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 |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
23,249
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
23,198
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
23,196
shares
|
$2.13 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
23,101
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,884
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2023
Reduced 86.0%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
22,870
shares
|
$2.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
22,746
shares
|
$2.09 Million
0.12% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
22,618
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
22,561
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
22,305
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
22,208
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2025
Added 8.17%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
22,106
shares
|
$2.03 Million
0.1% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
21,786
shares
|
$2 Million
0.47% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
21,643
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
21,453
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
21,424
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,304
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
21,129
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 50.73%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
21,000
shares
|
$1.93 Million
0.34% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
20,961
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Added 226.44%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
20,936
shares
|
$1.93 Million
0.67% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
20,833
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
20,796
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
20,520
shares
|
$1.89 Million
0.28% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
20,182
shares
|
$1.86 Million
0.32% of portfolio
|
Q1 2025
Reduced 16.99%
|
|