Public record / Tickers / SRE

SRE — SEMPRA

Both disclosure regimes on one name: who in Congress filed about SRE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
43
all PTR rows naming SRE
Members · 12m
2
2 buys · 4 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-03-06 → filed 2023-04-17. Ranked over every SRE row by the provable lower bound, never a point estimate.

2 members · 2 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

9 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

12 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SRE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SRE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 43 ↗

Members active in SRE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SRE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SRE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Soros Fund Management $10.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SEMPRA

Merged timeline of congressional filings and notable-manager moves on SRE
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+121,040 sh
2026-05-15Soros Fund Management 13Ftrim−287,949 sh
2026-05-14Caxton Associates 13Fnew+3,612 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SRE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.8B1
2WELLINGTON MANAGEMENT GROUP LLP$4.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$4.1B1
4STATE STREET CORP$3.6B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$2.7B1
6MORGAN STANLEY$2.4B1
7Capital International Investors$1.8B1
8FMR LLC$1.8B1
9GEODE CAPITAL MANAGEMENT, LLC$1.4B1
10Newport Trust Company, LLC$1.1B1
11Invesco Ltd.$1.0B1
12BANK OF AMERICA CORP /DE/$1.0B1
13FRANKLIN RESOURCES INC$968M1
14DEUTSCHE BANK AG\$907M1
15NORTHERN TRUST CORP$643M1
16Legal & General Group Plc$595M1
17Clearbridge Investments, LLC$561M1
18Capital Research Global Investors$514M1
19Bank of New York Mellon Corp$490M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$483M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$454M1
22MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$429M1
23Pictet Asset Management Holding SA$414M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$406M1
25VANGUARD FIDUCIARY TRUST CO$357M1
26BAHL & GAYNOR INC$330M1
27Perpetual Ltd$295M1
28National Pension Service$292M1
29UBS Group AG$287M1
30Nuveen, LLC$270M1
31HSBC HOLDINGS PLC$237M1
32Magellan Asset Management Ltd$219M1
33WELLS FARGO & COMPANY/MN$218M1
34MILLENNIUM MANAGEMENT LLC$213M1
35Mitsubishi UFJ Trust & Banking Corp$212M1
36JENNISON ASSOCIATES LLC$205M1
37DIMENSIONAL FUND ADVISORS LP$204M1
38Capital World Investors$203M1
39DUFF & PHELPS INVESTMENT MANAGEMENT CO$203M1
40REAVES W H & CO INC$201M1
41Swiss National Bank$186M1
42BALYASNY ASSET MANAGEMENT L.P.$176M1
43ANTIPODES PARTNERS Ltd$167M1
44Mitsubishi UFJ Asset Management Co., Ltd.$166M1
45BANK OF MONTREAL /CAN/$162M1
46PRINCIPAL FINANCIAL GROUP INC$159M1
47BARCLAYS PLC$157M1
