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 |
|---|---|---|---|---|---|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
17,595
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
17,555
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.42%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,404
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
17,384
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
17,306
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
17,179
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
17,091
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
16,953
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
16,890
shares
|
$1.55 Million
0.97% of portfolio
|
Q2 2025
Added 673.35%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
16,824
shares
|
$1.55 Million
0.94% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
16,778
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
16,770
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
16,542
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2025
Reduced 32.6%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
16,525
shares
|
$1.52 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
16,366
shares
|
$1.51 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
16,319
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 51.26%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,231
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Added 355.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
16,155
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
16,116
shares
|
$1.48 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
16,087
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
16,080
shares
|
$1.48 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Nov 04, 2025 Q3 2025 |
16,069
shares
|
$1.48 Million
4.75% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,043
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
16,000
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
15,828
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2024
Reduced 7.41%
|
|