SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | ELCO Management#701 · 5,168 sh | 5,168 | $479.1K | — | 0.0% |
| 702 | Frank, Rimerman Advisors#702 · 5,137 sh | 5,137 | $476.3K | — | +2.7% |
| 703 | Trivium Point Advisory#703 · 5,125 sh | 5,125 | $475.1K | 0.04% | -0.9% |
| 704 | Diversify Advisory Services#704 · 5,182 sh | 5,182 | $472.9K | — | New |
| 705 | DIVERSIFY WEALTH MANAGEMENT#705 · 5,182 sh | 5,182 | $472.9K | — | +14.7% |
| 706 | Tower Research Capital (TRC)#706 · 5,098 sh | 5,098 | $472.6K | 0.01% | -75.7% |
| 707 | Harbour Capital Advisors#707 · 4,974 sh | 4,974 | $468.6K | — | -3.1% |
| 708 | Pinpoint Asset Management (Singapore) Pte. Ltd.#708 · 4,998 sh | 4,998 | $463.4K | 0.09% | New |
| 709 | Bauman Advisory Group#709 · 4,996 sh | 4,996 | $463.2K | 0.25% | -2.6% |
| 710 | Parkside Financial Bank#710 · 4,996 sh | 4,996 | $463.2K | — | +222.1% |
| 711 | LIGHTHOUSE FINANCIAL SERVICES#711 · 5,023 sh | 5,023 | $458.9K | 0.10% | +0.6% |
| 712 | FIRST FOUNDATION ADVISORS#712 · 4,950 sh | 4,950 | $458.9K | 0.02% | 0.0% |
| 713 | EverSource Wealth Advisors#713 · 4,898 sh | 4,898 | $454.1K | 0.02% | +88.5% |
| 714 | FLOW TRADERS U.S.#714 · 4,864 sh | 4,864 | $451.0K | 0.02% | New |
| 715 | PDS Planning#715 · 4,858 sh | 4,858 | $450.4K | 0.03% | +8.4% |
| 716 | WEATHERLY ASSET MANAGEMENT L. P.#716 · 4,800 sh | 4,800 | $448.0K | — | 0.0% |
| 717 | Obermeyer Wealth Partners#717 · 4,820 sh | 4,820 | $446.9K | — | +47.9% |
| 718 | Spectrum Asset Management, (NB/CA)#718 · 4,810 sh | 4,810 | $446.0K | — | +0.7% |
| 719 | Twin Tree Management#719 · 4,801 sh | 4,801 | $445.1K | <0.01% | +242.2% |
| 720 | Retirement Planning Group#720 · 4,799 sh | 4,799 | $444.9K | — | +7.9% |
| 721 | GRIMES & WEALTH MANAGEMENT#721 · 4,786 sh | 4,786 | $443.8K | <0.01% | New |
| 722 | Wedmont Private Capital#722 · 4,668 sh | 4,668 | $439.7K | — | +10.9% |
| 723 | CAPITAL ADVISORS#723 · 4,738 sh | 4,738 | $439.3K | <0.01% | +0.7% |
| 724 | CIDEL ASSET MANAGEMENT#724 · 4,710 sh | 4,710 | $436.7K | 0.02% | +4.4% |
| 725 | Wealthspire Advisors#725 · 4,701 sh | 4,701 | $435.8K | <0.01% | +4.6% |
| 726 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#726 · 4,696 sh | 4,696 | $435.4K | <0.01% | -18.5% |
| 727 | D.B. Root & Company#727 · 4,687 sh | 4,687 | $434.5K | 0.09% | +0.6% |
| 728 | RITHOLTZ WEALTH MANAGEMENT#728 · 4,673 sh | 4,673 | $433.3K | <0.01% | +4.5% |
| 729 | Integrated Advisors Network#729 · 4,635 sh | 4,635 | $429.8K | — | -0.3% |
| 730 | CARY STREET PARTNERS INVESTMENT ADVISORY#730 · 4,625 sh | 4,625 | $428.8K | 0.09% | -18.3% |
| 731 | VANCE WEALTH#731 · 4,569 sh | 4,569 | $426.6K | 0.10% | -7.9% |
| 732 | OpenArc Corporate Advisory#732 · 4,580 sh | 4,580 | $424.6K | — | +8.1% |
| 733 | World Investment Advisors#733 · 4,381 sh | 4,381 | $424.1K | <0.01% | -36.9% |
