SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | WHITTIER#501 · 14,069 sh | 14,069 | $1.3M | 0.01% | -1.2% |
| 502 | Stratos Wealth Partners, LTD.#502 · 14,053 sh | 14,053 | $1.3M | 0.01% | +5.9% |
| 503 | Caldwell#503 · 13,998 sh | 13,998 | $1.3M | 0.10% | +610.6% |
| 504 | Sowell Financial Services#504 · 13,978 sh | 13,978 | $1.3M | — | -5.5% |
| 505 | Arkadios Wealth Advisors#505 · 13,870 sh | 13,870 | $1.3M | 0.02% | -9.3% |
| 506 | COLDSTREAM CAPITAL MANAGEMENT#506 · 13,717 sh | 13,717 | $1.3M | 0.02% | -13.7% |
| 507 | Snowden Capital Advisors#507 · 13,538 sh | 13,538 | $1.3M | 0.03% | -3.7% |
| 508 | Dockside#508 · 13,410 sh | 13,410 | $1.2M | 0.29% | New |
| 509 | PEAPACK GLADSTONE FINANCIAL#509 · 13,336 sh | 13,336 | $1.2M | 0.01% | -3.5% |
| 510 | DEFINED WEALTH MANAGEMENT#510 · 13,188 sh | 13,188 | $1.2M | — | -8.3% |
| 511 | DLK Investment Management#511 · 16,030 sh | 16,030 | $1.2M | — | +18.0% |
| 512 | Vontobel Holding Ltd.#512 · 13,001 sh | 13,001 | $1.2M | — | +2.2% |
| 513 | IAMS WEALTH MANAGEMENT#513 · 12,903 sh | 12,903 | $1.2M | — | +21.2% |
| 514 | Ascent Group#514 · 12,652 sh | 12,652 | $1.2M | 0.04% | -9.6% |
| 515 | Wealth Enhancement Services#515 · 12,645 sh | 12,645 | $1.2M | — | +3.9% |
| 516 | CENTAURUS FINANCIAL#516 · 12,613 sh | 12,613 | $1.2M | 0.05% | -9.9% |
| 517 | Meeder Advisory Services#517 · 12,571 sh | 12,571 | $1.2M | 0.04% | -22.8% |
| 518 | SCOTIA CAPITAL#518 · 12,495 sh | 12,495 | $1.2M | <0.01% | +47.2% |
| 519 | BRIGHTON JONES#519 · 12,421 sh | 12,421 | $1.2M | 0.02% | +20.7% |
| 520 | WESTWOOD GROUP#520 · 12,367 sh | 12,367 | $1.1M | <0.01% | -64.7% |
| 521 | PRINCIPAL SECURITIES#521 · 12,274 sh | 12,274 | $1.1M | 0.01% | -0.1% |
| 522 | Apollon Wealth Management#522 · 12,262 sh | 12,262 | $1.1M | — | +8.8% |
| 523 | TEMA ETFS#523 · 12,238 sh | 12,238 | $1.1M | — | +10.5% |
| 524 | KORNITZER CAPITAL MANAGEMENT#524 · 12,200 sh | 12,200 | $1.1M | 0.02% | 0.0% |
| 525 | Headlands Technologies#525 · 12,196 sh | 12,196 | $1.1M | 0.12% | +220.3% |
| 526 | FIDUCIARY#526 · 12,150 sh | 12,150 | $1.1M | 0.01% | +10.5% |
| 527 | MASTERINVEST Kapitalanlage GmbH#527 · 12,131 sh | 12,131 | $1.1M | 0.10% | +3.9% |
| 528 | One Degree Advisors#528 · 12,306 sh | 12,306 | $1.1M | 0.25% | -3.5% |
| 529 | TI#529 · 12,040 sh | 12,040 | $1.1M | — | 0.0% |
| 530 | SHELTON WEALTH MANAGEMENT#530 · 12,007 sh | 12,007 | $1.1M | — | +50.5% |
| 531 | Parallel Advisors#531 · 11,985 sh | 11,985 | $1.1M | 0.02% | +1.8% |
| 532 | Envestnet Portfolio Solutions#532 · 11,948 sh | 11,948 | $1.1M | <0.01% | +27.1% |
| 533 | Orin Green Financial#533 · 11,891 sh | 11,891 | $1.1M | — | -50.3% |
| 534 | Excelsior Advisor Network#534 · 11,821 sh | 11,821 | $1.1M | 0.14% | +74.5% |
