SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 10)
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 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SRE 13F holders ranked 901–1,000 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Atlantic Edge Private Wealth Management#901 · 2,779 sh | 2,779 | $257.6K | — | 0.0% |
| 902 | Independence Bank of Kentucky#902 · 2,776 sh | 2,776 | $257.4K | — | -3.5% |
| 903 | BridgePort Financial Solutions#903 · 2,771 sh | 2,771 | $256.9K | 0.07% | +0.1% |
| 904 | WealthTrust Axiom#904 · 2,758 sh | 2,758 | $255.7K | 0.06% | -0.3% |
| 905 | FEDERATED HERMES#905 · 2,732 sh | 2,732 | $253.3K | <0.01% | +83.2% |
| 906 | CATALYST FINANCIAL PARTNERS#906 · 2,731 sh | 2,731 | $253.2K | 0.03% | -9.8% |
| 907 | PFG Investments#907 · 2,729 sh | 2,729 | $253.0K | <0.01% | +8.2% |
| 908 | Fiduciary Alliance#908 · 2,715 sh | 2,715 | $251.7K | — | -0.3% |
| 909 | Sciencast Management#909 · 2,707 sh | 2,707 | $251.0K | 0.05% | -95.8% |
| 910 | Pachira Investments#910 · 2,695 sh | 2,695 | $249.9K | — | -21.0% |
| 911 | Opus Capital Group#911 · 2,686 sh | 2,686 | $249.0K | 0.02% | -0.4% |
| 912 | LIBERTY WEALTH MANAGEMENT#912 · 2,559 sh | 2,559 | $248.6K | 0.03% | 0.0% |
| 913 | Simplicity Wealth#913 · 2,678 sh | 2,678 | $248.3K | — | +7.5% |
| 914 | Mraz, Amerine & Associates#914 · 2,676 sh | 2,676 | $248.1K | 0.04% | +0.4% |
| 915 | 44 WEALTH MANAGEMENT#915 · 2,670 sh | 2,670 | $247.5K | 0.08% | -6.3% |
| 916 | Baker Avenue Asset Management#916 · 2,669 sh | 2,669 | $247.5K | <0.01% | New |
| 917 | Morey & Quinn Wealth Partners#917 · 2,650 sh | 2,650 | $245.7K | 0.16% | 0.0% |
| 918 | CWA Asset Management Group#918 · 2,649 sh | 2,649 | $245.6K | — | +16.3% |
| 919 | Souders Financial Advisors#919 · 2,645 sh | 2,645 | $245.2K | 0.02% | -23.4% |
| 920 | NerdWallet Wealth Partners#920 · 2,638 sh | 2,638 | $244.6K | 0.08% | 0.0% |
| 921 | BEACON INVESTMENT ADVISORY SERVICES#921 · 2,634 sh | 2,634 | $244.2K | — | 0.0% |
| 922 | New Covenant Company, N.A.#922 · 2,634 sh | 2,634 | $244.2K | — | -1.5% |
| 923 | GTS SECURITIES#923 · 2,627 sh | 2,627 | $243.5K | <0.01% | -68.9% |
| 924 | DV Trading#924 · 2,600 sh | 2,600 | $241.0K | <0.01% | New |
| 925 | ANGELES WEALTH MANAGEMENT#925 · 2,557 sh | 2,557 | $238.7K | — | -8.1% |
| 926 | Alta Advisers Ltd#926 · 2,565 sh | 2,565 | $237.8K | 0.05% | 0.0% |
| 927 | FC Advisory#927 · 2,565 sh | 2,565 | $237.8K | — | 0.0% |
| 928 | LifeSteps Financial#928 · 2,564 sh | 2,564 | $237.7K | — | 0.0% |
| 929 | Avidian Wealth Solutions#929 · 2,558 sh | 2,558 | $237.1K | — | +2.0% |
| 930 | Principal Street Partners#930 · 2,557 sh | 2,557 | $237.0K | 0.03% | 0.0% |
| 931 | Financial Designs#931 · 2,551 sh | 2,551 | $236.5K | — | 0.0% |
