SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | WEST PACES ADVISORS#601 · 8,057 sh | 8,057 | $747.0K | — | +10.8% |
| 602 | Clearstead Advisors#602 · 8,048 sh | 8,048 | $746.1K | <0.01% | +22.6% |
| 603 | BRIA Capital Group#603 · 8,037 sh | 8,037 | $745.1K | — | New |
| 604 | Venturi Wealth Management#604 · 7,948 sh | 7,948 | $736.9K | 0.03% | -7.2% |
| 605 | Gratus Wealth Advisors#605 · 7,939 sh | 7,939 | $736.0K | — | New |
| 606 | Mesirow Financial Investment Management#606 · 7,925 sh | 7,925 | $734.7K | 0.01% | +0.7% |
| 607 | Ignite Planners#607 · 7,902 sh | 7,902 | $733.0K | — | -0.7% |
| 608 | WHITTIER OF NEVADA#608 · 7,743 sh | 7,743 | $732.4K | 0.01% | -1.7% |
| 609 | Crestwood Advisors Group#609 · 7,804 sh | 7,804 | $723.5K | 0.01% | -12.5% |
| 610 | BAKER TILLY WEALTH MANAGEMENT#610 · 7,780 sh | 7,780 | $721.3K | — | -6.9% |
| 611 | Compound Planning#611 · 7,692 sh | 7,692 | $713.1K | 0.02% | -6.4% |
| 612 | Global Retirement Partners#612 · 7,636 sh | 7,636 | $707.9K | 0.01% | — |
| 613 | AlphaCore Capital#613 · 7,600 sh | 7,600 | $704.6K | 0.01% | +41.4% |
| 614 | Advisory Alpha#614 · 7,592 sh | 7,592 | $703.9K | 0.02% | +0.8% |
| 615 | SHELTON CAPITAL MANAGEMENT#615 · 7,470 sh | 7,470 | $692.5K | 0.01% | +2.1% |
| 616 | Capital Investment Advisors#616 · 7,464 sh | 7,464 | $692.0K | — | -0.7% |
| 617 | Meridian Wealth Management#617 · 7,444 sh | 7,444 | $690.1K | 0.02% | +12.7% |
| 618 | Patriot Financial Group Insurance Agency#618 · 7,438 sh | 7,438 | $689.6K | — | -49.0% |
| 619 | Advisor OS#619 · 7,435 sh | 7,435 | $689.3K | 0.05% | -5.6% |
| 620 | Avantax Planning Partners#620 · 7,407 sh | 7,407 | $686.7K | 0.02% | 0.0% |
| 621 | OSSIAM#621 · 7,360 sh | 7,360 | $682.3K | <0.01% | New |
| 622 | POTOMAC FUND MANAGEMENT#622 · 7,328 sh | 7,328 | $679.4K | 0.02% | +1.1% |
| 623 | AXXCESS WEALTH MANAGEMENT#623 · 7,319 sh | 7,319 | $678.6K | — | -2.5% |
| 624 | Jacobi Capital Management#624 · 7,289 sh | 7,289 | $675.7K | 0.03% | +3.5% |
| 625 | Banque Cantonale Vaudoise#625 · 7,271 sh | 7,271 | $674.0K | 0.03% | -66.0% |
| 626 | HARBOR INVESTMENT ADVISORY#626 · 7,241 sh | 7,241 | $671.3K | — | +19.6% |
| 627 | TWINBEECH CAPITAL#627 · 7,179 sh | 7,179 | $665.6K | 0.12% | New |
| 628 | Financial Management Professionals#628 · 7,022 sh | 7,022 | $655.6K | — | +0.3% |
| 629 | SAGESPRING WEALTH PARTNERS#629 · 7,008 sh | 7,008 | $649.7K | — | -2.7% |
| 630 | JOHNSON INVESTMENT COUNSEL#630 · 7,002 sh | 7,002 | $649.2K | <0.01% | +34.8% |
| 631 | Safeguard Investment Advisory Group#631 · 6,914 sh | 6,914 | $641.0K | 0.15% | +0.1% |
| 632 | LAZARD ASSET MANAGEMENT#632 · 6,894 sh | 6,894 | $639.1K | <0.01% | -81.4% |
| 633 | Heritage Wealth Management#633 · 6,867 sh | 6,867 | $636.6K | 0.16% | New |
