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 |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
4,682
shares
|
$376,058
0.19% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,680
shares
|
$375,897
0.02% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
4,673
shares
|
$375,335
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
4,662
shares
|
$374,451
0.13% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,653
shares
|
$373,728
0.03% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,639
shares
|
$372,604
0.01% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
4,632
shares
|
$372,042
0.08% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,629
shares
|
$371,801
0.01% of portfolio
|
Q2 2025
Added 35.79%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
4,616
shares
|
$370,757
0.11% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
4,607
shares
|
$370,034
0.04% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,603
shares
|
$369,712
0.08% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,600
shares
|
$369,471
0.16% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
4,600
shares
|
$369,471
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
4,558
shares
|
$366,098
0.02% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,528
shares
|
$363,688
0.01% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,528
shares
|
$363,688
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
4,500
shares
|
$361,439
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
4,484
shares
|
$360,154
0.3% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,481
shares
|
$359,913
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
4,479
shares
|
$359,753
0.02% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,477
shares
|
$359,592
0.01% of portfolio
|
Q2 2025
Added 56.54%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,409
shares
|
$354,130
0.03% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,409
shares
|
$354,130
0.0% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
4,401
shares
|
$353,488
0.12% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,396
shares
|
$353,086
0.02% of portfolio
|
Q4 2024
Added 2.66%
|