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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
28
shares
|
$2,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
27
shares
|
$2,144
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
25
shares
|
$1,985
0.0% of portfolio
|
Q2 2025
Added 257.14%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
24
shares
|
$1,905
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
24
shares
|
$1,905
0.0% of portfolio
|
Q1 2025
Reduced 68.42%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
23
shares
|
$1,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
23
shares
|
$1,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
23
shares
|
$1,826
0.0% of portfolio
|
Q1 2025
Reduced 82.44%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
22
shares
|
$1,747
0.0% of portfolio
|
Q3 2024
Reduced 99.86%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$1,588
0.0% of portfolio
|
Q2 2025
Added 185.71%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$1,508
0.0% of portfolio
|
Q2 2025
Reduced 20.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
19
shares
|
$1,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$1,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
17
shares
|
$1,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
16
shares
|
$1,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
16
shares
|
$1,270
0.0% of portfolio
|
Q2 2025
Reduced 95.27%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
15
shares
|
$1,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
15
shares
|
$1,191
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$1,191
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
14
shares
|
$1,111
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
14
shares
|
$1,111
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
12
shares
|
$952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
11
shares
|
$873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
10
shares
|
$794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8
shares
|
$635
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|