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 |
|---|---|---|---|---|---|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,649
shares
|
$132,447
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,648
shares
|
$132,367
0.02% of portfolio
|
Q2 2025
Added 44.31%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,636
shares
|
$131,403
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,636
shares
|
$131,403
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,627
shares
|
$130,680
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,624
shares
|
$130,439
0.01% of portfolio
|
Q2 2025
Reduced 65.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,612
shares
|
$129,475
0.01% of portfolio
|
Q2 2025
Added 88.54%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$128,511
0.1% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,598
shares
|
$128,351
0.05% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,566
shares
|
$125,781
0.02% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,565
shares
|
$125,700
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,563
shares
|
$125,540
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,537
shares
|
$123,451
0.01% of portfolio
|
Q2 2025
Added 34.82%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,525
shares
|
$122,487
0.06% of portfolio
|
Q4 2022
Reduced 31.46%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,500
shares
|
$120,479
0.14% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$120,479
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,450
shares
|
$116,463
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,447
shares
|
$116,223
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,431
shares
|
$114,937
0.14% of portfolio
|
Q2 2022
Reduced 71.9%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,428
shares
|
$114,696
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
1,417
shares
|
$113,813
0.03% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,411
shares
|
$113,331
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
1,400
shares
|
$112,447
0.05% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,350
shares
|
$108,431
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,316
shares
|
$105,701
0.01% of portfolio
|
Q4 2024
Reduced 4.78%
|