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 |
|---|---|---|---|---|---|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
5,022
shares
|
$403,367
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,001
shares
|
$401,680
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,999
shares
|
$401,519
0.02% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,990
shares
|
$400,796
0.03% of portfolio
|
Q2 2025
Added 76.95%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
4,986
shares
|
$400,475
0.09% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,938
shares
|
$396,620
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,921
shares
|
$395,254
0.03% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,919
shares
|
$395,094
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
4,911
shares
|
$394,451
0.02% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,910
shares
|
$394,371
0.13% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
4,901
shares
|
$393,648
0.01% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,886
shares
|
$392,443
0.02% of portfolio
|
Q2 2025
Added 45.59%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
4,867
shares
|
$390,917
0.1% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,856
shares
|
$390,033
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,854
shares
|
$389,873
0.01% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
4,804
shares
|
$385,857
0.03% of portfolio
|
Q2 2025
Added 60.78%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
4,799
shares
|
$385,455
0.03% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,792
shares
|
$384,893
0.16% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,789
shares
|
$384,652
0.09% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,783
shares
|
$384,170
0.36% of portfolio
|
Q2 2022
Added 7.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,767
shares
|
$382,885
0.01% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,758
shares
|
$382,162
0.07% of portfolio
|
Q4 2022
Reduced 46.51%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,750
shares
|
$381,519
0.03% of portfolio
|
Q3 2023
Added 117.89%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
4,738
shares
|
$380,556
0.02% of portfolio
|
Q1 2025
Added 87.72%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,735
shares
|
$380,315
0.02% of portfolio
|
Q2 2025
Added 5.6%
|