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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
19,989
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.23%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
19,950
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
19,896
shares
|
$1.83 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
19,764
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,747
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
19,622
shares
|
$1.81 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
19,550
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
19,274
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
19,230
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.74%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
19,205
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2025
Added 682.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
19,174
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
19,108
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Added 37.74%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
19,031
shares
|
$1.75 Million
0.35% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,009
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,993
shares
|
$1.75 Million
0.35% of portfolio
|
Q4 2022
Added 4.08%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
18,600
shares
|
$1.71 Million
1.22% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
18,571
shares
|
$1.71 Million
0.17% of portfolio
|
Q4 2025
Reduced 23.45%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
18,550
shares
|
$1.71 Million
0.37% of portfolio
|
Q4 2025
Added 6.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
18,454
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
18,201
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
18,196
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
18,104
shares
|
$1.67 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
18,092
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
17,900
shares
|
$1.65 Million
0.43% of portfolio
|
Q4 2025
Reduced 7.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
17,760
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2025
Added 2.3%
|
|