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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,282
shares
|
$102,970
0.0% of portfolio
|
Q2 2025
Reduced 22.07%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1,275
shares
|
$102,407
0.05% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,274
shares
|
$102,327
0.08% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,258
shares
|
$101,042
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,250
shares
|
$100,399
0.02% of portfolio
|
Q3 2023
Added 38.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,197
shares
|
$96,143
0.05% of portfolio
|
Q2 2025
Reduced 35.47%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,170
shares
|
$93,974
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,160
shares
|
$93,171
0.01% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,148
shares
|
$92,207
0.0% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
1,125
shares
|
$90,359
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,114
shares
|
$89,476
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,113
shares
|
$89,396
0.01% of portfolio
|
Q2 2025
Reduced 45.17%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,092
shares
|
$87,709
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
1,084
shares
|
$87,066
0.01% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,072
shares
|
$86,103
0.03% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,032
shares
|
$82,890
0.02% of portfolio
|
Q2 2024
Reduced 63.67%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$80,320
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
984
shares
|
$79,034
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
981
shares
|
$78,793
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
980
shares
|
$78,713
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
973
shares
|
$78,151
0.03% of portfolio
|
Q3 2024
Reduced 54.85%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
942
shares
|
$75,661
0.0% of portfolio
|
Q1 2025
Reduced 42.98%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
928
shares
|
$74,536
0.03% of portfolio
|
Q1 2024
Reduced 48.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
926
shares
|
$74,376
0.06% of portfolio
|
Q4 2024
Reduced 81.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
902
shares
|
$72,448
0.03% of portfolio
|
Q2 2024
Added 13.6%
|