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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
444
shares
|
$35,662
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
439
shares
|
$35,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
438
shares
|
$35,180
0.02% of portfolio
|
Q2 2025
Added 24.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
430
shares
|
$34,537
0.0% of portfolio
|
Q2 2025
Added 230.77%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
421
shares
|
$33,814
0.0% of portfolio
|
Q2 2025
Added 245.08%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
410
shares
|
$32,931
0.01% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
402
shares
|
$32,288
0.0% of portfolio
|
Q4 2023
Reduced 40.71%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
400
shares
|
$32,127
0.0% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$32,127
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
400
shares
|
$32,127
0.01% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
400
shares
|
$32,127
0.02% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
398
shares
|
$31,967
0.0% of portfolio
|
Q2 2024
Reduced 29.18%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
390
shares
|
$31,324
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
388
shares
|
$31,164
0.01% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
380
shares
|
$30,521
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
376
shares
|
$30,200
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
375
shares
|
$30,119
0.01% of portfolio
|
Q2 2025
Added 51.21%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
371
shares
|
$29,798
0.0% of portfolio
|
Q2 2025
Added 88.32%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
371
shares
|
$29,798
0.0% of portfolio
|
Q2 2025
Added 30.63%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
370
shares
|
$29,718
0.0% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
362
shares
|
$29,075
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
351
shares
|
$28,192
0.01% of portfolio
|
Q2 2025
Added 86.7%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
336
shares
|
$26,987
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$26,826
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
328
shares
|
$26,344
0.03% of portfolio
|
Q2 2024
Added 0.61%
|