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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
18,537
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
18,467
shares
|
$1.48 Million
0.16% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
18,444
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,251
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 62.88%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
18,246
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
18,191
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
18,167
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
17,538
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
17,238
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
17,230
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
17,226
shares
|
$1.38 Million
0.84% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
17,150
shares
|
$1.38 Million
0.28% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
17,030
shares
|
$1.37 Million
0.37% of portfolio
|
Q2 2025
Added 254.64%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
16,994
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
16,943
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.19%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
16,890
shares
|
$1.36 Million
0.97% of portfolio
|
Q2 2025
Added 673.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
16,778
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
16,694
shares
|
$1.34 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
16,678
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
16,220
shares
|
$1.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
16,143
shares
|
$1.3 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
16,000
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,994
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
15,828
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
15,803
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.67%
|