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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
2,797
shares
|
$224,655
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,794
shares
|
$224,414
0.05% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,779
shares
|
$223,209
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,774
shares
|
$222,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
2,770
shares
|
$222,486
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
2,768
shares
|
$222,325
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,767
shares
|
$222,245
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,756
shares
|
$221,361
0.0% of portfolio
|
Q2 2025
Added 30.99%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
2,745
shares
|
$220,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,739
shares
|
$219,996
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,734
shares
|
$219,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
2,702
shares
|
$217,024
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,700
shares
|
$216,863
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,698
shares
|
$216,703
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
2,692
shares
|
$216,221
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
2,678
shares
|
$215,096
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,672
shares
|
$214,615
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
2,650
shares
|
$212,847
0.16% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,624
shares
|
$210,759
0.01% of portfolio
|
Q1 2022
Reduced 14.72%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,572
shares
|
$206,583
0.06% of portfolio
|
Q3 2022
Added 0.94%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,560
shares
|
$205,619
0.21% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,560
shares
|
$205,619
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,491
shares
|
$200,077
0.08% of portfolio
|
Q3 2024
Reduced 34.67%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,479
shares
|
$199,113
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,455
shares
|
$197,185
0.01% of portfolio
|
Q2 2025
Reduced 20.78%
|