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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,752
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
15,707
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Added 141.91%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
15,656
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
15,578
shares
|
$1.43 Million
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
15,459
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
15,313
shares
|
$1.41 Million
0.68% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
15,081
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
15,033
shares
|
$1.38 Million
0.82% of portfolio
|
Q2 2024
Reduced 30.04%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
14,666
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,564
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
14,554
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,516
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
14,446
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
14,437
shares
|
$1.33 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
14,283
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
14,178
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
14,121
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Added 151.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,081
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
13,979
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
13,970
shares
|
$1.29 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,965
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2022
Added 10.26%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
13,630
shares
|
$1.25 Million
0.45% of portfolio
|
Q3 2025
Reduced 28.74%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
13,524
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,493
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 50.39%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
13,485
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2025
Added 13.72%
|
|