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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
143
shares
|
$11,485
0.01% of portfolio
|
Q2 2025
Reduced 97.9%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
140
shares
|
$11,244
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
138
shares
|
$11,084
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
136
shares
|
$10,923
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
133
shares
|
$10,682
0.0% of portfolio
|
Q2 2025
Added 114.52%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
130
shares
|
$10,441
0.0% of portfolio
|
Q4 2024
Reduced 87.44%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
126
shares
|
$10,120
0.0% of portfolio
|
Q3 2023
Added 34.04%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
120
shares
|
$9,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
118
shares
|
$9,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
114
shares
|
$9,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
110
shares
|
$8,835
0.0% of portfolio
|
Q1 2025
Added 5400.0%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
108
shares
|
$8,674
0.0% of portfolio
|
Q1 2025
Reduced 74.88%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
103
shares
|
$8,272
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
101
shares
|
$8,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
100
shares
|
$8,031
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$8,031
0.0% of portfolio
|
Q1 2025
Reduced 51.46%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
100
shares
|
$8,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
100
shares
|
$8,031
0.0% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
99
shares
|
$7,951
0.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
98
shares
|
$7,871
0.0% of portfolio
|
Q2 2025
Reduced 98.35%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
95
shares
|
$7,630
0.0% of portfolio
|
Q1 2025
Added 427.78%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
94
shares
|
$7,550
0.0% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
94
shares
|
$7,550
0.0% of portfolio
|
Q2 2025
Added 571.43%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
92
shares
|
$7,389
0.0% of portfolio
|
Q1 2025
Reduced 72.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
91
shares
|
$7,309
0.0% of portfolio
|
Q1 2025
Added 1.11%
|