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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
894
shares
|
$71,806
0.02% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
889
shares
|
$71,404
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
872
shares
|
$70,039
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
867
shares
|
$69,637
0.01% of portfolio
|
Q2 2024
Added 10.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
857
shares
|
$68,834
0.0% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
856
shares
|
$68,753
0.02% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
854
shares
|
$68,593
0.04% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
842
shares
|
$67,629
0.02% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
841
shares
|
$67,549
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
832
shares
|
$66,826
0.02% of portfolio
|
Q2 2025
Reduced 32.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
805
shares
|
$64,657
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
803
shares
|
$64,496
0.01% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
800
shares
|
$64,255
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
800
shares
|
$64,255
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
779
shares
|
$62,569
0.01% of portfolio
|
Q2 2025
Added 33.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
771
shares
|
$61,926
0.0% of portfolio
|
Q2 2025
Added 78.47%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
763
shares
|
$61,284
0.01% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
763
shares
|
$61,284
0.01% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
761
shares
|
$61,123
0.0% of portfolio
|
Q2 2025
Reduced 94.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
751
shares
|
$60,320
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
737
shares
|
$59,195
0.01% of portfolio
|
Q2 2024
Added 17.73%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
705
shares
|
$56,625
0.08% of portfolio
|
Q1 2025
Reduced 30.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
694
shares
|
$55,742
0.0% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
686
shares
|
$55,099
0.04% of portfolio
|
Q4 2022
Reduced 53.87%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
681
shares
|
$54,697
0.01% of portfolio
|
Q3 2022
Reduced 16.24%
|