48BROOKFIELD Corp /ON/$156M1
49Amundi$154M1
50ADAGE CAPITAL PARTNERS GP, L.L.C.$150M1
51ROYAL BANK OF CANADA$148M1
52Sumitomo Mitsui Trust Group, Inc.$139M1
53Vanguard Global Advisers, LLC$139M1
54Merewether Investment Management, LP$137M1
55Energy Income Partners, LLC$130M1
56ENVESTNET ASSET MANAGEMENT INC$128M1
57HighTower Advisors, LLC$127M1
58CITADEL ADVISORS LLC$123M1
59Voss Capital, LP$122M1
60VANGUARD ASSET MANAGEMENT, Ltd$119M1
61Empower Advisory Group, LLC$119M1
62NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$118M1
63COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$113M1
64AVIVA PLC$108M1
65AMERIPRISE FINANCIAL INC$97.6M1
66AQR CAPITAL MANAGEMENT LLC$97.6M1
67JUPITER ASSET MANAGEMENT LTD$97.3M1
68RAYMOND JAMES FINANCIAL INC$96.0M1
69CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$95.3M1
70Aberdeen Group plc$93.9M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$90.7M1
72PRUDENTIAL FINANCIAL INC$80.3M1
73TD Waterhouse Canada Inc.$78.7M1
74KAYNE ANDERSON CAPITAL ADVISORS LP$75.4M1
75BANK OF NOVA SCOTIA$75.1M1
76LPL Financial LLC$74.2M1
77CITIGROUP INC$73.7M1
78Zimmer Partners, LP$68.0M1
79Ensign Peak Advisors, Inc$66.5M1
80D. E. Shaw & Co., Inc.$65.4M1
81NATIONAL BANK OF CANADA /FI/$61.8M1
82Vanguard Investments Australia, Ltd.$61.6M1
83Maryland State Retirement & Pension System$60.4M1
84M&G Plc$60.3M1
85Point72 Asset Management, L.P.$60.1M1
86GROUPAMA ASSET MANAGMENT$58.5M1
87ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$57.0M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$56.9M1
89ALLIANCEBERNSTEIN L.P.$56.5M1
90Freestone Grove Partners LP$56.0M1
91Hudson Bay Capital Management LP$55.6M1
92DANSKE BANK A/S$55.4M1
93Munich Reinsurance Co Stock Corp in Munich$54.0M1
94AMF Tjanstepension AB$53.1M1
95Rockefeller Capital Management L.P.$52.1M1
96Capital International, Inc./CA/$50.8M1
97Corient Private Wealth LLC$49.4M1
98BNP Paribas Asset Management Holding S.A.$48.8M1
99TD ASSET MANAGEMENT INC$48.2M1
100Qube Research & Technologies Ltd$47.9M1
101SEI INVESTMENTS CO$47.1M1
102SCHRODER INVESTMENT MANAGEMENT GROUP$45.9M1
103ROYAL LONDON ASSET MANAGEMENT LTD$45.0M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$43.7M1
105Zurich Insurance Group Ltd/FI$43.6M1
106CAMBIAR INVESTORS LLC$42.3M1
1071832 Asset Management L.P.$42.1M1
108CANADA PENSION PLAN INVESTMENT BOARD$41.7M1
109DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$41.2M1
110MACQUARIE GROUP LTD$41.0M1
111ASSETMARK, INC$40.2M1
112WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$39.4M1
113KLP KAPITALFORVALTNING AS$37.0M1
114Compagnie Lombard Odier SCmA$36.6M1
115CAPITOLIS LIQUID GLOBAL MARKETS LLC$36.0M1
116Swedbank AB$35.8M1
117STIFEL FINANCIAL CORP$35.4M1
118GW HENSSLER & ASSOCIATES LTD$35.0M1
119TODD ASSET MANAGEMENT LLC$34.7M1
120STATE OF WISCONSIN INVESTMENT BOARD$34.0M1
121ZWJ INVESTMENT COUNSEL INC$32.7M1
122Universal- Beteiligungs- und Servicegesellschaft mbH$32.6M1
