SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,292. 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 1,201–1,292 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Bay Harbor Wealth Management#1201 · 98 sh | 98 | $9.1K | <0.01% | +24.1% |
| 1202 | Davis Capital Management#1202 · 98 sh | 98 | $9.1K | — | +1300.0% |
| 1203 | IMG Wealth Management#1203 · 95 sh | 95 | $8.8K | — | +2.2% |
| 1204 | ZRC WEALTH MANAGEMENT#1204 · 92 sh | 92 | $8.5K | — | +3.4% |
| 1205 | Kilter Group#1205 · 91 sh | 91 | $8.4K | <0.01% | -9.0% |
| 1206 | Marquette Asset Management#1206 · 87 sh | 87 | $8.1K | — | -21.6% |
| 1207 | Planning Strategies#1207 · 87 sh | 87 | $8.1K | — | — |
| 1208 | Synergy Investment Management#1208 · 88 sh | 88 | $8.0K | <0.01% | +10.0% |
| 1209 | MCGUIRE CAPITAL ADVISORS#1209 · 86 sh | 86 | $8.0K | <0.01% | -13.1% |
| 1210 | Addison Advisors#1210 · 82 sh | 82 | $7.6K | <0.01% | -24.8% |
| 1211 | Aspect Partners#1211 · 81 sh | 81 | $7.5K | — | 0.0% |
| 1212 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1212 · 80 sh | 80 | $7.4K | 0.00% | +56.9% |
| 1213 | J.Safra Asset Management#1213 · 80 sh | 80 | $7.4K | <0.01% | 0.0% |
| 1214 | Hilton Head Capital Partners#1214 · 80 sh | 80 | $7.4K | — | 0.0% |
| 1215 | ATLAS CAPITAL ADVISORS#1215 · 80 sh | 80 | $7.4K | <0.01% | +116.2% |
| 1216 | DUNCKER STREETT#1216 · 78 sh | 78 | $7.2K | <0.01% | -16.1% |
| 1217 | Investment Research & Advisory Group#1217 · 60 sh | 60 | $7.1K | — | New |
| 1218 | Roxbury Financial#1218 · 74 sh | 74 | $6.8K | — | 0.0% |
| 1219 | Activest Wealth Management#1219 · 73 sh | 73 | $6.8K | — | -68.0% |
| 1220 | Orion Capital Management#1220 · 72 sh | 72 | $6.7K | <0.01% | 0.0% |
| 1221 | Hartford Financial Management#1221 · 71 sh | 71 | $6.6K | — | -28.3% |
| 1222 | Estabrook Capital Management#1222 · 64 sh | 64 | $5.9K | <0.01% | 0.0% |
| 1223 | Principia Wealth Advisory#1223 · 64 sh | 64 | $5.9K | <0.01% | +73.0% |
| 1224 | CALDWELL SUTTER CAPITAL#1224 · 59 sh | 59 | $5.5K | <0.01% | 0.0% |
| 1225 | HORIZON FINANCIAL SERVICES#1225 · 58 sh | 58 | $5.4K | <0.01% | New |
| 1226 | PETERSON WEALTH MANAGEMENT#1226 · 57 sh | 57 | $5.3K | <0.01% | 0.0% |
| 1227 | Dunhill Financial#1227 · 57 sh | 57 | $5.3K | <0.01% | -5.0% |
| 1228 | First Pacific Financial#1228 · 55 sh | 55 | $5.1K | — | -8.3% |
| 1229 | TFC Financial Management#1229 · 55 sh | 55 | $5.1K | — | 0.0% |
| 1230 | Penserra Capital Management#1230 · 54 sh | 54 | $5.0K | 0.00% | 0.0% |
| 1231 | Acumen Wealth Advisors#1231 · 51 sh | 51 | $4.8K | <0.01% | -62.5% |
| 1232 | OLD POINT & FINANCIAL SERVICES N A#1232 · 50 sh | 50 | $4.6K | <0.01% | 0.0% |
| 1233 | HighMark Wealth Management#1233 · 50 sh | 50 | $4.6K | <0.01% | New |
| 1234 | SouthState Bank#1234 · 47 sh | 47 | $4.4K | <0.01% | 0.0% |
| 1235 | Signature Equity Partners#1235 · 39 sh | 39 | $3.6K | <0.01% | -25.0% |
| 1236 | United Financial Planning Group#1236 · 36 sh | 36 | $3.3K | <0.01% | 0.0% |
| 1237 | Strategic Investment Solutions#1237 · 35 sh | 35 | $3.2K | <0.01% | +600.0% |
| 1238 | Rialto Wealth Management#1238 · 34 sh | 34 | $3.2K | <0.01% | +6.2% |
| 1239 | EVOLUTION WEALTH MANAGEMENT#1239 · 34 sh | 34 | $3.2K | <0.01% | 0.0% |
| 1240 | Truvestments Capital#1240 · 33 sh | 33 | $3.1K | <0.01% | 0.0% |
| 1241 | Clark Wealth Partners#1241 · 33 sh | 33 | $3.1K | — | -19.5% |
| 1242 | Fairman Group#1242 · 32 sh | 32 | $3.0K | — | 0.0% |
| 1243 | FINANCIAL CONSULATE#1243 · 29 sh | 29 | $2.7K | — | -17.1% |
| 1244 | WestEnd Advisors#1244 · 29 sh | 29 | $2.7K | <0.01% | +3.6% |
