	$164.4M	3.01%	+2.9%
51	ROYAL BANK OF CANADA#51 · 1,760,856 sh	1,760,856	$163.2M	0.02%	+15.6%
52	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#52 · 1,680,726 sh	1,680,726	$155.8M	0.22%	+2398.6%
53	Amundi#53 · 1,584,168 sh	1,584,168	$146.9M	0.04%	-0.3%
54	ENVESTNET ASSET MANAGEMENT#54 · 1,557,098 sh	1,557,098	$144.4M	0.03%	+18.3%
55	BROOKFIELD#55 · 1,555,826 sh	1,555,826	$144.2M	0.19%	-3.4%
56	Neuberger Berman Group#56 · 1,549,808 sh	1,549,808	$143.7M	0.10%	-0.1%
57	PRINCIPAL FINANCIAL GROUP#57 · 1,544,369 sh	1,544,369	$143.2M	0.07%	-5.4%
58	Sumitomo Mitsui#58 · 1,437,596 sh	1,437,596	$133.3M	0.08%	+0.8%
59	Vanguard Global Advisers#59 · 1,408,095 sh	1,408,095	$130.5M	0.06%	-1.2%
60	VANGUARD ASSET MANAGEMENT, Ltd#60 · 1,384,344 sh	1,384,344	$128.3M	0.09%	+12.8%
61	Energy Income Partners#61 · 1,370,004 sh	1,370,004	$127.0M	2.00%	+2.0%
62	BANK OF MONTREAL#62 · 1,313,390 sh	1,313,390	$121.8M	0.04%	-21.0%
63	HighTower Advisors#63 · 1,283,524 sh	1,283,524	$119.0M	0.12%	-1.6%
64	Russell Investments Group, Ltd.#64 · 1,276,769 sh	1,276,769	$118.4M	0.10%	-18.3%
65	RHUMBLINE ADVISERS#65 · 1,249,705 sh	1,249,705	$115.9M	0.09%	-1.0%
66	BNP PARIBAS FINANCIAL MARKETS#66 · 1,219,229 sh	1,219,229	$113.0M	0.04%	+45.9%
67	Jupiter Topco#67 · 1,195,168 sh	1,195,168	$110.8M	0.05%	—
68	BARCLAYS PLC#68 · 1,183,144 sh	1,183,144	$109.7M	0.02%	-26.7%
69	Empower Advisory Group#69 · 1,146,724 sh	1,146,724	$106.3M	0.25%	-6.1%
70	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#70 · 1,131,095 sh	1,131,095	$104.9M	0.06%	+15.3%
71	AVIVA PLC#71 · 1,112,698 sh	1,112,698	$103.2M	0.15%	+0.5%
72	NOMURA ASSET MANAGEMENT INTERNATIONAL#72 · 1,066,150 sh	1,066,150	$98.8M	0.15%	-11.8%
73	abrdn plc#73 · 1,061,353 sh	1,061,353	$98.4M	0.14%	+9.9%
74	CITIGROUP#74 · 1,060,377 sh	1,060,377	$98.3M	0.03%	+39.8%
75	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#75 · 1,040,686 sh	1,040,686	$96.5M	0.47%	-10.2%
76	Rockefeller Capital Management L.P.#76 · 1,027,846 sh	1,027,846	$95.3M	0.15%	+91.7%
77	RAYMOND JAMES FINANCIAL#77 · 1,014,306 sh	1,014,306	$94.0M	0.03%	+2.7%
78	GREAT WEST LIFE ASSURANCE#78 · 963,568 sh	963,568	$89.2M	0.14%	-1.1%
79	Qube Research & Technologies Ltd#79 · 946,547 sh	946,547	$87.8M	0.08%	+92.0%
80	AMERIPRISE FINANCIAL#80 · 943,734 sh	943,734	$87.6M	0.02%	-6.3%
81	Zimmer Partners#81 · 918,800 sh	918,800	$85.2M	1.96%	+31.3%
82	MANUFACTURERS LIFE INSURANCE COMPANY, THE#82 · 916,291 sh	916,291	$84.9M	0.07%	-1.9%
83	NEW YORK STATE COMMON RETIREMENT FUND#83 · 909,397 sh	909,397	$84.3M	0.11%	+9.2%
84	ADAGE CAPITAL PARTNERS GP, L.L.C.#84 · 907,570 sh	907,570	$84.1M	0.12%	-41.3%
85	TD Waterhouse Canada#85 · 893,041 sh	893,041	$81.7M	—	+10.4%
86	TORTOISE CAPITAL ADVISORS, L.L.C.#86 · 814,192 sh	814,192	$75.5M	0.77%	-27.9%
