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 |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
6,677
shares
|
$536,296
0.05% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,645
shares
|
$533,726
0.23% of portfolio
|
Q2 2025
Added 107.14%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,638
shares
|
$533,164
0.08% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,637
shares
|
$533,083
0.03% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,567
shares
|
$527,461
0.03% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,534
shares
|
$524,810
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,506
shares
|
$522,561
0.05% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
6,493
shares
|
$521,517
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
6,443
shares
|
$517,501
0.12% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,443
shares
|
$517,501
0.05% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
6,435
shares
|
$516,859
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
6,425
shares
|
$516,055
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
6,421
shares
|
$515,734
0.0% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
6,359
shares
|
$510,754
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
6,358
shares
|
$510,674
0.08% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
6,341
shares
|
$509,309
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,327
shares
|
$508,184
0.02% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,308
shares
|
$506,658
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
6,297
shares
|
$505,775
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,259
shares
|
$502,722
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
6,255
shares
|
$502,401
0.14% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
6,222
shares
|
$499,751
0.06% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,214
shares
|
$499,108
0.06% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,205
shares
|
$498,385
0.23% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
6,193
shares
|
$497,421
0.01% of portfolio
|
Q2 2025
Added 92.81%
|