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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
320
shares
|
$25,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
316
shares
|
$25,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
304
shares
|
$24,417
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$24,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
300
shares
|
$24,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
300
shares
|
$24,095
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
294
shares
|
$23,614
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
276
shares
|
$22,168
0.01% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
275
shares
|
$22,087
0.01% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
275
shares
|
$22,087
0.01% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
272
shares
|
$21,847
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
266
shares
|
$21,365
0.01% of portfolio
|
Q1 2025
Reduced 42.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
260
shares
|
$20,883
0.0% of portfolio
|
Q2 2024
Reduced 55.02%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
257
shares
|
$20,642
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
241
shares
|
$19,357
0.01% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
240
shares
|
$19,276
0.0% of portfolio
|
Q2 2025
Reduced 62.91%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
238
shares
|
$19,116
0.02% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
233
shares
|
$18,714
0.0% of portfolio
|
Q1 2025
Added 348.08%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
230
shares
|
$18,473
0.01% of portfolio
|
Q3 2023
Added 74.24%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
229
shares
|
$18,393
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
226
shares
|
$18,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
224
shares
|
$17,991
0.0% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
222
shares
|
$17,831
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
220
shares
|
$17,670
0.0% of portfolio
|
Q2 2025
Added 3566.67%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
210
shares
|
$16,867
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|