| 734 | Livforsakringsbolaget Skandia, Omsesidigt#734 · 4,541 sh | 4,541 | $423.4K | — | 0.0% |
| 735 | AMG National Bank#735 · 4,534 sh | 4,534 | $420.3K | <0.01% | 0.0% |
| 736 | TRED AVON FAMILY WEALTH#736 · 4,499 sh | 4,499 | $417.1K | — | 0.0% |
| 737 | Mosley Wealth Management#737 · 4,492 sh | 4,492 | $416.4K | — | -55.8% |
| 738 | PUREfi Wealth#738 · 4,491 sh | 4,491 | $416.4K | — | -0.1% |
| 739 | Turtle Creek Wealth Advisors#739 · 4,480 sh | 4,480 | $416.2K | — | +38.2% |
| 740 | Soltis Investment Advisors#740 · 4,488 sh | 4,488 | $416.1K | 0.02% | +26.2% |
| 741 | BROWN ADVISORY#741 · 4,471 sh | 4,471 | $414.5K | <0.01% | +1.6% |
| 742 | US Asset Management#742 · 4,462 sh | 4,462 | $413.7K | 0.32% | 0.0% |
| 743 | Howard Capital Management#743 · 4,431 sh | 4,431 | $410.8K | — | +111.9% |
| 744 | AIMZ Investment Advisors#744 · 4,410 sh | 4,410 | $408.9K | 0.11% | -10.2% |
| 745 | KERR FINANCIAL PLANNING#745 · 4,366 sh | 4,366 | $404.7K | 0.45% | 0.0% |
| 746 | Elyxium Wealth#746 · 4,353 sh | 4,353 | $403.6K | 0.04% | +8.8% |
| 747 | Merrithew & Thorsten#747 · 4,350 sh | 4,350 | $403.0K | 0.34% | +0.7% |
| 748 | Busey Wealth Management#748 · 4,313 sh | 4,313 | $399.9K | — | +0.1% |
| 749 | CHESAPEAKE ASSET MANAGEMENT#749 · 4,307 sh | 4,307 | $399.3K | 0.31% | -1.0% |
| 750 | Pinnacle Financial Partners#750 · 4,287 sh | 4,287 | $397.5K | <0.01% | -10.6% |
| 751 | Modern Wealth Management#751 · 4,282 sh | 4,282 | $396.9K | <0.01% | +60.6% |
| 752 | Etesian Wealth Advisors#752 · 4,260 sh | 4,260 | $394.9K | — | -2.6% |
| 753 | L & S Advisors#753 · 4,253 sh | 4,253 | $394.3K | 0.04% | +93.8% |
| 754 | Leisure Capital Management#754 · 4,244 sh | 4,244 | $393.5K | 0.12% | 0.0% |
| 755 | Occidental Asset Management#755 · 4,241 sh | 4,241 | $393.2K | 0.04% | +0.8% |
| 756 | Hanson & Doremus Investment Management#756 · 4,238 sh | 4,238 | $393.0K | — | +0.7% |
| 757 | Fisher Asset Management#757 · 4,222 sh | 4,222 | $391.5K | <0.01% | +22.9% |
| 758 | WEALTH ALLIANCE#758 · 4,219 sh | 4,219 | $391.1K | 0.03% | -10.6% |
| 759 | CX Institutional#759 · 4,204 sh | 4,204 | $390.0K | — | +3.9% |
| 760 | Summit Financial#760 · 4,172 sh | 4,172 | $389.5K | <0.01% | -8.5% |
| 761 | ASSOCIATED BANC#761 · 4,200 sh | 4,200 | $389.4K | <0.01% | -9.5% |
| 762 | Supplemental Annuity Collective of NJ#762 · 4,193 sh | 4,193 | $388.7K | 0.10% | -5.1% |
| 763 | Ameritas Advisory Services#763 · 4,188 sh | 4,188 | $388.3K | <0.01% | -12.9% |
| 764 | BCS Private Wealth Management#764 · 4,145 sh | 4,145 | $387.0K | 0.12% | New |
| 765 | W.G. Shaheen & Associates DBA Whitney#765 · 4,145 sh | 4,145 | $384.3K | 0.03% | +0.2% |
| 766 | NORDEN GROUP#766 · 4,085 sh | 4,085 | $378.7K | — | -5.9% |
