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 |
|---|---|---|---|---|---|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
5,608
shares
|
$450,434
0.12% of portfolio
|
Q2 2025
Reduced 71.96%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
5,600
shares
|
$449,791
0.3% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
5,600
shares
|
$449,791
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
5,594
shares
|
$449,310
0.04% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,573
shares
|
$447,623
0.01% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,510
shares
|
$442,563
0.0% of portfolio
|
Q2 2025
Added 76.89%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
5,504
shares
|
$442,081
0.01% of portfolio
|
Q2 2025
Reduced 89.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,425
shares
|
$435,735
0.01% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,347
shares
|
$429,471
0.13% of portfolio
|
Q3 2023
Added 99.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,329
shares
|
$428,025
0.01% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,317
shares
|
$427,061
0.0% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
5,282
shares
|
$424,250
0.01% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,280
shares
|
$424,089
0.03% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
5,267
shares
|
$423,045
0.0% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
5,219
shares
|
$419,190
0.08% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,210
shares
|
$418,467
0.01% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,192
shares
|
$417,021
0.01% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
5,158
shares
|
$414,290
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,154
shares
|
$413,969
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,131
shares
|
$412,121
0.04% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
5,130
shares
|
$412,041
0.54% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
5,129
shares
|
$411,961
0.01% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
5,071
shares
|
$407,302
0.08% of portfolio
|
Q2 2025
Added 37.47%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
5,035
shares
|
$404,411
0.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,023
shares
|
$403,447
0.15% of portfolio
|
Q2 2025
Reduced 1.63%
|