SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | McMillan Office#1001 · 1,900 sh | 1,900 | $176.1K | 0.02% | 0.0% |
| 1002 | AMERIFLEX GROUP#1002 · 1,894 sh | 1,894 | $175.6K | 0.07% | +2.0% |
| 1003 | OF VERMONT#1003 · 1,891 sh | 1,891 | $175.3K | — | — |
| 1004 | TD PRIVATE CLIENT WEALTH#1004 · 1,883 sh | 1,883 | $174.6K | <0.01% | -9.9% |
| 1005 | Private Wealth Management Group#1005 · 1,881 sh | 1,881 | $174.4K | — | +91.7% |
| 1006 | CVA Family Office#1006 · 1,869 sh | 1,869 | $173.3K | 0.02% | -1.8% |
| 1007 | Institute for Wealth Management#1007 · 1,837 sh | 1,837 | $170.3K | 0.01% | New |
| 1008 | Continuum Advisory#1008 · 1,830 sh | 1,830 | $169.7K | 0.01% | New |
| 1009 | AdvisorNet Financial#1009 · 1,822 sh | 1,822 | $168.9K | — | -0.5% |
| 1010 | ONEFUND#1010 · 1,782 sh | 1,782 | $165.2K | 0.09% | -0.6% |
| 1011 | Cromwell#1011 · 1,765 sh | 1,765 | $164.8K | 0.07% | 0.0% |
| 1012 | MATHER GROUP#1012 · 1,765 sh | 1,765 | $163.6K | — | -6.6% |
| 1013 | Hughes Financial Services#1013 · 1,747 sh | 1,747 | $162.0K | 0.02% | +2.3% |
| 1014 | Deseret Mutual Benefit Administrators#1014 · 1,722 sh | 1,722 | $159.6K | 0.05% | -5.9% |
| 1015 | TOMPKINS FINANCIAL#1015 · 1,650 sh | 1,650 | $153.0K | — | 0.0% |
| 1016 | FOSTER DYKEMA CABOT & PARTNERS#1016 · 1,636 sh | 1,636 | $152.7K | <0.01% | 0.0% |
| 1017 | Ronald Blue#1017 · 1,606 sh | 1,606 | $148.9K | — | -14.8% |
| 1018 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1018 · 1,605 sh | 1,605 | $148.8K | — | +13.7% |
| 1019 | Pacifica Partners#1019 · 1,598 sh | 1,598 | $148.7K | — | 0.0% |
| 1020 | Kimelman & Baird#1020 · 1,500 sh | 1,500 | $139.1K | 0.01% | 0.0% |
| 1021 | SRH ADVISORS#1021 · 1,497 sh | 1,497 | $138.8K | — | 0.0% |
| 1022 | Keating Financial Advisory Services#1022 · 1,467 sh | 1,467 | $136.0K | 0.02% | +7.4% |
| 1023 | General Partner#1023 · 1,450 sh | 1,450 | $134.4K | — | 0.0% |
| 1024 | TIAA Wealth Investment Management#1024 · 1,434 sh | 1,434 | $133.0K | <0.01% | -3.8% |
| 1025 | Tidemark#1025 · 1,430 sh | 1,430 | $132.6K | 0.03% | 0.0% |
| 1026 | CARY STREET PARTNERS FINANCIAL#1026 · 1,402 sh | 1,402 | $130.0K | <0.01% | -1.9% |
| 1027 | JDM Financial Group#1027 · 1,400 sh | 1,400 | $129.8K | 0.04% | 0.0% |
| 1028 | Core Alternative Capital#1028 · 1,395 sh | 1,395 | $129.3K | 0.04% | 0.0% |
| 1029 | PIN OAK INVESTMENT ADVISORS#1029 · 1,274 sh | 1,274 | $124.0K | 0.09% | 0.0% |
| 1030 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1030 · 1,320 sh | 1,320 | $122.4K | 0.01% | New |
| 1031 | Roble, Belko & Company#1031 · 1,316 sh | 1,316 | $122.0K | 0.01% | 0.0% |
| 1032 | Heritage Wealth Advisors#1032 · 1,314 sh | 1,314 | $121.8K | <0.01% | 0.0% |
| 1033 | Versant Capital Management#1033 · 1,294 sh | 1,294 | $120.0K | — | +1.0% |
