$SRE is held by 25 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.22%, with an average of 0.29% of portfolio. Largest holder: ANTIPODES PARTNERS Ltd at 3.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SEMPRA ENERGY
13F holders
1,223
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,223 · Source: 13F-HR01
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
—
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02
Litman Gregory Wealth Management LLC
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03
Axa S.a.
—
—
04
State Street
—
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05
Bank of Nova Scotia Trust Co.
—
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06
Geneva Partners, LLC
—
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07
ProShare Advisors LLC
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08
US Bancorp De
—
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09
Menlo Advisors LLC
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10
Evergreen Capital Management LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
25 holders · Q1 202601
ANTIPODES PARTNERS Ltd
3.22% held
α +10.8pts
02
Aigen Investment Management, LP
1.55% NEW
α +50.5pts
03
Wellington Management Group LLP
0.84% held
α +10.5pts
04
Oak Grove Capital LLC
0.46% NEW
α +23.3pts
05
Independent Solutions Wealth Management, LLC
0.35% NEW
α +19.1pts
06
ELCO Management Co., LLC
0.24% NEW
α +10.8pts
07
NerdWallet Wealth Partners, LLC
0.11% NEW
α +11.3pts
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.10% NEW
α +27.5pts
09
Erste Asset Management GmbH
0.09% held
α +33.4pts
10
Linscomb Wealth, Inc.
0.06% held
α +32.6pts
11
Corsicana & Co.
0.06% held
α +20.0pts
12
Nisa Investment Advisors, LLC
0.04% held
α +16.6pts
13
Impact Partnership Wealth, LLC
0.04% held
α +10.3pts
14
Citigroup Inc.
0.03% held
α +26.3pts
15
Banque Pictet & Cie SA
0.02% held
α +10.3pts
16
Principal Securities, Inc.
0.02% held
α +21.3pts
17
Eventide Asset Management, LLC
0.02% held
α +22.5pts
18
Fiduciary Alliance LLC
0.02% held
α +16.8pts
19
Knightsbridge Asset Management, LLC
0.01% held
α +24.2pts
20
Collier Financial
0.01% held
α +14.2pts
21
Fulton Bank, N.a.
0.01% held
α +23.8pts
22
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
23
Level Financial Advisors
0.00% held
α +30.9pts
24
Scopia Capital Management LP
0.00% held
α +10.2pts
25
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
29 transactions · 15 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
14 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SRE lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SRE — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:19 UTC.