SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | WESBANCO BANK#801 · 3,674 sh | 3,674 | $340.6K | <0.01% | 0.0% |
| 802 | Alteri Wealth#802 · 3,640 sh | 3,640 | $337.4K | 0.09% | -0.2% |
| 803 | Centiva Capital#803 · 3,637 sh | 3,637 | $337.2K | <0.01% | +42.1% |
| 804 | MOSAIC FAMILY WEALTH PARTNERS#804 · 3,637 sh | 3,637 | $337.1K | 0.02% | New |
| 805 | CAPSTONE INVESTMENT ADVISORS#805 · 3,634 sh | 3,634 | $336.9K | <0.01% | New |
| 806 | VestGen Advisors#806 · 3,631 sh | 3,631 | $336.6K | <0.01% | -6.4% |
| 807 | Dorsey & Whitney#807 · 3,611 sh | 3,611 | $334.8K | 0.02% | 0.0% |
| 808 | Urban Wealth Management#808 · 3,600 sh | 3,600 | $333.8K | — | 0.0% |
| 809 | Sanibel Captiva Company#809 · 3,576 sh | 3,576 | $331.5K | <0.01% | 0.0% |
| 810 | Brown Miller Wealth Management#810 · 3,564 sh | 3,564 | $330.4K | 0.08% | 0.0% |
| 811 | S-Bank Fund Management Ltd#811 · 3,563 sh | 3,563 | $330.3K | 0.04% | New |
| 812 | WD RUTHERFORD#812 · 3,548 sh | 3,548 | $328.9K | — | +53.6% |
| 813 | MQS Management#813 · 3,538 sh | 3,538 | $328.0K | 0.40% | -21.6% |
| 814 | MANCHESTER FINANCIAL#814 · 3,532 sh | 3,532 | $327.5K | — | -1.8% |
| 815 | ROCKLAND#815 · 3,523 sh | 3,523 | $326.6K | — | 0.0% |
| 816 | Golden State Wealth Management#816 · 3,509 sh | 3,509 | $325.4K | 0.03% | +9.0% |
| 817 | PFG Private Wealth Management#817 · 3,508 sh | 3,508 | $325.2K | — | New |
| 818 | Sather Financial Group#818 · 3,453 sh | 3,453 | $320.1K | 0.02% | -7.0% |
| 819 | Lionhunter Capital Management#819 · 3,444 sh | 3,444 | $319.3K | 0.14% | — |
| 820 | Sovran Advisors#820 · 3,493 sh | 3,493 | $316.3K | 0.02% | +0.8% |
| 821 | Oak Asset Management#821 · 3,400 sh | 3,400 | $315.2K | — | 0.0% |
| 822 | Investor's Fiduciary Advisor Network#822 · 3,403 sh | 3,403 | $315.0K | 0.11% | -3.2% |
| 823 | Rossmore Private Capital#823 · 3,368 sh | 3,368 | $314.5K | 0.03% | 0.0% |
| 824 | Curated Wealth Partners#824 · 3,389 sh | 3,389 | $314.2K | — | +49.6% |
| 825 | IFP Advisors#825 · 3,374 sh | 3,374 | $312.8K | — | +57.0% |
| 826 | Fulcrum Asset Management LLP#826 · 3,330 sh | 3,330 | $312.7K | 0.03% | -86.1% |
| 827 | Bull Harbor Capital#827 · 3,366 sh | 3,366 | $312.1K | 0.06% | New |
| 828 | Octavia Wealth Advisors#828 · 3,338 sh | 3,338 | $311.7K | 0.03% | -53.1% |
| 829 | WIMMER ASSOCIATES 1#829 · 3,343 sh | 3,343 | $309.9K | 0.14% | 0.0% |
| 830 | Apella Capital#830 · 3,272 sh | 3,272 | $309.5K | — | +1.2% |
| 831 | Williamson Legacy Group#831 · 3,323 sh | 3,323 | $308.1K | 0.15% | -2.6% |
| 832 | Wealthcare Advisory Partners#832 · 3,319 sh | 3,319 | $307.7K | — | -8.4% |
| 833 | SimpliFi#833 · 3,311 sh | 3,311 | $307.0K | 0.12% | +0.7% |
| 834 | OXFORD ASSET MANAGEMENT LLP#834 · 3,310 sh | 3,310 | $306.9K | 0.15% | New |
