SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Silver Grove Financial Group#1101 · 407 sh | 407 | $37.8K | 0.02% | New |
| 1102 | WOLVERINE ASSET MANAGEMENT#1102 · 400 sh | 400 | $37.1K | <0.01% | 0.0% |
| 1103 | Bank of New Hampshire#1103 · 400 sh | 400 | $37.1K | — | 0.0% |
| 1104 | Pingora Partners#1104 · 400 sh | 400 | $37.1K | 0.02% | 0.0% |
| 1105 | BROADWATER CAPITAL MANAGEMENT#1105 · 400 sh | 400 | $37.1K | 0.03% | 0.0% |
| 1106 | Fortitude Family Office#1106 · 395 sh | 395 | $36.6K | — | +115.8% |
| 1107 | Bruce G. Allen Investments#1107 · 390 sh | 390 | $36.2K | 0.02% | -11.0% |
| 1108 | ESSEX INVESTMENT MANAGEMENT#1108 · 390 sh | 390 | $36.2K | — | 0.0% |
| 1109 | GW&K Investment Management#1109 · 390 sh | 390 | $36.0K | <0.01% | -1.8% |
| 1110 | MilWealth Group#1110 · 388 sh | 388 | $36.0K | <0.01% | 0.0% |
| 1111 | Walleye Capital#1111 · 379 sh | 379 | $35.1K | <0.01% | -99.4% |
| 1112 | Bogart Wealth#1112 · 371 sh | 371 | $34.4K | <0.01% | +2.8% |
| 1113 | LRI Investments#1113 · 370 sh | 370 | $34.3K | <0.01% | +5.1% |
| 1114 | Key FInancial#1114 · 361 sh | 361 | $33.5K | <0.01% | 0.0% |
| 1115 | Ancora Advisors#1115 · 352 sh | 352 | $32.6K | <0.01% | +780.0% |
| 1116 | Princeton Global Asset Management#1116 · 346 sh | 346 | $32.1K | — | +9.5% |
| 1117 | Pacific Center for Financial Services#1117 · 334 sh | 334 | $31.0K | — | 0.0% |
| 1118 | Silvant Capital Management#1118 · 304 sh | 304 | $28.2K | <0.01% | 0.0% |
| 1119 | Ares Financial Consulting#1119 · 302 sh | 302 | $28.0K | — | +0.3% |
| 1120 | Pinnacle Bancorp#1120 · 300 sh | 300 | $27.8K | — | New |
| 1121 | Crews Bank#1121 · 300 sh | 300 | $27.8K | <0.01% | 0.0% |
| 1122 | Bangor Savings Bank#1122 · 298 sh | 298 | $27.6K | — | 0.0% |
| 1123 | City State Bank#1123 · 294 sh | 294 | $27.3K | — | 0.0% |
| 1124 | TOUNJIAN ADVISORY PARTNERS#1124 · 293 sh | 293 | $27.2K | 0.01% | -98.0% |
| 1125 | EDMOND DE ROTHSCHILD HOLDING S.A.#1125 · 290 sh | 290 | $26.9K | <0.01% | New |
| 1126 | Private Wealth Asset Management#1126 · 288 sh | 288 | $26.7K | <0.01% | 0.0% |
| 1127 | Prudent Man Investment Management#1127 · 300 sh | 300 | $26.5K | <0.01% | 0.0% |
| 1128 | Anchor Investment Management#1128 · 285 sh | 285 | $26.4K | <0.01% | New |
| 1129 | Salomon & Ludwin#1129 · 287 sh | 287 | $26.2K | <0.01% | -9.7% |
| 1130 | Covestor Ltd#1130 · 277 sh | 277 | $26.0K | 0.01% | -26.9% |
| 1131 | Kemnay Advisory Services#1131 · 276 sh | 276 | $25.6K | <0.01% | +4.9% |
| 1132 | Frazier Financial Advisors#1132 · 274 sh | 274 | $25.4K | 0.01% | 0.0% |
| 1133 | Bell Investment Advisors#1133 · 267 sh | 267 | $24.8K | <0.01% | +1.9% |