| 1034 | SUMMIT SECURITIES GROUP#1034 · 1,273 sh | 1,273 | $118.0K | 0.01% | +1089.7% |
| 1035 | Creative Capital Management Investments#1035 · 1,264 sh | 1,264 | $117.2K | 0.03% | +21.5% |
| 1036 | Capital Analysts#1036 · 1,237 sh | 1,237 | $115.0K | <0.01% | -0.3% |
| 1037 | Gleason Group#1037 · 1,223 sh | 1,223 | $113.4K | — | +9.4% |
| 1038 | Corsicana#1038 · 1,218 sh | 1,218 | $112.9K | 0.05% | 0.0% |
| 1039 | Park Place Capital#1039 · 1,201 sh | 1,201 | $111.3K | 0.02% | +40.3% |
| 1040 | Rossby Financial, LCC#1040 · 1,185 sh | 1,185 | $109.9K | 0.02% | -7.4% |
| 1041 | DT Investment Partners#1041 · 1,160 sh | 1,160 | $107.5K | — | 0.0% |
| 1042 | American Capital Advisory#1042 · 1,135 sh | 1,135 | $105.2K | 0.04% | +0.5% |
| 1043 | VALLEY WEALTH MANAGERS#1043 · 1,084 sh | 1,084 | $100.5K | — | 0.0% |
| 1044 | Vanguard National#1044 · 1,045 sh | 1,045 | $96.9K | <0.01% | 0.0% |
| 1045 | LOOMIS SAYLES & L P#1045 · 999 sh | 999 | $92.6K | <0.01% | +11.6% |
| 1046 | TIAA , NATIONAL ASSOCIATION#1046 · 996 sh | 996 | $92.3K | <0.01% | 0.0% |
| 1047 | CULLEN/FROST BANKERS#1047 · 974 sh | 974 | $90.3K | <0.01% | -6.3% |
| 1048 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1048 · 961 sh | 961 | $87.8K | <0.01% | +10.0% |
| 1049 | Catalyst Capital Advisors#1049 · 935 sh | 935 | $86.7K | <0.01% | -1.7% |
| 1050 | Prestige Wealth Management Group#1050 · 926 sh | 926 | $86.5K | 0.02% | 0.0% |
| 1051 | Quarry#1051 · 928 sh | 928 | $86.0K | <0.01% | New |
| 1052 | 1015 Capital Partners#1052 · 919 sh | 919 | $85.2K | 0.07% | +0.2% |
| 1053 | Front Row Advisors#1053 · 973 sh | 973 | $83.2K | 0.02% | 0.0% |
| 1054 | Caitong International Asset Management , Ltd#1054 · 888 sh | 888 | $82.3K | 0.01% | New |
| 1055 | North Star Investment Management#1055 · 869 sh | 869 | $80.6K | <0.01% | -41.3% |
| 1056 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1056 · 845 sh | 845 | $78.3K | 0.02% | +24.3% |
| 1057 | Owl Creek Wealth Partners#1057 · 831 sh | 831 | $77.0K | — | +2.5% |
| 1058 | Quent Capital#1058 · 812 sh | 812 | $75.3K | <0.01% | -25.6% |
| 1059 | Bayforest Capital Ltd#1059 · 810 sh | 810 | $75.1K | 0.07% | New |
| 1060 | Pinnacle Wealth Planning Services#1060 · 806 sh | 806 | $74.7K | <0.01% | +4.1% |
| 1061 | Cassaday & Wealth Management#1061 · 804 sh | 804 | $74.5K | <0.01% | -11.8% |
| 1062 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1062 · 800 sh | 800 | $74.2K | — | 0.0% |
| 1063 | MV CAPITAL MANAGEMENT#1063 · 799 sh | 799 | $74.1K | <0.01% | -1.2% |
| 1064 | Archer Investment#1064 · 789 sh | 789 | $73.1K | 0.01% | +0.6% |
| 1065 | Banque de Luxembourg S.A.#1065 · 778 sh | 778 | $72.1K | — | 0.0% |
| 1066 | Union Bancaire Privee, UBP SA#1066 · 761 sh | 761 | $71.5K | <0.01% | 0.0% |