| 932 | Dash Acquisitions#932 · 2,748 sh | 2,748 | $236.1K | 0.05% | +0.8% |
| 933 | Roehl & Yi Investment Advisors#933 · 2,545 sh | 2,545 | $235.9K | 0.08% | -0.4% |
| 934 | NorthCrest Asset Manangement#934 · 2,492 sh | 2,492 | $235.8K | — | New |
| 935 | Defiance ETFs#935 · 2,580 sh | 2,580 | $235.7K | <0.01% | +20.1% |
| 936 | Advisory Solutions Group#936 · 2,540 sh | 2,540 | $235.5K | — | — |
| 937 | Koshinski Asset Management#937 · 2,538 sh | 2,538 | $235.3K | 0.01% | -1.2% |
| 938 | Pinnacle West Asset Management#938 · 2,535 sh | 2,535 | $235.0K | 0.16% | 0.0% |
| 939 | Proficio Capital Partners#939 · 2,498 sh | 2,498 | $231.6K | <0.01% | New |
| 940 | FIRST AMERICAN , FSB#940 · 2,496 sh | 2,496 | $231.4K | 0.01% | -2.8% |
| 941 | FORT WASHINGTON INVESTMENT ADVISORS#941 · 2,493 sh | 2,493 | $231.1K | — | 0.0% |
| 942 | Inspire Advisors#942 · 2,492 sh | 2,492 | $231.0K | 0.02% | +2.0% |
| 943 | Asset Advisory Group#943 · 2,488 sh | 2,488 | $230.7K | — | 0.0% |
| 944 | Sigma Planning#944 · 2,482 sh | 2,482 | $230.1K | — | +1.0% |
| 945 | Greenwich Wealth Management#945 · 2,481 sh | 2,481 | $230.0K | <0.01% | -3.9% |
| 946 | Advisors Capital Management#946 · 2,474 sh | 2,474 | $229.4K | <0.01% | -0.6% |
| 947 | Sterling Capital Management#947 · 2,472 sh | 2,472 | $229.2K | — | -95.6% |
| 948 | Osmosis Investment Management UK Ltd#948 · 2,472 sh | 2,472 | $229.2K | 0.01% | -8.5% |
| 949 | State of Wyoming#949 · 2,449 sh | 2,449 | $227.0K | 0.02% | New |
| 950 | Sandro Wealth Management#950 · 2,439 sh | 2,439 | $226.1K | 0.16% | +14.6% |
| 951 | Carrera Capital Advisors#951 · 2,414 sh | 2,414 | $225.4K | 0.03% | -0.5% |
| 952 | FIRST CITIZENS BANK#952 · 2,430 sh | 2,430 | $225.3K | — | +10.5% |
| 953 | Core Capital Management & Research#953 · 2,700 sh | 2,700 | $223.8K | 0.12% | — |
| 954 | Arbor Wealth Advisors#954 · 2,406 sh | 2,406 | $223.1K | — | 0.0% |
| 955 | FIRST NATIONAL BANK SIOUX FALLS#955 · 2,320 sh | 2,320 | $222.2K | — | 0.0% |
| 956 | MONTAG A & ASSOCIATES#956 · 2,375 sh | 2,375 | $221.7K | <0.01% | 0.0% |
| 957 | GATEWAY INVESTMENT ADVISERS#957 · 2,389 sh | 2,389 | $221.5K | — | -17.2% |
| 958 | Point#958 · 2,389 sh | 2,389 | $221.5K | 0.02% | -2.4% |
| 959 | FIL Ltd#959 · 2,386 sh | 2,386 | $221.2K | <0.01% | -91.2% |
| 960 | KWB Wealth#960 · 2,383 sh | 2,383 | $220.9K | — | 0.0% |
| 961 | Lodestone Wealth Management#961 · 2,380 sh | 2,380 | $220.7K | — | 0.0% |
| 962 | Prosperity Consulting Group#962 · 2,377 sh | 2,377 | $220.4K | <0.01% | +6.9% |
| 963 | Vision Capital Management#963 · 2,374 sh | 2,374 | $220.1K | — | 0.0% |
| 964 | Telos Capital Management#964 · 2,370 sh | 2,370 | $219.7K | 0.02% | 0.0% |
| 965 | Essex Financial Services#965 · 2,360 sh | 2,360 | $218.8K | 0.01% | -2.1% |
| 966 | HOWARD WEALTH MANAGEMENT#966 · 2,350 sh | 2,350 | $217.9K | 0.08% | 0.0% |
