Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,302 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $46.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
57,396
shares
|
$4.61 Million
0.16% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
56,694
shares
|
$4.55 Million
0.05% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
56,451
shares
|
$4.53 Million
0.05% of portfolio
|
Q2 2025
Added 24.09%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
56,300
shares
|
$4.52 Million
2.33% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
56,261
shares
|
$4.52 Million
0.08% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
56,050
shares
|
$4.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
55,907
shares
|
$4.49 Million
0.82% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
54,998
shares
|
$4.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
54,345
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
54,055
shares
|
$4.34 Million
0.1% of portfolio
|
Q2 2025
Added 59.89%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
53,260
shares
|
$4.28 Million
0.04% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
52,210
shares
|
$4.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
51,921
shares
|
$4.17 Million
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
51,376
shares
|
$4.13 Million
0.04% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
51,275
shares
|
$4.12 Million
0.01% of portfolio
|
Q2 2025
Added 58.28%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
51,213
shares
|
$4.11 Million
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
50,716
shares
|
$4.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
48,907
shares
|
$3.93 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
48,441
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
47,914
shares
|
$3.85 Million
1.95% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
47,884
shares
|
$3.85 Million
0.19% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
47,816
shares
|
$3.84 Million
0.57% of portfolio
|
Q1 2024
Added 12.46%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
46,641
shares
|
$3.75 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
46,108
shares
|
$3.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
44,488
shares
|
$3.57 Million
0.03% of portfolio
|
Q2 2025
Added 40.76%
|