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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
24,840
shares
|
$2 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
24,542
shares
|
$1.97 Million
0.09% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
24,496
shares
|
$1.97 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
24,228
shares
|
$1.95 Million
0.69% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
23,982
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
23,860
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.58%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
23,489
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
23,470
shares
|
$1.89 Million
0.71% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
23,136
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
23,070
shares
|
$1.85 Million
0.61% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,884
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2023
Reduced 86.0%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
22,746
shares
|
$1.83 Million
0.11% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
22,597
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
22,561
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,484
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
Added 454.34%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
21,944
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
21,860
shares
|
$1.76 Million
0.09% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
21,786
shares
|
$1.75 Million
0.42% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
21,577
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
21,260
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
21,220
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
21,009
shares
|
$1.69 Million
0.36% of portfolio
|
Q2 2025
Reduced 38.79%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
21,000
shares
|
$1.69 Million
0.34% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
21,000
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
20,804
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Added 3.27%
|