| 1245 | Mechanics Financial#1245 · 29 sh | 29 | $2.7K | <0.01% | New |
| 1246 | Strategic Wealth Partners, Ltd.#1246 · 28 sh | 28 | $2.6K | <0.01% | -6.7% |
| 1247 | Ankerstar Wealth#1247 · 26 sh | 26 | $2.4K | <0.01% | 0.0% |
| 1248 | Steigerwald, Gordon & Koch#1248 · 26 sh | 26 | $2.4K | <0.01% | 0.0% |
| 1249 | Burk#1249 · 26 sh | 26 | $2.4K | <0.01% | 0.0% |
| 1250 | NVWM#1250 · 25 sh | 25 | $2.3K | — | +25.0% |
| 1251 | Sunrise Financial Services#1251 · 25 sh | 25 | $2.3K | — | +13.6% |
| 1252 | Arlington#1252 · 23 sh | 23 | $2.1K | — | 0.0% |
| 1253 | Mascoma Wealth Management#1253 · 21 sh | 21 | $1.9K | — | 0.0% |
| 1254 | Nemes Rush Group#1254 · 21 sh | 21 | $1.9K | <0.01% | -99.0% |
| 1255 | Lloyd Advisory Services#1255 · 20 sh | 20 | $1.9K | <0.01% | -88.0% |
| 1256 | HFM Investment Advisors#1256 · 20 sh | 20 | $1.9K | <0.01% | +81.8% |
| 1257 | Abound Wealth Management#1257 · 20 sh | 20 | $1.8K | — | -81.7% |
| 1258 | ALBION FINANCIAL GROUP#1258 · 17 sh | 17 | $1.6K | — | 0.0% |
| 1259 | TD Capital Management#1259 · 16 sh | 16 | $1.5K | <0.01% | 0.0% |
| 1260 | Phillip James Consulting#1260 · 15 sh | 15 | $1.4K | <0.01% | 0.0% |
| 1261 | MOTCO#1261 · 14 sh | 14 | $1.3K | <0.01% | New |
| 1262 | VALLEY NATIONAL ADVISERS#1262 · 14 sh | 14 | $1.3K | — | -70.8% |
| 1263 | VANGUARD ADVISERS#1263 · 13 sh | 13 | $1.2K | 0.00% | New |
| 1264 | COMPASS FINANCIAL MANAGEMENT#1264 · 11 sh | 11 | $1.0K | <0.01% | — |
| 1265 | Operose Advisors#1265 · 10 sh | 10 | $927.00 | <0.01% | New |
| 1266 | HOEY INVESTMENTS#1266 · 9 sh | 9 | $835.00 | <0.01% | New |
| 1267 | SITTNER & NELSON#1267 · 8 sh | 8 | $742.00 | <0.01% | New |
| 1268 | Seneschal Advisors#1268 · 8 sh | 8 | $742.00 | <0.01% | 0.0% |
| 1269 | Nvest Wealth Strategies#1269 · 8 sh | 8 | $742.00 | — | +60.0% |
| 1270 | Downshift Financial#1270 · 8 sh | 8 | $742.00 | — | New |
| 1271 | TrueNorth#1271 · 6 sh | 6 | $560.00 | 0.00% | -14.3% |
| 1272 | Breakwater Investment Management#1272 · 6 sh | 6 | $557.00 | — | 0.0% |
| 1273 | Provenance Wealth Advisors#1273 · 6 sh | 6 | $556.00 | <0.01% | New |
| 1274 | CHELSEA COUNSEL#1274 · 5 sh | 5 | $467.00 | <0.01% | 0.0% |
| 1275 | Plante Moran Financial Advisors#1275 · 5 sh | 5 | $464.00 | 0.00% | New |
| 1276 | Stone House Investment Management#1276 · 5 sh | 5 | $464.00 | — | 0.0% |
| 1277 | Redwood Park Advisors#1277 · 5 sh | 5 | $464.00 | <0.01% | 0.0% |
| 1278 | DecisionPoint Financial#1278 · 5 sh | 5 | $457.00 | <0.01% | New |
| 1279 | SOA Wealth Advisors#1279 · 5 sh | 5 | $417.00 | <0.01% | +25.0% |
| 1280 | Halbert, Hargrove/Russell#1280 · 4 sh | 4 | $354.00 | — | New |
| 1281 | Rakuten Securities#1281 · 3 sh | 3 | $278.00 | <0.01% | -70.0% |
| 1282 | MARYLAND CAPITAL ADVISORS#1282 · 2 sh | 2 | $186.00 | — | — |
| 1283 | 3 FACTOR INDEXING#1283 · 2 sh | 2 | $186.00 | — | 0.0% |
| 1284 | Triumph Capital Management#1284 · 2 sh | 2 | $185.00 | — | -77.8% |
| 1285 | Sankala Group#1285 · 2 sh | 2 | $174.00 | <0.01% | New |
| 1286 | KEB ASSET MANAGEMENT#1286 · 2 sh | 2 | $140.00 | 0.00% | New |
| 1287 | Highland Investment Advisors#1287 · 1 sh | 1 | $93.00 | 0.00% | — |
| 1288 | MEEDER ASSET MANAGEMENT#1288 · 1 sh | 1 | $93.00 | 0.00% | 0.0% |
| 1289 | Evolution Advisers#1289 · 1 sh | 1 | $0.00 | 0.00% | New |
| 1290 | Navigoe#1290 · 8 sh | 8 | $0.00 | 0.00% | New |
| 1291 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1291 · 996,124 sh | 996,124 | — | — | +20.6% |
| 1292 | Quantum Portfolio Management#1292 · 2,300 sh | 2,300 | — | — | 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.