| 835 | SmartHarvest Portfolios#835 · 3,305 sh | 3,305 | $306.4K | — | New |
| 836 | ATWOOD & PALMER#836 · 3,300 sh | 3,300 | $305.9K | — | -0.4% |
| 837 | Tamar Securities#837 · 3,268 sh | 3,268 | $303.0K | 0.03% | 0.0% |
| 838 | Main Street Financial Solutions#838 · 3,258 sh | 3,258 | $302.1K | 0.02% | New |
| 839 | Cypress Wealth Services#839 · 3,239 sh | 3,239 | $300.2K | — | -5.7% |
| 840 | Allegheny Financial Group LTD#840 · 3,207 sh | 3,207 | $297.4K | 0.03% | 0.0% |
| 841 | NWF Advisory Services#841 · 3,205 sh | 3,205 | $297.1K | — | -8.4% |
| 842 | EdgeRock Capital#842 · 3,200 sh | 3,200 | $296.7K | 0.07% | New |
| 843 | Ellenbecker Investment Group#843 · 3,191 sh | 3,191 | $295.9K | 0.03% | -1.0% |
| 844 | Walser Wealth Management Company, A Ltd Liability#844 · 3,185 sh | 3,185 | $295.3K | — | +13.8% |
| 845 | TCG Advisory Services#845 · 3,174 sh | 3,174 | $294.3K | <0.01% | +14.0% |
| 846 | Trilogy Capital#846 · 3,169 sh | 3,169 | $293.8K | — | -2.2% |
| 847 | Kera Capital Partners#847 · 3,164 sh | 3,164 | $293.3K | 0.03% | +0.7% |
| 848 | CAMBIENT FAMILY OFFICE#848 · 3,130 sh | 3,130 | $292.2K | 0.04% | -12.3% |
| 849 | Ariston Services Group#849 · 3,149 sh | 3,149 | $291.9K | — | New |
| 850 | BAKER BOYER NATIONAL BANK#850 · 3,137 sh | 3,137 | $290.8K | 0.08% | New |
| 851 | Simmons Bank#851 · 3,111 sh | 3,111 | $288.4K | 0.02% | -0.9% |
| 852 | SMITH CHAS P & ASSOCIATES PA CPAS#852 · 3,100 sh | 3,100 | $287.4K | — | 0.0% |
| 853 | PRING TURNER CAPITAL GROUP#853 · 3,400 sh | 3,400 | $286.8K | 0.16% | 0.0% |
| 854 | LeClair Wealth Partners#854 · 3,091 sh | 3,091 | $286.6K | 0.15% | New |
| 855 | Delta Investment Management#855 · 3,090 sh | 3,090 | $286.5K | 0.05% | +0.6% |
| 856 | Destination Wealth Management#856 · 3,083 sh | 3,083 | $285.8K | <0.01% | +45.1% |
| 857 | ProCore Advisors#857 · 3,080 sh | 3,080 | $285.5K | — | 0.0% |
| 858 | Banco Santander, S.A.#858 · 3,074 sh | 3,074 | $285.0K | <0.01% | New |
| 859 | Valeo Financial Advisors#859 · 3,067 sh | 3,067 | $284.3K | — | +11.8% |
| 860 | Hilltop#860 · 3,060 sh | 3,060 | $283.7K | 0.02% | -28.8% |
| 861 | Center For Asset Management#861 · 3,057 sh | 3,057 | $283.4K | — | -2.2% |
| 862 | Aprio Wealth Management#862 · 3,056 sh | 3,056 | $283.3K | 0.01% | -2.7% |
| 863 | DAVIDSON#863 · 3,051 sh | 3,051 | $282.9K | — | -3.1% |
| 864 | Beaumont Financial Advisors#864 · 3,047 sh | 3,047 | $282.5K | — | -0.4% |
| 865 | SeaCrest Wealth Management#865 · 3,037 sh | 3,037 | $281.5K | — | -30.8% |
| 866 | Meadowbrook Advisors Group#866 · 3,023 sh | 3,023 | $280.3K | 0.15% | New |
| 867 | Capital Squared Financial#867 · 3,012 sh | 3,012 | $279.2K | 0.18% | +0.4% |