123Janus Henderson Group Ltd.$32.0M1
124APG Asset Management N.V.$31.7M1
125Chevy Chase Trust Holdings, LLC$31.3M1
126Trexquant Investment LP$30.2M1
127Jefferies Financial Group Inc.$30.1M1
128Asset Management One Co., Ltd.$29.3M1
129FIRST TRUST ADVISORS LP$28.8M1
130Bank Julius Baer & Co. Ltd, Zurich$28.6M1
131Aventail Capital Group, LP$28.5M1
132HENNESSY ADVISORS INC$27.1M1
133DnB Asset Management AS$26.5M1
134PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$26.4M1
135Korea Investment CORP$26.4M1
136NOMURA ASSET MANAGEMENT CO LTD$24.1M1
137Woodbridge CO LTD$23.7M1
138Creative Planning$23.1M1
139Federation des caisses Desjardins du Quebec$22.8M1
140Tredje AP-fonden$22.2M1
141CREDIT AGRICOLE S A$22.2M1
142Quantinno Capital Management LP$21.8M1
143Cetera Investment Advisers$21.7M1
144TORONTO DOMINION BANK$21.7M1
145State of New Jersey Common Pension Fund D$21.7M1
146VICTORY CAPITAL MANAGEMENT INC$21.1M1
147Allspring Global Investments Holdings, LLC$20.7M1
148Resona Asset Management Co.,Ltd.$20.3M1
149OPPENHEIMER ASSET MANAGEMENT INC.$19.9M1
150Lansforsakringar Fondforvaltning AB (publ)$19.9M1
151AIA Group Ltd$19.7M1
152Verition Fund Management LLC$19.1M1
153Nippon Life Global Investors Americas, Inc.$18.4M1
154PUBLIC SECTOR PENSION INVESTMENT BOARD$18.0M1
155AE Wealth Management LLC$17.7M1
156FIFTH THIRD BANCORP$17.7M1
157Cinctive Capital Management LP$17.6M1
158Arizona State Retirement System$17.4M1
159Weiss Asset Management LP$17.3M1
160Czech National Bank$17.3M1
161JANE STREET GROUP, LLC$16.8M1
162&PARTNERS$16.7M1
163STATE OF MICHIGAN RETIREMENT SYSTEM$16.6M1
164CIBC Asset Management Inc$16.4M1
165Cerity Partners LLC$16.2M1
166FOUNDATIONS INVESTMENT ADVISORS, LLC$16.2M1
167IFM Investors Pty Ltd$16.0M1
168Investment Management Corp of Ontario$15.8M1
169STOREBRAND ASSET MANAGEMENT AS$15.2M1
170AMERICAN CENTURY COMPANIES INC$15.1M1
171ProShare Advisors LLC$14.9M1
172MetLife Investment Management, LLC$14.8M1
173Varma Mutual Pension Insurance Co$14.6M1
174US BANCORP \DE\$14.2M1
175Carnegie Investment Counsel$14.1M1
176BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$14.0M1
177Gotham Asset Management, LLC$14.0M1
178ALLIANZ SE$13.5M1
179Retirement Systems of Alabama$13.5M1
180HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$13.4M1
181SUSQUEHANNA INTERNATIONAL GROUP, LLP$13.2M1
182XPONANCE LLC$12.8M1
183Woodline Partners LP$12.4M1
184CIBC Bancorp USA Inc.$12.3M1
185Man Group plc$12.3M1
186Mirae Asset Global Investments Co., Ltd.$12.2M1
187Eurizon Capital SGR S.p.A.$12.1M1
188O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.0M1
189Daiwa Securities Group Inc.$11.9M1
190Ethic Inc.$11.8M1
191Dakota Wealth Management$11.6M1
192BCWM, LLC$11.6M1
193NISA INVESTMENT ADVISORS, LLC$11.3M1
194TEACHER RETIREMENT SYSTEM OF TEXAS$11.3M1
195Socorro Asset Management LP$11.2M1
196Mariner, LLC$10.8M1
197Sanctuary Advisors, LLC$10.8M1
198SOROS FUND MANAGEMENT LLC$10.5M1
199Swiss Life Asset Management Ltd$10.5M1