| 535 | Savvy Advisors#535 · 11,808 sh | 11,808 | $1.1M | 0.02% | +14.7% |
| 536 | CLIFFORD SWAN INVESTMENT COUNSEL#536 · 11,804 sh | 11,804 | $1.1M | 0.04% | -12.7% |
| 537 | QRG CAPITAL MANAGEMENT#537 · 11,689 sh | 11,689 | $1.1M | <0.01% | -2.1% |
| 538 | Indivisible Partners#538 · 11,668 sh | 11,668 | $1.1M | — | +19.1% |
| 539 | SIGNATUREFD#539 · 11,424 sh | 11,424 | $1.1M | — | -0.2% |
| 540 | Quadrature Capital Ltd#540 · 11,273 sh | 11,273 | $1.0M | <0.01% | -19.4% |
| 541 | EVENTIDE ASSET MANAGEMENT#541 · 11,067 sh | 11,067 | $1.0M | 0.01% | +10.5% |
| 542 | LGT Group Foundation#542 · 11,149 sh | 11,149 | $1.0M | 0.01% | -27.3% |
| 543 | BOOTHBAY FUND MANAGEMENT#543 · 11,103 sh | 11,103 | $1.0M | 0.01% | New |
| 544 | Private Advisor Group#544 · 11,085 sh | 11,085 | $1.0M | <0.01% | +21.1% |
| 545 | Generali Investments, Management#545 · 11,084 sh | 11,084 | $1.0M | — | +24.3% |
| 546 | NorthRock Partners#546 · 10,973 sh | 10,973 | $1.0M | 0.01% | +2.1% |
| 547 | Steward Partners Investment Advisory#547 · 10,825 sh | 10,825 | $1.0M | <0.01% | -34.2% |
| 548 | PARK AVENUE SECURITIES#548 · 10,696 sh | 10,696 | $992.0K | — | +0.9% |
| 549 | West Wealth Group#549 · 10,696 sh | 10,696 | $991.6K | — | -1.5% |
| 550 | Capital Group Investment Management Pte. Ltd.#550 · 10,665 sh | 10,665 | $988.8K | 0.15% | 0.0% |
| 551 | Focus Partners Advisor Solutions#551 · 10,596 sh | 10,596 | $982.4K | <0.01% | +92.3% |
| 552 | GREENLEAF#552 · 10,560 sh | 10,560 | $979.0K | <0.01% | -0.8% |
| 553 | Van Hulzen Asset Management#553 · 10,550 sh | 10,550 | $978.1K | 0.07% | +3.5% |
| 554 | Procyon Advisors#554 · 10,544 sh | 10,544 | $977.5K | — | +5.7% |
| 555 | CITIZENS FINANCIAL GROUP#555 · 10,483 sh | 10,483 | $971.9K | — | -71.5% |
| 556 | OCCUDO QUANTITATIVE STRATEGIES#556 · 10,454 sh | 10,454 | $969.2K | 0.05% | New |
| 557 | GAM Holding AG#557 · 10,413 sh | 10,413 | $965.4K | 0.07% | -0.7% |
| 558 | Fifth Third Wealth Advisors#558 · 10,253 sh | 10,253 | $950.6K | — | -4.2% |
| 559 | Chicago Partners Investment Group#559 · 10,129 sh | 10,129 | $946.4K | — | +22.3% |
| 560 | AMI ASSET MANAGEMENT#560 · 10,200 sh | 10,200 | $945.6K | — | +1.2% |
| 561 | LETSON INVESTMENT MANAGEMENT#561 · 10,200 sh | 10,200 | $945.6K | 0.35% | 0.0% |
| 562 | Confluence Wealth Services#562 · 10,158 sh | 10,158 | $941.7K | 0.03% | +122.4% |
| 563 | Applied Finance Capital Management#563 · 10,111 sh | 10,111 | $937.4K | 0.07% | -10.3% |
| 564 | CHICAGO NA#564 · 10,077 sh | 10,077 | $934.2K | 0.14% | 0.0% |
| 565 | Cooper Financial Group#565 · 10,042 sh | 10,042 | $931.0K | — | -7.8% |
| 566 | EntryPoint Capital#566 · 9,821 sh | 9,821 | $910.5K | 0.22% | 0.0% |
| 567 | SUMITOMO LIFE INSURANCE#567 · 9,790 sh | 9,790 | $907.6K | 0.01% | -5.3% |