| 634 | IHT Wealth Management#634 · 6,794 sh | 6,794 | $629.8K | 0.01% | +10.3% |
| 635 | WADDELL & ASSOCIATES#635 · 6,788 sh | 6,788 | $629.3K | 0.03% | +10.3% |
| 636 | SYON CAPITAL#636 · 6,786 sh | 6,786 | $629.2K | 0.03% | +9.4% |
| 637 | Aaron Wealth Advisors#637 · 6,771 sh | 6,771 | $627.7K | — | +9.2% |
| 638 | Town & Country Bank & dba First Bankers#638 · 6,732 sh | 6,732 | $624.1K | 0.19% | -2.6% |
| 639 | Cerro Pacific Wealth Advisors#639 · 6,731 sh | 6,731 | $624.0K | — | +46.3% |
| 640 | PANAGORA ASSET MANAGEMENT#640 · 6,728 sh | 6,728 | $623.8K | <0.01% | -73.3% |
| 641 | LVM CAPITAL MANAGEMENT LTD#641 · 6,677 sh | 6,677 | $619.0K | — | 0.0% |
| 642 | R Squared Ltd#642 · 6,672 sh | 6,672 | $618.6K | 0.32% | New |
| 643 | Mechanics Bank Department#643 · 6,600 sh | 6,600 | $611.9K | — | +0.5% |
| 644 | Sepio Capital#644 · 6,578 sh | 6,578 | $609.8K | — | +1.1% |
| 645 | TSFG#645 · 6,571 sh | 6,571 | $609.0K | — | +5.2% |
| 646 | Checchi Capital Advisers#646 · 6,449 sh | 6,449 | $597.9K | 0.03% | +1.5% |
| 647 | Old Port Advisors#647 · 6,436 sh | 6,436 | $596.7K | — | +21.9% |
| 648 | Larson Financial Group#648 · 6,435 sh | 6,435 | $596.5K | 0.02% | -34.2% |
| 649 | Havemeyer Place#649 · 6,368 sh | 6,368 | $590.4K | 0.06% | -59.7% |
| 650 | Elm Partners Management#650 · 6,344 sh | 6,344 | $588.1K | 0.02% | +0.1% |
| 651 | Freestone Capital#651 · 6,341 sh | 6,341 | $588.0K | 0.02% | +75.9% |
| 652 | HARBOUR INVESTMENTS#652 · 6,341 sh | 6,341 | $587.8K | <0.01% | -6.7% |
| 653 | Demars Financial Group#653 · 6,266 sh | 6,266 | $580.9K | — | 0.0% |
| 654 | Diligent Investors#654 · 6,251 sh | 6,251 | $579.5K | — | +2.0% |
| 655 | CIGNA INVESTMENTS#655 · 6,242 sh | 6,242 | $579.0K | — | 0.0% |
| 656 | Bedminster#656 · 6,213 sh | 6,213 | $576.0K | 0.49% | -1.1% |
| 657 | Blackstone#657 · 6,200 sh | 6,200 | $574.8K | <0.01% | 0.0% |
| 658 | Cornerstone Wealth Management#658 · 6,194 sh | 6,194 | $574.2K | 0.02% | +13.1% |
| 659 | Byrne Asset Management#659 · 6,185 sh | 6,185 | $573.4K | — | -12.9% |
| 660 | Financial Perspectives#660 · 6,162 sh | 6,162 | $571.3K | 0.14% | 0.0% |
| 661 | Brookstone Capital Management#661 · 6,134 sh | 6,134 | $568.7K | — | +100.9% |
| 662 | REGIONS FINANCIAL#662 · 6,107 sh | 6,107 | $566.2K | <0.01% | -32.4% |
| 663 | Ellevest#663 · 6,086 sh | 6,086 | $564.2K | 0.07% | -21.4% |
| 664 | STEPHENS#664 · 6,039 sh | 6,039 | $559.9K | <0.01% | -0.3% |
| 665 | SEARLE#665 · 6,000 sh | 6,000 | $556.3K | 0.13% | 0.0% |
| 666 | MIRABELLA FINANCIAL SERVICES LLP#666 · 5,918 sh | 5,918 | $548.7K | 0.05% | New |
| 667 | Timbercreek Asset Management Ltd.#667 · 5,856 sh | 5,856 | $545.0K | 0.08% | New |