200JCP Investment Management, LLC$10.4M1
201Utah Retirement Systems$10.3M1
202USS Investment Management Ltd$10.3M1
203OSAIC HOLDINGS, INC.$10.2M1
204ASR Vermogensbeheer N.V.$10.2M1
205VOYA INVESTMENT MANAGEMENT LLC$10.1M1
206NEOS Investment Management LLC$9.8M1
207SIR Capital Management, L.P.$9.7M1
208Sagefield Capital LP$9.6M1
209Sumitomo Mitsui DS Asset Management Company, Ltd$9.6M1
210FIRST MANHATTAN CO. LLC.$9.5M1
211Susquehanna Portfolio Strategies, LLC$9.5M1
212Rakuten Investment Management, Inc.$9.4M1
213GUGGENHEIM CAPITAL LLC$9.2M1
214WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.1M1
215NEW YORK LIFE INVESTMENT MANAGEMENT LLC$9.0M1
216COMMONWEALTH EQUITY SERVICES, LLC$9.0M1
217American Assets Investment Management, LLC$8.9M1
218Capital International Sarl$8.9M1
219INTACT INVESTMENT MANAGEMENT INC.$8.6M1
220MERCER GLOBAL ADVISORS INC /ADV$8.5M1
221MACKENZIE FINANCIAL CORP$8.4M1
222TRUIST FINANCIAL CORP$8.3M1
223Qsemble Capital Management, LP$8.2M1
224NISSAY ASSET MANAGEMENT CORP /JAPAN$8.1M1
225NATIXIS$8.1M1
226Candriam S.C.A.$8.0M1
227B. Metzler seel. Sohn & Co. AG$8.0M1
228MAI Capital Management$7.8M1
229Elo Mutual Pension Insurance Co$7.6M1
230Vanguard Personalized Indexing Management, LLC$7.5M1
231Metis Global Partners, LLC$7.5M1
232AGF MANAGEMENT LTD$7.4M1
233YOUSIF CAPITAL MANAGEMENT, LLC$7.4M1
234OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.3M1
235Generali Asset Management SPA SGR$7.1M1
236CIBC WORLD MARKET INC.$7.0M1
237Robeco Institutional Asset Management B.V.$6.9M1
238Buck Wealth Strategies, LLC$6.9M1
239FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.9M1
240Aptus Capital Advisors, LLC$6.8M1
241MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.7M1
242CAPITAL INTERNATIONAL LTD /CA/$6.6M1
243CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.5M1
244Walleye Capital LLC$6.5M1
245OP Asset Management Ltd$6.3M1
246PRUDENTIAL PLC$6.3M1
247WORLDQUANT MILLENNIUM ADVISORS LLC$6.2M1
248Pathstone Holdings, LLC$6.2M1
249SevenBridge Financial Group, LLC$6.2M1
250Meiji Yasuda Asset Management Co Ltd.$6.1M1
251AIGEN INVESTMENT MANAGEMENT, LP$6.0M1
252Sequoia Financial Advisors, LLC$6.0M1
253COMMERCE BANK$5.8M1
254Focus Partners Wealth$5.7M1
255UniSuper Management Pty Ltd$5.5M1
256Canada Post Corp Registered Pension Plan$5.5M1
257Oak Grove Capital LLC$5.4M1
258Empowered Funds, LLC$5.3M1
259CCG WEALTH MANAGEMENT, LLC$5.3M1
260Rafferty Asset Management, LLC$5.1M1
261MEYER HANDELMAN CO$5.1M1
262EP Wealth Advisors, LLC$5.1M1
263ABN AMRO INVESTMENT SOLUTIONS$4.9M1
264Alyeska Investment Group, L.P.$4.9M1
265Jain Global LLC$4.8M1
266Skandinaviska Enskilda Banken AB (publ)$4.8M1
267FINANCIAL ADVISORY PARTNERS, LLC$4.7M1
268Capital Group Private Client Services, Inc.$4.7M1
269Parcion Private Wealth LLC$4.7M1
270Werlinich Asset Management, LLC$4.6M1
271FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$4.6M1
272Geneos Wealth Management Inc.$4.6M1
273Kingsview Wealth Management, LLC$4.6M1