| 767 | Carter Financial#767 · 4,076 sh | 4,076 | $377.9K | 0.28% | 0.0% |
| 768 | L2 Asset Management#768 · 4,071 sh | 4,071 | $377.6K | 0.04% | -3.0% |
| 769 | 71 West Capital Partners#769 · 4,068 sh | 4,068 | $377.1K | 0.01% | +54.3% |
| 770 | Stanley-Laman Group, Ltd.#770 · 4,060 sh | 4,060 | $376.4K | — | New |
| 771 | AA Financial Advisors#771 · 4,057 sh | 4,057 | $376.1K | — | -15.9% |
| 772 | DAYMARK WEALTH PARTNERS#772 · 4,051 sh | 4,051 | $375.6K | <0.01% | +3.3% |
| 773 | Cornerstone Planning Group#773 · 4,027 sh | 4,027 | $374.7K | — | -0.4% |
| 774 | MONECO Advisors#774 · 4,035 sh | 4,035 | $374.1K | 0.02% | +5.7% |
| 775 | Qsemble Capital Management#775 · 4,024 sh | 4,024 | $373.1K | 0.05% | -95.3% |
| 776 | Cyndeo Wealth Partners#776 · 4,022 sh | 4,022 | $372.9K | — | -1.4% |
| 777 | Signature Wealth Management Partners#777 · 4,020 sh | 4,020 | $372.7K | — | 0.0% |
| 778 | Tradewinds#778 · 12,147 sh | 12,147 | $372.7K | 0.08% | New |
| 779 | JBR Financial Management#779 · 4,000 sh | 4,000 | $370.8K | — | 0.0% |
| 780 | SUMMIT WEALTH & RETIREMENT PLANNING#780 · 3,989 sh | 3,989 | $369.8K | 0.08% | 0.0% |
| 781 | Bull Oak Capital#781 · 3,978 sh | 3,978 | $368.8K | — | 0.0% |
| 782 | KTF INVESTMENTS#782 · 3,977 sh | 3,977 | $368.7K | — | 0.0% |
| 783 | Gateway Wealth Partners#783 · 3,974 sh | 3,974 | $368.4K | 0.02% | -36.2% |
| 784 | DEFINE FINANCIAL#784 · 3,932 sh | 3,932 | $364.6K | — | +1.2% |
| 785 | Patten Group#785 · 3,930 sh | 3,930 | $364.4K | — | -10.7% |
| 786 | WealthSpring Partners#786 · 3,921 sh | 3,921 | $363.5K | — | 0.0% |
| 787 | Ridge Creek Global#787 · 3,917 sh | 3,917 | $363.1K | 0.28% | -1.8% |
| 788 | EXCHANGE TRADED CONCEPTS#788 · 3,893 sh | 3,893 | $360.9K | <0.01% | +25.5% |
| 789 | Ashton Thomas Private Wealth#789 · 3,884 sh | 3,884 | $360.1K | <0.01% | New |
| 790 | Premier Path Wealth Partners#790 · 3,883 sh | 3,883 | $359.9K | — | +4.6% |
| 791 | Legacy Capital Wealth Partners#791 · 3,882 sh | 3,882 | $359.9K | — | -1.4% |
| 792 | CHESAPEAKE CAPITAL#792 · 3,852 sh | 3,852 | $357.1K | 0.19% | +29.5% |
| 793 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#793 · 3,847 sh | 3,847 | $356.7K | 0.02% | -1.4% |
| 794 | REGATTA CAPITAL GROUP#794 · 3,800 sh | 3,800 | $352.3K | — | -4.7% |
| 795 | LJI Wealth Management#795 · 3,798 sh | 3,798 | $352.1K | 0.05% | 0.0% |
| 796 | Lakeshore Financial Planning#796 · 3,793 sh | 3,793 | $351.7K | — | +0.1% |
| 797 | Inscription Capital#797 · 3,761 sh | 3,761 | $348.7K | 0.03% | New |
| 798 | FULTON BANK, N.A.#798 · 3,679 sh | 3,679 | $341.1K | — | -4.1% |
| 799 | Centric Wealth Management#799 · 3,613 sh | 3,613 | $341.0K | 0.05% | 0.0% |
| 800 | MONEY CONCEPTS CAPITAL#800 · 3,676 sh | 3,676 | $340.8K | 0.02% | +1.5% |
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.