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 |
|---|---|---|---|---|---|
|
Ami Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
10,481
shares
|
$964,252
0.05% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
10,472
shares
|
$963,424
0.01% of portfolio
|
Q3 2025
Added 81.49%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
10,310
shares
|
$948,520
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
10,276
shares
|
$945,392
0.37% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,253
shares
|
$943,276
0.01% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,238
shares
|
$941,896
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,208
shares
|
$939,136
0.03% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
10,207
shares
|
$939,044
0.23% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
10,200
shares
|
$938,400
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,142
shares
|
$933,064
0.0% of portfolio
|
Q3 2025
Added 96.78%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
10,108
shares
|
$929,936
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
10,085
shares
|
$927,820
0.16% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
10,022
shares
|
$922,024
0.03% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
10,009
shares
|
$920,828
0.03% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,006
shares
|
$920,552
0.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
9,889
shares
|
$909,788
0.01% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
9,870
shares
|
$908,040
0.22% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,788
shares
|
$900,496
0.02% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
9,757
shares
|
$897,644
0.04% of portfolio
|
Q3 2025
Reduced 90.46%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
9,722
shares
|
$894,424
0.63% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,691
shares
|
$891,572
0.08% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
9,681
shares
|
$890,652
0.08% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,646
shares
|
$887,432
0.02% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
9,600
shares
|
$883,200
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
9,509
shares
|
$874,828
0.01% of portfolio
|
Q4 2025
Reduced 0.5%
|
|