| 1134 | Asset Dedication#1134 · 262 sh | 262 | $24.3K | <0.01% | -68.0% |
| 1135 | SJS Investment Consulting#1135 · 262 sh | 262 | $24.3K | — | +235.9% |
| 1136 | Westside Investment Management#1136 · 254 sh | 254 | $23.5K | <0.01% | 0.0% |
| 1137 | United Community Bank#1137 · 250 sh | 250 | $23.2K | <0.01% | -16.7% |
| 1138 | BLUELINE ADVISORS#1138 · 250 sh | 250 | $23.2K | — | 0.0% |
| 1139 | Wilkerson Advisory Group#1139 · 249 sh | 249 | $23.1K | — | +2.5% |
| 1140 | JFS WEALTH ADVISORS#1140 · 248 sh | 248 | $23.0K | <0.01% | +1.6% |
| 1141 | Ball & Wealth Management#1141 · 245 sh | 245 | $22.0K | 0.02% | +0.4% |
| 1142 | CREATIVE FINANCIAL DESIGNS#1142 · 237 sh | 237 | $22.0K | <0.01% | +229.2% |
| 1143 | EVERMAY WEALTH MANAGEMENT#1143 · 229 sh | 229 | $21.4K | <0.01% | 0.0% |
| 1144 | Spire Wealth Management#1144 · 227 sh | 227 | $21.0K | <0.01% | -48.1% |
| 1145 | Clal Insurance Enterprises Ltd#1145 · 228 sh | 228 | $21.0K | <0.01% | -25.0% |
| 1146 | PINNEY & SCOFIELD#1146 · 226 sh | 226 | $21.0K | 0.01% | 0.0% |
| 1147 | GoalVest Advisory#1147 · 220 sh | 220 | $20.4K | — | 0.0% |
| 1148 | Gen-Wealth Partners#1148 · 220 sh | 220 | $20.4K | <0.01% | 0.0% |
| 1149 | Graticule Asia Macro Advisors#1149 · 219 sh | 219 | $20.3K | <0.01% | New |
| 1150 | Greykasell Wealth Strategies#1150 · 214 sh | 214 | $19.8K | <0.01% | 0.0% |
| 1151 | Leonteq Securities AG#1151 · 212 sh | 212 | $19.7K | <0.01% | -73.8% |
| 1152 | Fairscale Capital#1152 · 208 sh | 208 | $19.4K | 0.01% | 0.0% |
| 1153 | Optiver Holding B.V.#1153 · 208 sh | 208 | $19.3K | 0.00% | -68.4% |
| 1154 | New England Capital Financial Advisors#1154 · 205 sh | 205 | $19.0K | <0.01% | 0.0% |
| 1155 | SHP Wealth Management#1155 · 204 sh | 204 | $18.9K | <0.01% | +7.4% |
| 1156 | WOLFF WIESE MAGANA#1156 · 204 sh | 204 | $18.9K | — | 0.0% |
| 1157 | Coastline#1157 · 200 sh | 200 | $18.5K | — | -73.0% |
| 1158 | Lavaca Capital#1158 · 200 sh | 200 | $18.5K | <0.01% | 0.0% |
| 1159 | Evelyn Partners Group Ltd#1159 · 200 sh | 200 | $18.5K | 0.00% | — |
| 1160 | VSM Wealth Advisory#1160 · 198 sh | 198 | $18.4K | <0.01% | 0.0% |
| 1161 | Cape Investment Advisory#1161 · 195 sh | 195 | $18.1K | — | New |
| 1162 | Quaker Wealth Management#1162 · 194 sh | 194 | $18.0K | — | -1.0% |
| 1163 | True Wealth Design#1163 · 192 sh | 192 | $17.8K | — | +10.3% |
| 1164 | Collier Financial#1164 · 184 sh | 184 | $17.1K | 0.01% | 0.0% |
| 1165 | BROWN, LISLE/CUMMINGS#1165 · 181 sh | 181 | $16.8K | — | +11.7% |
| 1166 | Crewe Advisors#1166 · 176 sh | 176 | $16.4K | <0.01% | New |
| 1167 | PlanVest Financial#1167 · 169 sh | 169 | $15.7K | 0.01% | 0.0% |
