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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
143,528
shares
|
$11.5 Million
1.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
143,500
shares
|
$11.5 Million
0.07% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
143,373
shares
|
$11.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
143,208
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
142,569
shares
|
$11.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 57.1%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
139,944
shares
|
$11.2 Million
0.04% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
135,288
shares
|
$10.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
134,221
shares
|
$10.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
131,201
shares
|
$10.5 Million
0.56% of portfolio
|
Q1 2023
Reduced 1.3%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
131,022
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
129,930
shares
|
$10.4 Million
0.17% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
129,263
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
127,965
shares
|
$10.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
127,878
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
126,453
shares
|
$10.2 Million
0.08% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
124,817
shares
|
$10 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
122,622
shares
|
$9.85 Million
0.05% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
121,190
shares
|
$9.73 Million
0.22% of portfolio
|
Q2 2024
Added 33.93%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
119,428
shares
|
$9.59 Million
1.12% of portfolio
|
Q2 2025
Added 600.29%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
119,414
shares
|
$9.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
117,998
shares
|
$9.48 Million
0.11% of portfolio
|
Q2 2025
Added 600.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
117,263
shares
|
$9.42 Million
0.02% of portfolio
|
Q3 2023
Added 65.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
117,029
shares
|
$9.4 Million
0.04% of portfolio
|
Q2 2025
Added 198.67%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
116,736
shares
|
$9.38 Million
0.27% of portfolio
|
Q2 2025
Added 357.47%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
116,365
shares
|
$9.35 Million
0.29% of portfolio
|
Q2 2025
Added 6.49%
|