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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
2,940
shares
|
$236,140
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,929
shares
|
$235,257
0.01% of portfolio
|
Q2 2025
Reduced 97.95%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,920
shares
|
$234,534
0.0% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,918
shares
|
$234,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
2,910
shares
|
$233,731
0.06% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
2,900
shares
|
$232,927
0.1% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
2,898
shares
|
$232,767
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,879
shares
|
$231,241
0.16% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,876
shares
|
$231,000
0.03% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
2,868
shares
|
$230,357
0.07% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
2,868
shares
|
$230,357
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
2,866
shares
|
$230,197
0.04% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,857
shares
|
$229,474
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,856
shares
|
$229,393
0.03% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
2,853
shares
|
$229,152
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,850
shares
|
$228,911
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
2,845
shares
|
$228,510
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
2,845
shares
|
$228,510
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
2,843
shares
|
$228,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,838
shares
|
$227,948
0.0% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,831
shares
|
$227,385
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
2,823
shares
|
$226,743
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,804
shares
|
$225,217
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
2,800
shares
|
$224,895
0.07% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
2,800
shares
|
$224,895
0.03% of portfolio
|
Q2 2025
Reduced 16.42%
|