87	COHEN & STEERS#87 · 802,657 sh	802,657	$74.4M	0.12%	-75.8%
88	LPL Financial#88 · 802,616 sh	802,616	$74.4M	0.02%	+5.1%
89	KAYNE ANDERSON CAPITAL ADVISORS#89 · 791,520 sh	791,520	$73.4M	1.44%	+1.9%
90	BALYASNY ASSET MANAGEMENT L.P.#90 · 719,532 sh	719,532	$66.7M	0.08%	-60.2%
91	HEALTHCARE OF ONTARIO PENSION PLAN FUND#91 · 690,368 sh	690,368	$64.0M	0.09%	+402.1%
92	Ensign Peak Advisors#92 · 677,961 sh	677,961	$62.9M	0.10%	-1.0%
93	GROUPAMA ASSET MANAGMENT#93 · 660,554 sh	660,554	$62.0M	0.78%	+9.6%
94	M&G Plc#94 · 659,782 sh	659,782	$61.4M	0.30%	+6.2%
95	Maryland State Retirement & Pension System#95 · 654,670 sh	654,670	$60.7M	1.04%	+5.3%
96	Vanguard Investments Australia, Ltd.#96 · 651,958 sh	651,958	$60.4M	0.15%	+2.8%
97	ALLIANCEBERNSTEIN L.P.#97 · 619,413 sh	619,413	$60.2M	0.02%	-3.3%
98	NATIXIS ADVISORS#98 · 620,945 sh	620,945	$57.6M	0.06%	+2.5%
99	DANSKE BANK A/S#99 · 598,123 sh	598,123	$55.5M	0.11%	+4.9%
100	PRUDENTIAL FINANCIAL#100 · 590,725 sh	590,725	$54.8M	0.06%	-28.5%

Funds that sold out of SRE in Q2 2026 (96)

Held SRE at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SRE in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Capital Research Global Investors5,286,599 sh	5,286,599	$513.6M
Merewether Investment Management1,412,788 sh	1,412,788	$137.3M
MARSHALL WACE, LLP1,358,767 sh	1,358,767	$132.0M
D. E. Shaw672,770 sh	672,770	$65.4M
Point72 Asset Management, L.P.618,059 sh	618,059	$60.1M
Mn Services Vermogensbeheer B.V.249,510 sh	249,510	$24.2M
HRT FINANCIAL211,828 sh	211,828	$20.6M
Weiss Asset Management178,510 sh	178,510	$17.3M
JCP Investment Management106,400 sh	106,400	$10.4M
SIR Capital Management, L.P.100,255 sh	100,255	$9.7M
Ninety One UK Ltd71,331 sh	71,331	$6.9M
AIGEN INVESTMENT MANAGEMENT62,030 sh	62,030	$6.0M
Alyeska Investment Group, L.P.49,929 sh	49,929	$4.9M
Jain Global49,622 sh	49,622	$4.8M
Skandinaviska Enskilda Banken AB (publ)49,500 sh	49,500	$4.8M
BANQUE PICTET & CIE SA27,893 sh	27,893	$2.7M
EVOKE WEALTH26,165 sh	26,165	$2.6M
LAZARI CAPITAL MANAGEMENT24,302 sh	24,302	$2.4M
Blue Sparrow23,590 sh	23,590	$2.3M
Spinnaker Investment Group18,897 sh	18,897	$1.8M
AXQ CAPITAL16,848 sh	16,848	$1.6M
Linscomb Wealth14,265 sh	14,265	$1.4M
Golden State Equity Partners13,871 sh	13,871	$1.3M
DRW Securities12,883 sh	12,883	$1.3M
Lighthouse Investment Partners12,674 sh	12,674	$1.2M
Altshuler Shaham Ltd8,414 sh	8,414	$817.6K
IMC-Chicago8,244 sh	8,244	$801.1K
GSA CAPITAL PARTNERS LLP8,080 sh	8,080	$785.0K
TOBAM4,408 sh	4,408	$428.0K
Volterra Technologies4,384 sh	4,384	$426.0K
EVOLVE PRIVATE WEALTH3,757 sh	3,757	$365.1K
Fieldview Capital Management3,756 sh	3,756	$365.0K
Providence First3,627 sh	3,627	$352.4K
CAXTON ASSOCIATES LLP3,612 sh	3,612	$351.0K
ASAHI LIFE ASSET MANAGEMENT , LTD.3,496 sh	3,496	$339.7K
