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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
7,474
shares
|
$600,311
0.3% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
7,407
shares
|
$594,930
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,380
shares
|
$592,761
0.21% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
7,314
shares
|
$587,460
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
7,277
shares
|
$584,488
0.12% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
7,240
shares
|
$581,516
0.05% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
7,209
shares
|
$579,026
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
7,182
shares
|
$576,858
0.39% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
7,175
shares
|
$576,296
0.41% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
7,143
shares
|
$573,725
0.0% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,137
shares
|
$573,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,130
shares
|
$572,681
0.08% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,130
shares
|
$572,681
0.01% of portfolio
|
Q2 2025
Added 125.85%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,039
shares
|
$565,372
0.15% of portfolio
|
Q3 2022
Reduced 12.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,039
shares
|
$565,372
0.0% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
6,994
shares
|
$561,758
0.06% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
6,941
shares
|
$557,501
0.04% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
6,870
shares
|
$551,798
0.06% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
6,867
shares
|
$551,557
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
6,856
shares
|
$550,673
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
6,835
shares
|
$548,987
0.41% of portfolio
|
Q2 2025
Added 73.92%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
6,798
shares
|
$546,015
0.19% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,769
shares
|
$543,686
0.27% of portfolio
|
Q4 2022
Added 5.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,734
shares
|
$540,874
0.02% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,727
shares
|
$540,312
0.14% of portfolio
|
Q2 2025
Reduced 36.1%
|