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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
36,120
shares
|
$2.9 Million
0.05% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
35,870
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.1%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
35,477
shares
|
$2.85 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
35,370
shares
|
$2.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
35,120
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
34,995
shares
|
$2.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
34,669
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
34,400
shares
|
$2.76 Million
0.05% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
34,292
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
34,246
shares
|
$2.75 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
34,096
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
33,481
shares
|
$2.69 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,314
shares
|
$2.68 Million
2.33% of portfolio
|
Q3 2022
Added 24.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
33,214
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
33,067
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 95.51%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
32,803
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
32,786
shares
|
$2.63 Million
0.09% of portfolio
|
Q2 2025
Added 31.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
32,775
shares
|
$2.63 Million
0.2% of portfolio
|
Q2 2025
Reduced 54.02%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,647
shares
|
$2.62 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
32,442
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
32,268
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
31,860
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 31.42%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
31,336
shares
|
$2.52 Million
0.04% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
30,461
shares
|
$2.45 Million
1.04% of portfolio
|
Q1 2024
Reduced 33.14%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
30,352
shares
|
$2.44 Million
1.06% of portfolio
|
Q2 2025
Added 3.83%
|