| 1067 | Capula Management Ltd#1067 · 735 sh | 735 | $68.1K | <0.01% | +39.5% |
| 1068 | Spectrum Wealth Advisory Group#1068 · 723 sh | 723 | $67.0K | 0.02% | New |
| 1069 | Manchester Capital Management#1069 · 705 sh | 705 | $65.4K | — | -0.6% |
| 1070 | Mowery & Schoenfeld Wealth Management#1070 · 705 sh | 705 | $65.3K | 0.09% | 0.0% |
| 1071 | Field & Main Bank#1071 · 700 sh | 700 | $64.9K | 0.01% | New |
| 1072 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#1072 · 678 sh | 678 | $62.9K | 0.19% | -65.5% |
| 1073 | BARRETT & COMPANY#1073 · 668 sh | 668 | $61.9K | — | 0.0% |
| 1074 | TOTH FINANCIAL ADVISORY#1074 · 656 sh | 656 | $60.8K | — | +0.3% |
| 1075 | Medallion Wealth Advisors#1075 · 650 sh | 650 | $60.3K | 0.02% | -0.9% |
| 1076 | SBI Securities , Ltd.#1076 · 649 sh | 649 | $60.2K | — | +1.6% |
| 1077 | ADIRONDACK#1077 · 647 sh | 647 | $60.0K | — | 0.0% |
| 1078 | Essential Partners#1078 · 641 sh | 641 | $59.4K | — | +305.7% |
| 1079 | Coston, McIsaac & Partners#1079 · 620 sh | 620 | $57.0K | 0.01% | +0.5% |
| 1080 | SOUTHERN MICHIGAN BANK &#1080 · 600 sh | 600 | $55.6K | — | 0.0% |
| 1081 | Horrell Capital Management#1081 · 600 sh | 600 | $55.6K | — | 0.0% |
| 1082 | GHP Investment Advisors#1082 · 594 sh | 594 | $55.1K | — | +20.2% |
| 1083 | E Fund Management (Hong Kong) , Ltd.#1083 · 556 sh | 556 | $51.5K | 0.02% | New |
| 1084 | Ritter Daniher Financial Advisory / DE#1084 · 553 sh | 553 | $51.3K | <0.01% | 0.0% |
| 1085 | Dogwood Wealth Management#1085 · 548 sh | 548 | $50.8K | 0.02% | +12.8% |
| 1086 | IFG Advisory#1086 · 536 sh | 536 | $49.7K | <0.01% | New |
| 1087 | BAYBAN#1087 · 533 sh | 533 | $49.4K | 0.04% | 0.0% |
| 1088 | Smithfield#1088 · 512 sh | 512 | $48.0K | <0.01% | -25.5% |
| 1089 | RICHARDSON FINANCIAL SERVICES#1089 · 500 sh | 500 | $46.4K | 0.03% | -7.4% |
| 1090 | JPL Wealth Management#1090 · 479 sh | 479 | $44.4K | <0.01% | +1.5% |
| 1091 | COUNTRY BANK#1091 · 474 sh | 474 | $43.9K | <0.01% | -2.1% |
| 1092 | Vision Retirement#1092 · 464 sh | 464 | $43.0K | 0.01% | +0.7% |
| 1093 | Aventura Private Wealth#1093 · 463 sh | 463 | $42.9K | 0.01% | +478.7% |
| 1094 | CoreCap Advisors#1094 · 461 sh | 461 | $42.7K | — | -38.2% |
| 1095 | FARMERS & MERCHANTS INVESTMENTS#1095 · 453 sh | 453 | $42.0K | — | -0.4% |
| 1096 | HIGHLINE WEALTH PARTNERS#1096 · 438 sh | 438 | $40.6K | — | +3.8% |
| 1097 | Capital Advisors, Ltd.#1097 · 434 sh | 434 | $40.0K | <0.01% | -8.1% |
| 1098 | OGOREK ANTHONY JOSEPH /NY#1098 · 439 sh | 439 | $40.0K | <0.01% | +10.6% |
| 1099 | BankPlus Department#1099 · 428 sh | 428 | $39.7K | <0.01% | 0.0% |
| 1100 | Transamerica Financial Advisors#1100 · 422 sh | 422 | $39.5K | <0.01% | -2.1% |
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.