# SEMPRA (SRE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SRE/

- Reporting holders: 46
- Reported value: $28.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $8.0M | 102,004 | 0.4% | 23 |
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $3.6M | 45,800 | 1.4% | 23 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.7M | 34,412 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.6M | 20,544 | 0.1% | 12 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.5M | 19,350 | 0.1% | 25 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.2M | 14,469 | 0.1% | 23 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.1M | 13,786 | 0.1% | 32 |
| [DLK Investment Management, LLC](https://holderbook.com/funds/2016793-dlk-investment-management-llc/) | $1.0M | 13,030 | 0.4% | 12 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $704.3K | 9,034 | 0.0% | 32 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $703.4K | 9,023 | 0.4% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $675.8K | 8,668 | 0.1% | 4 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $652.9K | 8,375 | 0.1% | 16 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $619.1K | 7,941 | 0.1% | 23 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $514.1K | 6,587 | 0.3% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $435.6K | 5,587 | 0.1% | 27 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $414.1K | 5,197 | 0.0% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $381.1K | 4,759 | 0.0% | 19 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $282.9K | 3,629 | 0.0% | 10 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $264.4K | 3,391 | 0.1% | 15 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $263.1K | 3,375 | 0.0% | 1 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $258.1K | 3,311 | 0.0% | 32 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $257.3K | 3,300 | 0.0% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $225.4K | 2,891 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $218.4K | 2,802 | 0.0% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $216.8K | 2,781 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 46 | $28.7M |
| Q2 2026 | 1,293 | $60.7B |
| Q1 2026 | 1,276 | $58.0B |
| Q4 2025 | 1,216 | $53.9B |
| Q3 2025 | 1,161 | $55.8B |
| Q2 2025 | 1,132 | $45.1B |
| Q1 2025 | 1,156 | $41.9B |
| Q4 2024 | 1,206 | $51.7B |
| Q3 2024 | 1,108 | $48.3B |
| Q2 2024 | 1,043 | $43.9B |
| Q1 2024 | 1,044 | $43.8B |
| Q4 2023 | 1,045 | $44.4B |