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 |
|---|---|---|---|---|---|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
39,874
shares
|
$3.67 Million
0.05% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
39,778
shares
|
$3.66 Million
0.02% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
39,546
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
39,200
shares
|
$3.61 Million
0.12% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,540
shares
|
$3.55 Million
0.11% of portfolio
|
Q3 2023
Added 94.07%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
38,201
shares
|
$3.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 08, 2026 Q4 2025 |
38,161
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
37,806
shares
|
$3.48 Million
0.43% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
37,657
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
37,655
shares
|
$3.46 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
37,114
shares
|
$3.41 Million
0.05% of portfolio
|
Q1 2022
Reduced 19.18%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
37,097
shares
|
$3.41 Million
0.03% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
36,858
shares
|
$3.39 Million
0.29% of portfolio
|
Q3 2023
Added 100.57%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
36,647
shares
|
$3.37 Million
0.05% of portfolio
|
Q3 2025
Reduced 75.04%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,493
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
36,469
shares
|
$3.36 Million
0.27% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
36,192
shares
|
$3.33 Million
0.05% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,580
shares
|
$3.27 Million
0.07% of portfolio
|
Q3 2025
Added 77.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
35,204
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
35,053
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
34,886
shares
|
$3.21 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
34,837
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
34,669
shares
|
$3.19 Million
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
34,554
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
34,501
shares
|
$3.17 Million
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|