| 1168 | James T. Borello RIA#1168 · 167 sh | 167 | $15.5K | — | 0.0% |
| 1169 | Cornerstone Financial Management#1169 · 165 sh | 165 | $15.3K | 0.01% | +66.7% |
| 1170 | HOLLENCREST SECURITIES#1170 · 158 sh | 158 | $14.6K | <0.01% | +6.8% |
| 1171 | 1620 INVESTMENT ADVISORS#1171 · 156 sh | 156 | $14.5K | <0.01% | 0.0% |
| 1172 | Physician Wealth Advisors#1172 · 155 sh | 155 | $14.4K | — | +18.3% |
| 1173 | RHL GROUP#1173 · 154 sh | 154 | $14.3K | 0.01% | 0.0% |
| 1174 | CITY HOLDING#1174 · 154 sh | 154 | $14.3K | — | 0.0% |
| 1175 | Quest 10 Wealth Builders#1175 · 151 sh | 151 | $14.0K | 0.01% | -28.8% |
| 1176 | DHJJ Financial Advisors, Ltd.#1176 · 150 sh | 150 | $13.9K | — | 0.0% |
| 1177 | FIRST HORIZON NATIONAL#1177 · 149 sh | 149 | $13.8K | — | +292.1% |
| 1178 | Joseph Group Capital Management#1178 · 143 sh | 143 | $13.3K | <0.01% | +10.0% |
| 1179 | IFS Advisors#1179 · 140 sh | 140 | $13.0K | — | 0.0% |
| 1180 | Osbon Capital Management#1180 · 139 sh | 139 | $12.9K | 0.01% | 0.0% |
| 1181 | CGC Financial Services#1181 · 138 sh | 138 | $12.8K | — | 0.0% |
| 1182 | Glen Eagle Advisors#1182 · 136 sh | 136 | $12.6K | <0.01% | +0.7% |
| 1183 | High Note Wealth#1183 · 134 sh | 134 | $12.4K | <0.01% | -39.4% |
| 1184 | First Command Advisory Services#1184 · 133 sh | 133 | $12.4K | <0.01% | -75.2% |
| 1185 | Trust Co#1185 · 133 sh | 133 | $12.3K | — | New |
| 1186 | Millstone Evans Group#1186 · 131 sh | 131 | $12.1K | <0.01% | +9.2% |
| 1187 | ST GERMAIN D J#1187 · 130 sh | 130 | $12.1K | <0.01% | 0.0% |
| 1188 | Allied Private Wealth#1188 · 125 sh | 125 | $11.9K | <0.01% | — |
| 1189 | WEBSTER BANK, N. A.#1189 · 128 sh | 128 | $11.9K | <0.01% | 0.0% |
| 1190 | RAFFA WEALTH MANAGEMENT#1190 · 127 sh | 127 | $11.8K | <0.01% | +11.4% |
| 1191 | Strengthening Families & Communities#1191 · 121 sh | 121 | $11.2K | — | +13.1% |
| 1192 | ACTION POINT FINANCIAL PLANNING#1192 · 117 sh | 117 | $10.6K | <0.01% | New |
| 1193 | Westfuller Advisors#1193 · 110 sh | 110 | $10.3K | <0.01% | -15.4% |
| 1194 | Sachetta#1194 · 108 sh | 108 | $10.0K | <0.01% | +12.5% |
| 1195 | Avion Wealth#1195 · 117 sh | 117 | $10.0K | <0.01% | +2.6% |
| 1196 | Bare Financial Services#1196 · 103 sh | 103 | $9.5K | <0.01% | +74.6% |
| 1197 | JNBA Financial Advisors#1197 · 102 sh | 102 | $9.5K | <0.01% | 0.0% |
| 1198 | DiNuzzo Private Wealth#1198 · 102 sh | 102 | $9.5K | — | 0.0% |
| 1199 | MTM Investment Management#1199 · 100 sh | 100 | $9.3K | <0.01% | 0.0% |
| 1200 | Tanglewood Legacy Advisors#1200 · 100 sh | 100 | $9.3K | <0.01% | 0.0% |
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.