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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
8,543
shares
|
$686,173
0.0% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
8,538
shares
|
$685,772
0.01% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,522
shares
|
$684,487
0.11% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
8,515
shares
|
$683,924
0.06% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
8,476
shares
|
$680,792
0.31% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
8,472
shares
|
$680,471
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,443
shares
|
$678,141
0.09% of portfolio
|
Q2 2022
Reduced 0.57%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
8,281
shares
|
$665,129
0.02% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
8,245
shares
|
$662,238
0.26% of portfolio
|
Q2 2025
Added 105.97%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
8,225
shares
|
$660,632
0.01% of portfolio
|
Q2 2025
Added 74.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
8,182
shares
|
$657,178
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,182
shares
|
$657,178
0.02% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,175
shares
|
$656,616
0.01% of portfolio
|
Q2 2025
Reduced 65.05%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
8,128
shares
|
$652,840
0.13% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
8,080
shares
|
$648,985
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
8,029
shares
|
$644,889
0.07% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,922
shares
|
$636,295
0.01% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,798
shares
|
$626,335
0.02% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,778
shares
|
$624,728
0.02% of portfolio
|
Q2 2025
Added 40.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,677
shares
|
$616,616
0.07% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,674
shares
|
$616,375
0.03% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,665
shares
|
$615,652
0.0% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,605
shares
|
$610,833
0.01% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,551
shares
|
$606,496
0.38% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
7,485
shares
|
$601,195
0.08% of portfolio
|
Q2 2025
Reduced 12.46%
|