| 568 | OneDigital Investment Advisors#568 · 9,780 sh | 9,780 | $906.7K | <0.01% | -1.8% |
| 569 | Ipsen Advisor Group#569 · 9,738 sh | 9,738 | $902.8K | 0.58% | +0.4% |
| 570 | CreativeOne Wealth#570 · 9,694 sh | 9,694 | $898.8K | 0.02% | -0.9% |
| 571 | PARADIGM ASSET MANAGEMENT#571 · 9,600 sh | 9,600 | $890.0K | 0.19% | New |
| 572 | Cohen Klingenstein#572 · 9,600 sh | 9,600 | $890.0K | — | 0.0% |
| 573 | Siemens Fonds Invest GmbH#573 · 9,534 sh | 9,534 | $883.9K | 0.04% | +2.8% |
| 574 | Westmount Partners#574 · 9,449 sh | 9,449 | $876.0K | 0.19% | 0.0% |
| 575 | Smartleaf Asset Management#575 · 9,266 sh | 9,266 | $870.2K | 0.03% | 0.0% |
| 576 | Gradient Investments#576 · 9,350 sh | 9,350 | $866.9K | — | +0.1% |
| 577 | Independent Advisor Alliance#577 · 9,099 sh | 9,099 | $843.6K | 0.02% | -3.0% |
| 578 | SILVIA MCCOLL WEALTH MANAGEMENT#578 · 9,089 sh | 9,089 | $842.6K | — | -0.7% |
| 579 | Engineers Gate Manager#579 · 9,049 sh | 9,049 | $838.9K | 0.01% | +228.9% |
| 580 | PETRA FINANCIAL ADVISORS#580 · 9,004 sh | 9,004 | $834.8K | 0.39% | +49.3% |
| 581 | FourThought Financial Partners#581 · 8,966 sh | 8,966 | $831.2K | 0.06% | New |
| 582 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#582 · 8,941 sh | 8,941 | $828.9K | <0.01% | +34.6% |
| 583 | Hartford Funds Management#583 · 8,927 sh | 8,927 | $827.8K | 0.07% | -2.6% |
| 584 | Vise Technologies#584 · 8,869 sh | 8,869 | $822.3K | <0.01% | +11.5% |
| 585 | Forvis Mazars Wealth Advisors#585 · 8,833 sh | 8,833 | $818.9K | — | -10.6% |
| 586 | Cohen Capital Management#586 · 8,800 sh | 8,800 | $815.8K | — | 0.0% |
| 587 | BRASADA CAPITAL MANAGEMENT#587 · 0 sh | 0 | $813.8K | 0.15% | New |
| 588 | Frec Markets#588 · 8,776 sh | 8,776 | $813.6K | 0.07% | +25.6% |
| 589 | Quotient Wealth Partners#589 · 8,721 sh | 8,721 | $808.5K | 0.02% | +0.4% |
| 590 | QUADRANT CAPITAL GROUP#590 · 8,670 sh | 8,670 | $803.8K | — | -51.4% |
| 591 | Claro Advisors#591 · 8,661 sh | 8,661 | $803.0K | 0.08% | +1.0% |
| 592 | AlphaGrep UK Ltd#592 · 8,633 sh | 8,633 | $800.4K | 0.24% | New |
| 593 | MONETA GROUP INVESTMENT ADVISORS#593 · 8,620 sh | 8,620 | $799.2K | <0.01% | -4.7% |
| 594 | KLEIN PAVLIS & PEASLEY FINANCIAL#594 · 8,459 sh | 8,459 | $784.2K | — | +3.6% |
| 595 | KESTRA PRIVATE WEALTH SERVICES#595 · 8,360 sh | 8,360 | $775.1K | <0.01% | +3.5% |
| 596 | RFG Advisory#596 · 8,358 sh | 8,358 | $774.8K | 0.01% | New |
| 597 | Strategic Investment Advisors / MI#597 · 8,240 sh | 8,240 | $763.9K | 0.05% | -6.2% |
| 598 | Grove Bank#598 · 8,216 sh | 8,216 | $761.7K | — | +1.0% |
| 599 | SALEM INVESTMENT COUNSELORS#599 · 8,080 sh | 8,080 | $754.4K | — | 0.0% |
| 600 | Perennial Investment Advisors#600 · 8,063 sh | 8,063 | $747.5K | 0.05% | +44.2% |
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.