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Sempra

Institutional position changes, all quarters

322 moves

ActionInstitutionQuarterΔ sharesΔ %Held afterFlowImpact
AddedBlackRock, Inc.Jun 30, 2026+2,796,552+4.9%60,280,191$259.27Mhigh
NewONTARIO TEACHERS PENSION PLAN BOARDJun 30, 2026+2,075,296New2,075,296$192.40Mhigh
AddedSTATE STREET CORPORATIONJun 30, 2026+1,181,583+3.2%37,992,032$110.30Mhigh
AddedDEUTSCHE BANK AGJun 30, 2026+508,933+5.6%9,671,008$47.18Mmedium
AddedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026+238,363+15%1,829,061$22.10Mmedium
ExitedFORSTA AP-FONDENJun 30, 2026-141,300-100%0$12.48Mmedium
TrimmedCCG WEALTH MANAGEMENT, LLCJun 30, 2026-42,315-88%5,639$3.95Mlow
AddedLPL Financial LLCJun 30, 2026+35,825+4.7%802,616$3.32Mlow
AddedEnergy Income Partners, LLCJun 30, 2026+27,326+2.0%1,370,004$2.53Mlow
TrimmedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026-24,487-70%10,483$2.27Mlow
TrimmedRNC CAPITAL MANAGEMENT LLCJun 30, 2026-21,471-3.5%584,704$1.99Mlow
NewSCP Investment, LPJun 30, 2026+17,600New17,600$1.63Mlow
AddedDakota Wealth ManagementJun 30, 2026+15,427+14%126,041$1.43Mlow
TrimmedTOUNJIAN ADVISORY PARTNERS, LLCJun 30, 2026-15,285-98%293$1.42Mlow
NewQuadrature Capital LtdJun 30, 2026+11,273New11,273$1.05Mlow
ExitedWINTON GROUP LtdJun 30, 2026-7,500-100%0$662.2Klow
AddedWealthfront Advisers LLCJun 30, 2026+5,334+14%42,756$494.5Klow
TrimmedMidFirst BankJun 30, 2026-4,345-14%27,096$402.8Klow
AddedThe PNC Financial Services Group, Inc.Jun 30, 2026+3,817+3.2%123,593$353.9Klow
NewMQS Management LLCJun 30, 2026+3,538New3,538$328.0Klow
AddedLido Advisors, LLCJun 30, 2026+3,420+17%23,947$319.1Klow
AddedMML INVESTORS SERVICES, LLCJun 30, 2026+3,308+7.2%49,527$306.7Klow
NewMain Street Financial Solutions, LLCJun 30, 2026+3,258New3,258$302.1Klow
NewMeadowbrook Advisors Group, LLCJun 30, 2026+3,023New3,023$280.3Klow
TrimmedArizona State Retirement SystemJun 30, 2026-2,878-1.6%181,287$266.8Klow
TrimmedMeeder Advisory Services, Inc.Jun 30, 2026-2,631-17%12,571$243.9Klow
NewPhillips Wealth Planners LLCJun 30, 2026+2,219New2,219$209.9Klow
NewEthos Financial Group, LLCJun 30, 2026+2,252New2,252$208.8Klow
TrimmedVictory Capital Management, Inc.Jun 30, 2026-1,821-0.8%215,639$168.8Klow
TrimmedSigma Planning CorpJun 30, 2026-1,446-37%2,482$134.0Klow
ExitedAlphaQuest LLCJun 30, 2026-982-100%0$86.7Klow
AddedTRUST CO OF VERMONTJun 30, 2026+915+94%1,891$84.8Klow
TrimmedSG Americas Securities, LLCJun 30, 2026-713,720-81%170,922$66.2Klow
AddedPallas Capital Advisors LLCJun 30, 2026+678+14%5,454$62.9Klow
TrimmedOneDigital Investment Advisors LLCJun 30, 2026-604-5.8%9,780$56.0Klow
TrimmedQuent Capital, LLCJun 30, 2026-518-39%812$48.0Klow
TrimmedRWA WEALTH PARTNERS, LLCJun 30, 2026-391-12%2,970$36.2Klow
ExitedBoard of the Pension Protection FundJun 30, 2026-400-100%0$35.3Klow
AddedPerigon Wealth Management, LLCJun 30, 2026+310+1.3%23,682$28.7Klow
AddedCVA Family Office, LLCJun 30, 2026+272+17%1,869$25.2Klow
TrimmedMEEDER ASSET MANAGEMENT INCJun 30, 2026-265-100%1$24.6Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-230-100%0$22.3Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+165+24%845$15.3Klow
AddedBell Investment Advisors, IncJun 30, 2026+121+83%267$11.2Klow
TrimmedSalomon & Ludwin, LLCJun 30, 2026-119-29%287$10.9Klow
AddedPinnacle Wealth Planning Services, Inc.Jun 30, 2026+89+12%806$8.3Klow
AddedOccidental Asset Management, LLCJun 30, 2026+84+2.0%4,241$7.8Klow
TrimmedIMG Wealth Management, Inc.Jun 30, 2026-33-26%95$3.1Klow
NewLloyd Advisory Services, LLC.Jun 30, 2026+20New20$1.9Klow
NewSITTNER & NELSON, LLCJun 30, 2026+8New8$742low
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