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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
28,394
shares
|
$2.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
28,143
shares
|
$2.59 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,977
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
27,753
shares
|
$2.55 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
27,676
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
27,627
shares
|
$2.54 Million
0.12% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
27,542
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2025
Reduced 18.77%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,430
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Added 50.29%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
26,746
shares
|
$2.46 Million
0.3% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
26,552
shares
|
$2.44 Million
1.6% of portfolio
|
Q4 2025
Added 190.12%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
26,463
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
26,399
shares
|
$2.43 Million
0.42% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
26,386
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2025
Added 508.39%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
25,829
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
25,800
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
25,739
shares
|
$2.37 Million
0.05% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,206
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 76.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
25,166
shares
|
$2.32 Million
0.07% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
24,750
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
24,559
shares
|
$2.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
24,298
shares
|
$2.24 Million
0.74% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
24,071
shares
|
$2.21 Million
0.45% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
23,787
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
23,660
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2025
Added 10.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
23,372
shares
|
$2.15 Million
0.04% of portfolio
|
Q4 2025
Added 0.73%
|
|