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 |
|---|---|---|---|---|---|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
3,935
shares
|
$316,059
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,929
shares
|
$315,577
0.06% of portfolio
|
Q2 2025
Added 118.28%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,914
shares
|
$314,372
0.17% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
3,899
shares
|
$313,167
0.02% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,876
shares
|
$311,320
0.01% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
3,875
shares
|
$311,240
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,866
shares
|
$310,517
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,851
shares
|
$309,312
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
3,843
shares
|
$308,669
0.14% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,832
shares
|
$307,786
0.02% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
3,824
shares
|
$307,143
0.01% of portfolio
|
Q2 2025
Reduced 68.4%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
3,818
shares
|
$306,661
0.07% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,810
shares
|
$306,019
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
3,798
shares
|
$305,055
0.01% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,798
shares
|
$305,055
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
3,798
shares
|
$305,055
0.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
3,794
shares
|
$304,734
0.23% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,774
shares
|
$303,127
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
3,739
shares
|
$300,316
0.24% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
3,738
shares
|
$300,236
0.0% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,729
shares
|
$299,513
0.1% of portfolio
|
Q3 2023
Added 117.05%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,727
shares
|
$299,352
0.03% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,724
shares
|
$299,111
0.03% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
3,717
shares
|
$298,549
0.23% of portfolio
|
Q2 2025
Reduced 40.25%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,701
shares
|
$297,264
0.02% of portfolio
|
Q2 2025
Added 19.54%
|