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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,158
shares
|
$253,650
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,143
shares
|
$252,445
0.01% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,143
shares
|
$252,445
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,130
shares
|
$251,401
0.09% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,125
shares
|
$250,999
0.02% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
3,111
shares
|
$249,875
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
3,090
shares
|
$248,188
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
3,073
shares
|
$246,823
0.08% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
3,062
shares
|
$245,939
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,049
shares
|
$244,895
0.05% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,037
shares
|
$243,931
0.02% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,033
shares
|
$243,610
0.06% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,027
shares
|
$243,128
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,018
shares
|
$242,405
0.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
3,007
shares
|
$241,522
0.15% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
3,000
shares
|
$240,959
0.02% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$240,959
0.07% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$240,959
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
2,992
shares
|
$240,317
0.01% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,983
shares
|
$239,594
0.0% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,976
shares
|
$239,032
0.07% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
2,970
shares
|
$238,550
0.0% of portfolio
|
Q1 2025
Reduced 62.18%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,966
shares
|
$238,229
0.51% of portfolio
|
Q3 2022
Added 1686.75%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
2,963
shares
|
$237,988
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,948
shares
|
$236,783
0.05% of portfolio
|
Q2 2025
New holding
|