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 |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,384
shares
|
$352,122
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
4,364
shares
|
$350,516
0.04% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,351
shares
|
$349,472
0.04% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,337
shares
|
$348,347
0.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
4,281
shares
|
$343,849
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
4,244
shares
|
$340,878
0.13% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
4,214
shares
|
$338,468
0.02% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
4,185
shares
|
$336,139
0.14% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
4,175
shares
|
$335,336
0.06% of portfolio
|
Q2 2025
Reduced 29.32%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
4,173
shares
|
$335,175
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,169
shares
|
$334,854
0.07% of portfolio
|
Q2 2023
Added 3.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
4,168
shares
|
$334,773
0.05% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
4,138
shares
|
$332,364
0.16% of portfolio
|
Q1 2025
Reduced 32.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,124
shares
|
$331,239
0.02% of portfolio
|
Q4 2023
Reduced 9.62%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,123
shares
|
$331,159
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
4,120
shares
|
$330,918
0.2% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
4,115
shares
|
$330,516
0.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,052
shares
|
$325,456
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
4,036
shares
|
$324,171
0.11% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,020
shares
|
$322,886
0.18% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$321,280
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
3,989
shares
|
$320,396
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
3,980
shares
|
$319,673
0.0% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,957
shares
|
$317,826
0.02% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
3,954
shares
|
$317,585
0.07% of portfolio
|
Q2 2025
Added 0.33%
|