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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
208
shares
|
$16,706
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
208
shares
|
$16,706
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
205
shares
|
$16,465
0.01% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
204
shares
|
$16,385
0.01% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
203
shares
|
$16,304
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
200
shares
|
$16,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
200
shares
|
$16,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
199
shares
|
$15,983
0.0% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
195
shares
|
$15,662
0.0% of portfolio
|
Q1 2025
Reduced 60.84%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
194
shares
|
$15,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
192
shares
|
$15,421
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
184
shares
|
$14,778
0.0% of portfolio
|
Q1 2025
Added 93.68%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
182
shares
|
$14,618
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
182
shares
|
$14,618
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
182
shares
|
$14,618
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
172
shares
|
$13,815
0.01% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
172
shares
|
$13,815
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$13,654
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
167
shares
|
$13,413
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
161
shares
|
$12,931
0.01% of portfolio
|
Q2 2022
Added 12.59%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
156
shares
|
$12,529
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
153
shares
|
$12,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
150
shares
|
$12,047
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$12,047
0.01% of portfolio
|
Q2 2024
Reduced 86.96%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
147
shares
|
$11,807
0.0% of portfolio
|
Q2 2025
Added 81.48%
|