Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,333 institutions that hold shares in the stock, with a total of 598 Million shares, which have been reported (via 13F filing form) to have a value of $55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 12, 2025 Q3 2025 |
53,600
shares
|
$4.93 Million
0.59% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
53,544
shares
|
$4.93 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
52,948
shares
|
$4.87 Million
0.16% of portfolio
|
Q4 2025
Reduced 2.04%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
52,740
shares
|
$4.85 Million
0.08% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
51,921
shares
|
$4.78 Million
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
51,676
shares
|
$4.75 Million
0.05% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
51,213
shares
|
$4.71 Million
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
51,107
shares
|
$4.7 Million
0.32% of portfolio
|
Q3 2025
Added 147.23%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
50,716
shares
|
$4.67 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
48,580
shares
|
$4.47 Million
1.28% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
48,434
shares
|
$4.46 Million
0.04% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
48,102
shares
|
$4.43 Million
0.29% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
47,935
shares
|
$4.41 Million
2.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
47,816
shares
|
$4.4 Million
0.57% of portfolio
|
Q1 2024
Added 12.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
47,015
shares
|
$4.33 Million
0.07% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
47,000
shares
|
$4.32 Million
0.12% of portfolio
|
Q3 2025
Reduced 45.41%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,532
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.46%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
44,150
shares
|
$4.06 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
44,029
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
43,494
shares
|
$4 Million
0.01% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
40,984
shares
|
$3.77 Million
0.1% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
40,800
shares
|
$3.75 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
40,535
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
40,441
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
40,343
shares
|
$3.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.32%
|
|