| 868 | Iron Gate Global Advisors#868 · 3,000 sh | 3,000 | $278.1K | 0.03% | 0.0% |
| 869 | Hodges Capital Management#869 · 3,000 sh | 3,000 | $278.1K | 0.02% | 0.0% |
| 870 | Wellington Shields#870 · 3,000 sh | 3,000 | $278.1K | 0.06% | 0.0% |
| 871 | VAUGHAN DAVID INVESTMENTS#871 · 2,992 sh | 2,992 | $277.0K | <0.01% | 0.0% |
| 872 | INSIGNEO ADVISORY SERVICES#872 · 2,986 sh | 2,986 | $276.8K | 0.01% | +10.3% |
| 873 | CONNING#873 · 2,985 sh | 2,985 | $276.7K | <0.01% | 0.0% |
| 874 | Capstone Wealth Management#874 · 2,982 sh | 2,982 | $276.5K | 0.13% | New |
| 875 | BAILARD#875 · 2,981 sh | 2,981 | $276.4K | — | +16.8% |
| 876 | RWA WEALTH PARTNERS#876 · 2,970 sh | 2,970 | $275.3K | <0.01% | 0.0% |
| 877 | One Capital Management#877 · 2,830 sh | 2,830 | $275.0K | <0.01% | 0.0% |
| 878 | Impact Partnership Wealth#878 · 2,949 sh | 2,949 | $273.4K | 0.03% | -1.6% |
| 879 | Blueshift Asset Management#879 · 2,941 sh | 2,941 | $272.7K | 0.06% | +27.9% |
| 880 | EVERPAR ADVISORS#880 · 2,932 sh | 2,932 | $271.8K | 0.08% | -1.3% |
| 881 | Quantitative Investment Management#881 · 2,925 sh | 2,925 | $271.0K | 0.03% | New |
| 882 | Intrua Financial#882 · 2,923 sh | 2,923 | $271.0K | 0.02% | -56.3% |
| 883 | Sound View Wealth Advisors Group#883 · 2,915 sh | 2,915 | $270.3K | 0.02% | 0.0% |
| 884 | AVISO WEALTH MANAGEMENT#884 · 2,915 sh | 2,915 | $270.3K | 0.09% | 0.0% |
| 885 | Washington Advisors#885 · 2,915 sh | 2,915 | $270.2K | — | +61.5% |
| 886 | Pacific Sage Partners#886 · 2,907 sh | 2,907 | $269.5K | — | 0.0% |
| 887 | OSTRUM ASSET MANAGEMENT#887 · 2,902 sh | 2,902 | $269.0K | 0.01% | 0.0% |
| 888 | ASPIRIANT#888 · 2,900 sh | 2,900 | $268.9K | — | -45.7% |
| 889 | SIERRA OCEAN#889 · 2,885 sh | 2,885 | $267.4K | 0.19% | +0.2% |
| 890 | MassMutual Private Wealth & , FSB#890 · 2,876 sh | 2,876 | $266.6K | — | +5.8% |
| 891 | J. Derek Lewis & Associates#891 · 2,872 sh | 2,872 | $266.3K | 0.05% | +15.9% |
| 892 | HOWLAND CAPITAL MANAGEMENT#892 · 2,849 sh | 2,849 | $266.0K | — | +0.1% |
| 893 | Triad Wealth Partners#893 · 3,019 sh | 3,019 | $264.8K | — | +11.8% |
| 894 | Ballentine Partners#894 · 2,854 sh | 2,854 | $264.6K | <0.01% | +0.6% |
| 895 | E Fund Management , Ltd.#895 · 2,834 sh | 2,834 | $262.7K | <0.01% | +21.7% |
| 896 | Bridgewealth Advisory Group#896 · 2,830 sh | 2,830 | $262.4K | 0.05% | +0.5% |
| 897 | Colonial / SC#897 · 2,830 sh | 2,830 | $262.3K | 0.03% | 0.0% |
| 898 | SIMON QUICK ADVISORS#898 · 2,816 sh | 2,816 | $261.1K | — | -20.9% |
| 899 | Gallacher Capital Management#899 · 2,804 sh | 2,804 | $260.0K | 0.15% | 0.0% |
| 900 | NORTH STAR ASSET MANAGEMENT#900 · 2,788 sh | 2,788 | $258.5K | 0.01% | +0.1% |
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.