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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
15,752
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,752
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,477
shares
|
$1.24 Million
0.43% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
15,313
shares
|
$1.23 Million
0.64% of portfolio
|
Q4 2023
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
15,299
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 16.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
15,157
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Added 207.01%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,137
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
15,098
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,086
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.88%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
15,033
shares
|
$1.21 Million
0.82% of portfolio
|
Q2 2024
Reduced 30.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,019
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
14,745
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,699
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,687
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
14,666
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
14,663
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,656
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 35.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,516
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
14,477
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
14,453
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 28.91%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
14,449
shares
|
$1.16 Million
0.39% of portfolio
|
Q2 2025
Added 70.17%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
14,447
shares
|
$1.16 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
14,440
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
14,390
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2025
Added 77.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
14,349
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 3.15%
|