274Pure Financial Advisors, LLC$4.5M1
275Wealthfront Advisers LLC$4.3M1
276Cresset Asset Management, LLC$4.2M1
277Norinchukin Bank, The$4.2M1
278Tidal Investments LLC$4.2M1
279INDEPENDENT FINANCIAL GROUP, LLC$4.1M1
280Third View Private Wealth, LLC$4.1M1
281Machina Capital S.A.S.$4.0M1
282MML INVESTORS SERVICES, LLC$4.0M1
283Crossmark Global Holdings, Inc.$3.9M1
284TWO SIGMA INVESTMENTS, LP$3.9M1
285OPPENHEIMER & CO INC$3.9M1
286AG2R LA MONDIALE GESTION D'ACTIFS$3.9M1
287MIZUHO SECURITIES USA LLC$3.8M1
288D.A. DAVIDSON & CO.$3.7M1
289NORDEA INVESTMENT MANAGEMENT AB$3.7M1
290M&T BANK CORP$3.6M1
291Dai-ichi Life Insurance Company, Ltd$3.6M1
292HARTFORD INVESTMENT MANAGEMENT CO$3.6M1
293Harrison Street Private Wealth LLC$3.6M1
294BLAIR WILLIAM & CO/IL$3.6M1
295LAZARD ASSET MANAGEMENT LLC$3.6M1
296Prospera Financial Services Inc$3.6M1
297Assenagon Asset Management S.A.$3.5M1
298Watchtower Advisors, LP$3.5M1
299WESTWOOD HOLDINGS GROUP INC$3.4M1
300CWM, LLC$3.4M1
301KEYBANK NATIONAL ASSOCIATION/OH$3.4M1
302Caprock Group, LLC$3.3M1
303MITCHELL & PAHL PRIVATE WEALTH, LLC$3.1M1
304Vestmark Advisory Solutions, Inc.$3.1M1
305Orion Porfolio Solutions, LLC$3.1M1
306HOHIMER WEALTH MANAGEMENT, LLC$3.0M1
307Allianz Asset Management GmbH$3.0M1
308BENJAMIN EDWARDS INC$2.9M1
309INTECH INVESTMENT MANAGEMENT LLC$2.9M1
310Hennion & Walsh Asset Management, Inc.$2.8M1
311Lombard Odier Asset Management (Switzerland) SA$2.7M1
312BANQUE PICTET & CIE SA$2.7M1
313Diversified Trust Co$2.7M1
314Equitable Holdings, Inc.$2.7M1
315Cullen Capital Management, LLC$2.7M1
316Vident Advisory, LLC$2.6M1
317MidFirst Bank$2.6M1
318FIL Ltd$2.6M1
319MUFG Securities EMEA plc$2.6M1
320FRG Family Wealth Advisors LLC$2.6M1
321EVOKE WEALTH, LLC$2.6M1
322NewEdge Wealth, LLC$2.6M1
323Texas Yale Capital Corp.$2.4M1
324PANAGORA ASSET MANAGEMENT INC$2.4M1
325ABS Direct Equity Fund LLC$2.4M1
326Atria Investments, Inc$2.4M1
327Independent Solutions Wealth Management, LLC$2.4M1
328NewEdge Advisors, LLC$2.4M1
329Lido Advisors, LLC$2.4M1
330XTX Topco Ltd$2.4M1
331LAZARI CAPITAL MANAGEMENT, INC.$2.4M1
332Saudi Central Bank$2.3M1
333J. Safra Sarasin Holding AG$2.3M1
334Orin Green Financial, LLC$2.3M1
335FLPUTNAM INVESTMENT MANAGEMENT CO$2.3M1
336Perigon Wealth Management, LLC$2.3M1
337FOUNDERS FINANCIAL SECURITIES LLC$2.2M1
338Callan Family Office, LLC$2.2M1
339Mutual Advisors, LLC$2.2M1
340Alaethes Wealth, LLC$2.2M1
341TOKIO MARINE ASSET MANAGEMENT CO LTD$2.2M1
342HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$2.2M1
343PROFUND ADVISORS LLC$2.2M1
344Concurrent Investment Advisors, LLC$2.1M1
345EFG International AG$2.1M1
346Merit Financial Group, LLC$2.1M1
347Summit Trail Advisors, LLC$2.1M1
348Banque Cantonale Vaudoise$2.1M1
349WESTPAC BANKING CORP$2.1M1
350Advisor Resource Council$2.1M1
351Empirical Finance, LLC$2.1M1
352MKT Advisors LLC$2.0M1
353Tower Research Capital LLC (TRC)$2.0M1
354HB Wealth Management, LLC$2.0M1
355NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
356Petix & Botte Co$2.0M1
357CHOREO, LLC$2.0M1
358NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0M1
359Laird Norton Wetherby Trust Company, LLC$2.0M1
360BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.9M1
361CHILTON CAPITAL MANAGEMENT LLC$1.9M1
362Stablepoint Partners, LLC$1.9M1
363Financial Alternatives, Inc$1.9M1
364GREENWOOD CAPITAL ASSOCIATES LLC$1.9M1
365North Dakota State Investment Board$1.8M1
366Spinnaker Investment Group, LLC$1.8M1
367Advisors Asset Management, Inc.$1.8M1
368Enhancing Capital LLC$1.8M1
369MOODY NATIONAL BANK TRUST DIVISION$1.8M1
370SPIREPOINT PRIVATE CLIENT, LLC$1.8M1
371MUFG SECURITIES AMERICAS INC.$1.8M1
372Meiji Yasuda Life Insurance Co$1.7M1
373UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
374Dynamic Advisor Solutions LLC$1.7M1
375Kestra Advisory Services, LLC$1.7M1
376SECURIAN ASSET MANAGEMENT, INC$1.7M1
377Atlantic Union Bankshares Corp$1.7M1
378Squarepoint Ops LLC$1.7M1
379Brookmont Capital Management$1.7M1
380Beacon Pointe Advisors, LLC$1.6M1
381AXQ CAPITAL, LP$1.6M1
382NOMURA HOLDINGS INC$1.6M1
383Steward Partners Investment Advisory, LLC$1.6M1
384Apriem Advisors$1.6M1
385Meeder Advisory Services, Inc.$1.6M1
386COLDSTREAM CAPITAL MANAGEMENT INC$1.5M1
387ELEVATION POINT WEALTH PARTNERS, LLC$1.5M1
388Havemeyer Place LP$1.5M1
389MGO ONE SEVEN LLC$1.5M1
390CENTRAL TRUST Co$1.5M1
391SCP Investment, LP$1.5M1
392COOKSON PEIRCE & CO INC$1.5M1
393LGT Group Foundation$1.5M1
394SWP FINANCIAL LLC$1.5M1
395TOUNJIAN ADVISORY PARTNERS, LLC$1.5M1
396OFI INVEST ASSET MANAGEMENT$1.4M1
397Sowell Financial Services LLC$1.4M1
398Richard Bernstein Advisors LLC$1.4M1
399Baird Financial Group, Inc.$1.4M1
400Patriot Financial Group Insurance Agency, LLC$1.4M1
401Allworth Financial LP$1.4M1
402Highview Capital Management LLC/DE/$1.4M1
403ALPS ADVISORS INC$1.4M1
404UMB Bank, n.a.$1.4M1
405DEFINED WEALTH MANAGEMENT, LLC$1.4M1
406Covalis Capital LLP$1.4M1
407Linscomb Wealth, Inc.$1.4M1
408Waverly Advisors, LLC$1.4M1
409Snowden Capital Advisors LLC$1.4M1
410Ascent Group, LLC$1.4M1
411Quadrature Capital Ltd$1.4M1
412DLK Investment Management, LLC$1.3M1
413CLIFFORD SWAN INVESTMENT COUNSEL LLC$1.3M1
414Bleakley Financial Group, LLC$1.3M1
415Stratos Wealth Partners, LTD.$1.3M1
416DRW Securities, LLC$1.3M1
417Ascentis Independent Advisors$1.2M1
418Krilogy Financial LLC$1.2M1
419Vontobel Holding Ltd.$1.2M1
420Lighthouse Investment Partners, LLC$1.2M1
421PRINCIPAL SECURITIES, INC.$1.2M1
422KORNITZER CAPITAL MANAGEMENT INC /KS$1.2M1
423Wealth Enhancement Trust Services, Inc.$1.2M1
424TI-TRUST, INC$1.2M1
425QRG CAPITAL MANAGEMENT, INC.$1.2M1
426MASTERINVEST Kapitalanlage GmbH$1.1M1
427SIGNATUREFD, LLC$1.1M1
428Applied Finance Capital Management, LLC$1.1M1
429Apollon Wealth Management, LLC$1.1M1
430TEMA ETFS LLC$1.1M1
431FIDUCIARY TRUST CO$1.1M1
432Cooper Financial Group$1.1M1
433West Wealth Group, LLC$1.1M1
434NorthRock Partners, LLC$1.0M1
