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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,691
shares
|
$296,461
0.04% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Jul 18, 2025 Q2 2025 |
3,673
shares
|
$295,015
0.02% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,660
shares
|
$293,971
0.04% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,644
shares
|
$292,686
0.02% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,643
shares
|
$292,605
0.01% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,639
shares
|
$292,284
0.01% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,625
shares
|
$291,160
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,618
shares
|
$290,597
0.02% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
3,613
shares
|
$290,196
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
3,610
shares
|
$289,955
0.01% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,592
shares
|
$288,509
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,581
shares
|
$287,625
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,564
shares
|
$286,260
0.09% of portfolio
|
Q1 2025
Added 55.91%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,563
shares
|
$286,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,522
shares
|
$282,887
0.02% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
3,516
shares
|
$282,405
0.31% of portfolio
|
Q4 2024
Reduced 56.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,509
shares
|
$281,842
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
3,502
shares
|
$281,280
0.17% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,483
shares
|
$279,754
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,479
shares
|
$279,433
0.03% of portfolio
|
Q2 2025
Reduced 47.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,475
shares
|
$279,112
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
3,470
shares
|
$278,710
0.16% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,465
shares
|
$278,308
0.01% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
3,453
shares
|
$277,344
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,444
shares
|
$276,622
0.08% of portfolio
|
Q3 2023
Added 100.0%
|