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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
90
shares
|
$7,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
84
shares
|
$6,746
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$6,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
78
shares
|
$6,264
0.0% of portfolio
|
Q4 2023
Reduced 18.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
78
shares
|
$6,264
0.0% of portfolio
|
Q2 2024
Added 44.44%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
76
shares
|
$6,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
75
shares
|
$6,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
73
shares
|
$5,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
72
shares
|
$5,783
0.0% of portfolio
|
Q1 2025
Reduced 90.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
72
shares
|
$5,783
0.0% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
70
shares
|
$5,622
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
70
shares
|
$5,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
69
shares
|
$5,542
0.0% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
68
shares
|
$5,461
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
64
shares
|
$5,140
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
64
shares
|
$5,140
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
63
shares
|
$5,060
0.0% of portfolio
|
Q2 2025
Added 70.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
62
shares
|
$4,979
0.01% of portfolio
|
Q2 2021
Reduced 7.46%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
59
shares
|
$4,738
0.0% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
58
shares
|
$4,658
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
56
shares
|
$4,497
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
55
shares
|
$4,417
0.0% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
55
shares
|
$4,417
0.0% of portfolio
|
Q2 2025
Reduced 50.45%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
55
shares
|
$4,417
0.0% of portfolio
|
Q1 2025
Reduced 77.18%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
54
shares
|
$4,337
0.0% of portfolio
|
Q2 2025
Reduced 73.91%
|