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 |
|---|---|---|---|---|---|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
10,876
shares
|
$873,560
0.01% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
10,807
shares
|
$868,018
0.15% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
10,721
shares
|
$861,110
0.0% of portfolio
|
Q1 2024
Reduced 75.5%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
10,680
shares
|
$857,817
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
10,614
shares
|
$852,516
0.01% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
10,592
shares
|
$850,749
0.05% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,570
shares
|
$848,982
0.03% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,555
shares
|
$847,777
0.01% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
10,533
shares
|
$846,010
0.05% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,515
shares
|
$844,564
0.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
10,354
shares
|
$831,633
0.03% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
10,344
shares
|
$830,830
0.36% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
10,288
shares
|
$826,332
0.06% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,253
shares
|
$823,520
0.01% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
10,250
shares
|
$823,279
0.09% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,238
shares
|
$822,316
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,200
shares
|
$819,263
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
10,095
shares
|
$810,830
0.21% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
10,077
shares
|
$809,384
0.14% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
10,045
shares
|
$806,814
0.07% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
10,036
shares
|
$806,091
0.1% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
9,874
shares
|
$793,079
0.21% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,840
shares
|
$790,348
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
9,794
shares
|
$786,654
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,790
shares
|
$786,332
0.13% of portfolio
|
Q1 2025
Added 60.23%
|