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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
9,508
shares
|
$874,736
0.01% of portfolio
|
Q3 2025
Added 80.52%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
9,346
shares
|
$859,832
0.02% of portfolio
|
Q3 2025
Reduced 35.44%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
9,321
shares
|
$857,532
0.02% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
9,093
shares
|
$836,556
0.05% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
9,045
shares
|
$832,140
0.53% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
8,875
shares
|
$816,500
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
8,869
shares
|
$815,948
0.03% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
8,800
shares
|
$809,600
0.13% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
8,797
shares
|
$809,324
0.03% of portfolio
|
Q3 2025
Reduced 30.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
8,777
shares
|
$807,484
0.01% of portfolio
|
Q3 2025
Reduced 39.22%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
8,682
shares
|
$798,744
0.02% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,665
shares
|
$797,180
0.0% of portfolio
|
Q3 2025
Added 23.1%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
8,657
shares
|
$796,444
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,648
shares
|
$795,616
0.12% of portfolio
|
Q1 2024
Added 255.59%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,606
shares
|
$791,752
0.08% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,587
shares
|
$790,004
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,546
shares
|
$786,232
0.02% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
8,531
shares
|
$784,852
0.36% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
8,529
shares
|
$784,668
0.09% of portfolio
|
Q4 2025
Reduced 15.61%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,524
shares
|
$784,208
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,461
shares
|
$778,412
0.01% of portfolio
|
Q3 2025
Added 77.49%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,443
shares
|
$776,756
0.09% of portfolio
|
Q2 2022
Reduced 0.57%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
8,371
shares
|
$770,132
0.2% of portfolio
|
Q4 2025
Reduced 39.22%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,279
shares
|
$761,668
0.01% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
8,259
shares
|
$759,828
0.06% of portfolio
|
Q3 2025
Reduced 3.01%
|
|