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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
54
shares
|
$4,337
0.0% of portfolio
|
Q1 2025
Reduced 96.75%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
54
shares
|
$4,337
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
52
shares
|
$4,176
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
52
shares
|
$4,176
0.0% of portfolio
|
Q2 2025
Reduced 64.14%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
52
shares
|
$4,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
51
shares
|
$4,096
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$4,015
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
50
shares
|
$4,015
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$4,015
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
49
shares
|
$3,935
0.0% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
48
shares
|
$3,855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
47
shares
|
$3,775
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
47
shares
|
$3,775
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
46
shares
|
$3,694
0.0% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$3,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
42
shares
|
$3,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
42
shares
|
$3,373
0.0% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
42
shares
|
$3,373
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
39
shares
|
$3,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
36
shares
|
$2,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
34
shares
|
$2,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
33
shares
|
$2,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
32
shares
|
$2,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$2,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
30
shares
|
$2,409
0.0% of portfolio
|
Q1 2025
New holding
|