| 967 | BAXTER BROS#967 · 2,350 sh | 2,350 | $217.9K | 0.03% | 0.0% |
| 968 | WFA of San Diego#968 · 2,514 sh | 2,514 | $217.4K | 0.18% | -10.7% |
| 969 | Teza Capital Management#969 · 2,336 sh | 2,336 | $216.6K | — | -9.2% |
| 970 | DIXON FNANCIAL SERVICES#970 · 2,332 sh | 2,332 | $216.2K | — | 0.0% |
| 971 | MCF Advisors#971 · 2,319 sh | 2,319 | $216.2K | <0.01% | 0.0% |
| 972 | Legacy Financial Advisors#972 · 2,316 sh | 2,316 | $214.8K | 0.03% | +3.0% |
| 973 | BCGM Wealth Management#973 · 2,288 sh | 2,288 | $212.1K | 0.04% | +1.8% |
| 974 | HOHIMER WEALTH MANAGEMENT#974 · 2,272 sh | 2,272 | $210.6K | 0.02% | -92.7% |
| 975 | Basecamp Wealth Advisors#975 · 2,268 sh | 2,268 | $210.3K | 0.04% | +0.2% |
| 976 | Wilmington Savings Fund Society, FSB#976 · 2,265 sh | 2,265 | $210.0K | — | +2.7% |
| 977 | Phillips Wealth Planners#977 · 2,219 sh | 2,219 | $209.9K | 0.15% | +0.5% |
| 978 | SYM FINANCIAL#978 · 2,262 sh | 2,262 | $209.7K | — | New |
| 979 | PGIM Custom Harvest#979 · 2,262 sh | 2,262 | $209.7K | <0.01% | +0.8% |
| 980 | Anchor Bay Capital#980 · 2,480 sh | 2,480 | $209.1K | 0.11% | — |
| 981 | LCM Capital Management#981 · 2,255 sh | 2,255 | $209.1K | — | +2.8% |
| 982 | Ethos Financial Group#982 · 2,252 sh | 2,252 | $208.8K | 0.01% | New |
| 983 | PCM Encore#983 · 2,240 sh | 2,240 | $207.7K | 0.04% | -5.8% |
| 984 | Marex Group plc#984 · 2,211 sh | 2,211 | $205.0K | <0.01% | New |
| 985 | Optas#985 · 2,210 sh | 2,210 | $204.9K | 0.03% | New |
| 986 | Sovereign Financial Group#986 · 2,202 sh | 2,202 | $204.1K | 0.03% | +0.4% |
| 987 | of Kansas#987 · 2,200 sh | 2,200 | $204.0K | 0.10% | 0.0% |
| 988 | RB Capital Management#988 · 2,199 sh | 2,199 | $203.9K | 0.04% | 0.0% |
| 989 | Asset One Wealth Management#989 · 2,196 sh | 2,196 | $203.8K | 0.02% | -4.1% |
| 990 | Affiance Financial#990 · 2,182 sh | 2,182 | $202.3K | — | 0.0% |
| 991 | LEAVELL INVESTMENT MANAGEMENT#991 · 2,163 sh | 2,163 | $202.0K | <0.01% | -2.3% |
| 992 | Sentinus#992 · 2,176 sh | 2,176 | $201.7K | 0.02% | New |
| 993 | Rehmann Capital Advisory Group#993 · 2,168 sh | 2,168 | $201.1K | <0.01% | -0.5% |
| 994 | BSW Wealth Partners#994 · 2,164 sh | 2,164 | $200.6K | 0.02% | -10.4% |
| 995 | HM PAYSON#995 · 2,144 sh | 2,144 | $198.8K | <0.01% | 0.0% |
| 996 | SWISS RE LTD#996 · 2,081 sh | 2,081 | $192.9K | 0.02% | New |
| 997 | Oslo Pensjonsforsikring AS#997 · 2,026 sh | 2,026 | $187.8K | — | -25.7% |
| 998 | Harel Insurance Investments & Financial Services Ltd.#998 · 1,983 sh | 1,983 | $184.0K | <0.01% | +148.8% |
| 999 | ALERUS FINANCIAL NA#999 · 1,975 sh | 1,975 | $183.1K | <0.01% | +16.1% |
| 1000 | Acropolis Investment Management#1000 · 1,919 sh | 1,919 | $177.9K | — | +0.8% |
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.