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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,425
shares
|
$275,096
0.02% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,423
shares
|
$274,935
0.02% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,403
shares
|
$273,328
0.03% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,400
shares
|
$273,088
0.09% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
3,373
shares
|
$270,919
0.02% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
3,365
shares
|
$270,276
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
3,337
shares
|
$268,027
0.21% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
3,334
shares
|
$267,786
0.03% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
3,330
shares
|
$267,465
0.14% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,322
shares
|
$266,823
0.01% of portfolio
|
Q2 2025
Added 69.14%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,320
shares
|
$266,662
0.0% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
3,300
shares
|
$265,056
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
3,296
shares
|
$264,734
0.05% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
3,295
shares
|
$264,654
0.12% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
3,260
shares
|
$261,843
0.14% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
3,258
shares
|
$261,682
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,256
shares
|
$261,521
0.01% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,250
shares
|
$261,039
0.01% of portfolio
|
Q2 2025
Added 58.85%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
3,247
shares
|
$260,799
0.05% of portfolio
|
Q2 2025
Reduced 93.45%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
3,240
shares
|
$260,236
0.04% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,201
shares
|
$257,104
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$257,023
0.08% of portfolio
|
Q3 2024
Reduced 39.62%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,197
shares
|
$256,783
0.01% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
3,190
shares
|
$256,220
0.05% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,186
shares
|
$255,899
0.01% of portfolio
|
Q2 2025
Reduced 16.16%
|