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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,379
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 61.56%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,045
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.15%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
12,998
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
12,996
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
12,963
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
12,935
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
12,842
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
12,785
shares
|
$1.18 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
12,745
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 36.44%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
12,575
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
12,489
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Added 548.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,322
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
12,322
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2023
Added 100.03%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,316
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 40.87%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
12,200
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
12,180
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,075
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
12,040
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Vennlight Capital Management, LP
Weston, CT |
Nov 14, 2025 Q3 2025 |
12,000
shares
|
$1.1 Million
1.4% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
11,934
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,895
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
11,869
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
11,831
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
11,720
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
11,702
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2025
Reduced 15.51%
|
|