| 668 | HCR Wealth Advisors#668 · 5,873 sh | 5,873 | $544.5K | — | +0.2% |
| 669 | Mendel Money Management#669 · 5,841 sh | 5,841 | $541.5K | 0.20% | -35.6% |
| 670 | Sompo Asset Management , Ltd.#670 · 5,840 sh | 5,840 | $541.4K | 0.09% | -23.4% |
| 671 | BW Gestao de Investimentos Ltda.#671 · 5,826 sh | 5,826 | $540.1K | 0.01% | New |
| 672 | Williams Jones Wealth Management#672 · 5,776 sh | 5,776 | $535.5K | <0.01% | +1.9% |
| 673 | Ameritas Investment Partners#673 · 5,749 sh | 5,749 | $533.0K | 0.01% | -3.9% |
| 674 | Bridgewater Advisors#674 · 6,753 sh | 6,753 | $532.5K | 0.03% | +2.1% |
| 675 | Glenview#675 · 5,447 sh | 5,447 | $529.3K | <0.01% | 0.0% |
| 676 | PRIVATE NA#676 · 5,685 sh | 5,685 | $527.1K | — | +125.1% |
| 677 | CCG WEALTH MANAGEMENT#677 · 5,639 sh | 5,639 | $526.4K | 0.12% | -89.6% |
| 678 | KCM INVESTMENT ADVISORS#678 · 5,642 sh | 5,642 | $523.1K | — | -1.8% |
| 679 | QUEST INVESTMENT MANAGEMENT#679 · 5,623 sh | 5,623 | $521.4K | 0.06% | -16.6% |
| 680 | Marble Harbor Investment Counsel#680 · 5,608 sh | 5,608 | $519.9K | 0.05% | 0.0% |
| 681 | Cross Staff Investments#681 · 5,600 sh | 5,600 | $519.2K | — | 0.0% |
| 682 | Gilman Hill Asset Management#682 · 5,595 sh | 5,595 | $518.7K | — | 0.0% |
| 683 | Greenline Partners#683 · 5,588 sh | 5,588 | $518.1K | 0.05% | -3.4% |
| 684 | Plancorp#684 · 5,484 sh | 5,484 | $517.7K | 0.01% | +15.5% |
| 685 | Rice Partnership#685 · 5,529 sh | 5,529 | $512.6K | 0.06% | -2.2% |
| 686 | Pallas Capital Advisors#686 · 5,454 sh | 5,454 | $505.7K | 0.02% | +8.4% |
| 687 | PFG Advisors#687 · 5,450 sh | 5,450 | $505.3K | — | -4.0% |
| 688 | Syntegra Private Wealth Group#688 · 5,428 sh | 5,428 | $503.2K | — | +0.6% |
| 689 | MJP ASSOCIATES#689 · 5,414 sh | 5,414 | $501.9K | 0.05% | -5.4% |
| 690 | Portfolio Design Labs#690 · 5,389 sh | 5,389 | $499.6K | 0.08% | 0.0% |
| 691 | Cambria Investment Management, L.P.#691 · 5,364 sh | 5,364 | $497.3K | 0.02% | New |
| 692 | Neumann Capital Management#692 · 5,347 sh | 5,347 | $495.7K | — | 0.0% |
| 693 | Pointe Capital Management#693 · 5,326 sh | 5,326 | $493.8K | 0.22% | 0.0% |
| 694 | Rosenberg Matthew Hamilton#694 · 5,307 sh | 5,307 | $492.0K | — | +2.9% |
| 695 | BOKF, NA#695 · 5,300 sh | 5,300 | $491.4K | <0.01% | -12.3% |
| 696 | GREAT VALLEY ADVISOR GROUP#696 · 5,268 sh | 5,268 | $488.2K | <0.01% | +5.8% |
| 697 | Advyzon Investment Management#697 · 5,264 sh | 5,264 | $488.1K | 0.04% | +17.9% |
| 698 | Leo H. Evart#698 · 5,231 sh | 5,231 | $484.9K | 0.38% | 0.0% |
| 699 | Evergreen Wealth Solutions#699 · 5,575 sh | 5,575 | $482.1K | 0.03% | +160.3% |
| 700 | EVERGREEN CAPITAL MANAGEMENT#700 · 5,151 sh | 5,151 | $479.6K | — | -21.8% |
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.