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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
42,886
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
41,249
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
40,883
shares
|
$3.28 Million
0.06% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
40,878
shares
|
$3.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
40,800
shares
|
$3.28 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
40,595
shares
|
$3.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
40,348
shares
|
$3.24 Million
4.31% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
39,356
shares
|
$3.16 Million
0.24% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
39,305
shares
|
$3.16 Million
0.1% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
39,200
shares
|
$3.15 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
38,901
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.38%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
38,800
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.04%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
38,796
shares
|
$3.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
38,789
shares
|
$3.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
38,607
shares
|
$3.1 Million
0.04% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,540
shares
|
$3.1 Million
0.11% of portfolio
|
Q3 2023
Added 94.07%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
38,265
shares
|
$3.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,222
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
37,957
shares
|
$3.05 Million
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
37,806
shares
|
$3.04 Million
0.43% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
37,114
shares
|
$2.98 Million
0.05% of portfolio
|
Q1 2022
Reduced 19.18%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
36,978
shares
|
$2.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
36,858
shares
|
$2.96 Million
0.29% of portfolio
|
Q3 2023
Added 100.57%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
36,853
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
36,497
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Added 352.37%
|