435Capital Group Investment Management Pte. Ltd.$1.0M1
436IAMS WEALTH MANAGEMENT, LLC$1.0M1
437Savvy Advisors, Inc.$1.0M1
438LETSON INVESTMENT MANAGEMENT, INC.$991K1
439Van Hulzen Asset Management, LLC$991K1
440AMI ASSET MANAGEMENT CORP$979K1
441CHICAGO TRUST Co NA$979K1
442Procyon Advisors, LLC$969K1
443OneDigital Investment Advisors LLC$968K1
444EVENTIDE ASSET MANAGEMENT, LLC$967K1
445Forvis Mazars Wealth Advisors, LLC$960K1
446EntryPoint Capital, LLC$954K1
447Indivisible Partners$952K1
448Larson Financial Group LLC$950K1
449Ipsen Advisor Group LLC$942K1
450Savant Capital, LLC$930K1
451Westmount Partners, LLC$918K1
452Envestnet Portfolio Solutions, Inc.$913K1
453Independent Advisor Alliance$911K1
454Gradient Investments LLC$907K1
455Siemens Fonds Invest GmbH$901K1
456Smartleaf Asset Management LLC$895K1
457Hartford Funds Management Co LLC$891K1
458SILVIA MCCOLL WEALTH MANAGEMENT, LLC$890K1
459Private Advisor Group, LLC$889K1
460Mendel Money Management$882K1
461MONETA GROUP INVESTMENT ADVISORS LLC$879K1
462REGIONS FINANCIAL CORP$878K1
463QUADRANT CAPITAL GROUP LLC$866K1
464Generali Investments, Management Co LLC$866K1
465IEQ CAPITAL, LLC$850K1
466Quotient Wealth Partners, LLC$844K1
467Claro Advisors Inc.$833K1
468SCOTIA CAPITAL INC.$825K1
469GTS SECURITIES LLC$822K1
470Altshuler Shaham Ltd$818K1
471BAKER TILLY WEALTH MANAGEMENT, LLC$812K1
472IMC-Chicago, LLC$801K1
473Compound Planning, Inc.$798K1
474KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$793K1
475Grove Bank & Trust$791K1
476SALEM INVESTMENT COUNSELORS INC$790K1
477KESTRA PRIVATE WEALTH SERVICES, LLC$785K1
478SHELTON WEALTH MANAGEMENT, LLC$775K1
479Ignite Planners, LLC$771K1
480Advisor OS, LLC$765K1
481Chicago Partners Investment Group LLC$765K1
482Mesirow Financial Investment Management, Inc.$765K1
483Sompo Asset Management Co., Ltd.$740K1
484Advisory Alpha, LLC$732K1
485Capital Investment Advisors, LLC$730K1
486AXXCESS WEALTH MANAGEMENT, LLC$729K1
487Avantax Planning Partners, Inc.$720K1
488SHELTON CAPITAL MANAGEMENT$711K1
489WEST PACES ADVISORS INC.$707K1
490POTOMAC FUND MANAGEMENT INC /ADV$704K1
491Vise Technologies, Inc.$702K1
492SAGESPRING WEALTH PARTNERS, LLC$700K1
493Octavia Wealth Advisors, LLC$695K1
494Byrne Asset Management LLC$690K1
495Jacobi Capital Management LLC$684K1
496Frec Markets, Inc.$679K1
497World Investment Advisors$674K1
498Town & Country Bank & Trust CO dba First Bankers Trust CO$672K1
499Safeguard Investment Advisory Group, LLC$671K1
500Excelsior Advisor Network LLC$658K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 4 sell
Congress net ($ bound)−$58.0K to $26.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SRE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SRE
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SRE · financials and macro

Financials — as filed PLANNED

SRE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SRE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing