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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
9,747
shares
|
$782,879
0.02% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,691
shares
|
$778,381
0.08% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,674
shares
|
$777,015
0.07% of portfolio
|
Q2 2025
Reduced 86.95%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
9,647
shares
|
$774,847
0.56% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,646
shares
|
$774,766
0.02% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
9,600
shares
|
$771,071
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
9,563
shares
|
$768,100
0.07% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,391
shares
|
$754,285
0.01% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
9,344
shares
|
$750,510
0.07% of portfolio
|
Q2 2025
Reduced 87.74%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
9,341
shares
|
$750,269
0.01% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
9,296
shares
|
$746,654
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
9,266
shares
|
$744,245
0.0% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
9,239
shares
|
$742,076
0.02% of portfolio
|
Q2 2025
Reduced 88.44%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,205
shares
|
$739,345
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
9,160
shares
|
$735,731
0.0% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
9,136
shares
|
$733,803
0.5% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
9,126
shares
|
$733,000
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
9,093
shares
|
$730,349
0.04% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,036
shares
|
$725,771
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
8,952
shares
|
$719,024
0.06% of portfolio
|
Q2 2025
Added 1837.66%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
8,875
shares
|
$712,839
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
8,800
shares
|
$706,815
0.11% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
8,743
shares
|
$702,237
0.0% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
8,732
shares
|
$701,354
0.02% of portfolio
|
Q2 2025
Reduced 62.54%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,648
shares
|
$694,607
0.12% of portfolio
|
Q1 2024
Added 255.59%
|