Avestar Capital3,477 sh	3,477	$338.9K
Sageworth3,474 sh	3,474	$337.6K
Empire Financial Management Company3,444 sh	3,444	$334.7K
Polymer Capital Management (US)3,285 sh	3,285	$319.2K
1ST SOURCE BANK3,120 sh	3,120	$303.2K
Aster Capital Management (DIFC) Ltd4,227 sh	4,227	$301.6K
LRT Capital Management2,841 sh	2,841	$276.1K
Trinity Legacy Partners2,797 sh	2,797	$268.9K
Vinva Investment Management Ltd2,776 sh	2,776	$268.1K
PATTON FUND MANAGEMENT2,634 sh	2,634	$255.9K
ExodusPoint Capital Management2,560 sh	2,560	$248.8K
SAPIENT CAPITAL2,509 sh	2,509	$244.8K
SIGNATURE ESTATE & INVESTMENT ADVISORS2,514 sh	2,514	$244.3K
Collaborative Fund Advisors2,457 sh	2,457	$238.7K
Farmers & Merchants of Long Beach2,442 sh	2,442	$237.3K
Sivia Capital Partners2,288 sh	2,288	$222.3K
OLD NATIONAL BANCORP2,286 sh	2,286	$222.1K
Waterloo Capital, L.P.2,216 sh	2,216	$215.3K
Modera Wealth Management2,183 sh	2,183	$212.1K
S Harris Financial Group2,165 sh	2,165	$210.4K
PARSONS CAPITAL MANAGEMENT2,136 sh	2,136	$207.6K
Joel Isaacson2,124 sh	2,124	$206.4K
Heritage Wealth Management2,111 sh	2,111	$205.1K
HBW Advisory Services2,100 sh	2,100	$204.0K
Armstrong, Fleming & Moore2,086 sh	2,086	$202.7K
Robertson Stephens Wealth Management2,065 sh	2,065	$201.8K
Financial Advisors Network2,074 sh	2,074	$201.5K
Wall Street Financial Group1,173 sh	1,173	$114.0K
Root Financial Partners1,141 sh	1,141	$110.9K
Hills Bank1,139 sh	1,139	$110.7K
Western Wealth Management738 sh	738	$71.7K
TWIN PEAKS WEALTH ADVISORS530 sh	530	$51.5K
Annis Gardner Whiting Capital Advisors388 sh	388	$37.9K
Opal Wealth Advisors387 sh	387	$37.6K
CLEAR INVESTMENT RESEARCH383 sh	383	$37.2K
Destiny Wealth Partners380 sh	380	$36.9K
Uniplan Investment Counsel285 sh	285	$27.8K
Timothy G. Youngquist 2020 Irrevocable230 sh	230	$22.3K
Riverview210 sh	210	$20.4K
Board of the Pension Protection Fund200 sh	200	$19.4K
Barnes Dennig Private Wealth Management182 sh	182	$17.7K
Kingdom Financial Group167 sh	167	$16.2K
True Link Financial Advisors145 sh	145	$14.1K
NBT BANK N A114 sh	114	$11.1K
Clayton Financial Group101 sh	101	$9.8K
Legacy Wealth Managment93 sh	93	$9.0K
Scarborough Advisors72 sh	72	$7.0K
Cherry Tree Wealth Management56 sh	56	$5.4K
Global Wealth Strategies & Associates52 sh	52	$5.1K
Vermillion Wealth Management45 sh	45	$4.4K
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA36 sh	36	$3.5K
Signature Resources Capital Management30 sh	30	$2.9K
Networth Advisors27 sh	27	$2.6K
Key Capital Management21 sh	21	$2.0K
Johnson Financial Group15 sh	15	$1.5K
Portus Wealth Advisors15 sh	15	$1.5K
Intentional Wealth Strategies15 sh	15	$1.5K
TopTier Wealth Management9 sh	9	$875.00
OF TOLEDO NA5 sh	5	$486.00
CURIO WEALTH4 sh	4	$389.00
Elequin Securities415 sh	415	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.