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 |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
8,246
shares
|
$758,632
0.29% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,175
shares
|
$752,100
0.01% of portfolio
|
Q2 2025
Reduced 65.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
8,080
shares
|
$743,360
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
8,029
shares
|
$738,668
0.04% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
8,015
shares
|
$737,380
0.01% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
8,010
shares
|
$736,920
0.02% of portfolio
|
Q3 2025
Added 59.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,975
shares
|
$733,700
0.02% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7,932
shares
|
$729,744
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,914
shares
|
$728,088
0.05% of portfolio
|
Q3 2025
Added 1191.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7,885
shares
|
$725,420
0.04% of portfolio
|
Q3 2025
Added 58.02%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
7,860
shares
|
$723,120
0.07% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
7,834
shares
|
$720,728
0.07% of portfolio
|
Q3 2025
Added 125.18%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
7,799
shares
|
$717,508
0.41% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
7,790
shares
|
$716,680
0.12% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
7,758
shares
|
$713,736
0.02% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,752
shares
|
$713,184
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,735
shares
|
$711,620
0.0% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,690
shares
|
$707,480
0.03% of portfolio
|
Q3 2025
Reduced 35.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
7,676
shares
|
$706,192
0.1% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
7,638
shares
|
$702,696
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
7,631
shares
|
$702,052
0.08% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
7,628
shares
|
$701,776
0.01% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,605
shares
|
$699,660
0.01% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,551
shares
|
$694,692
0.38% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
7,516
shares
|
$691,472
0.02% of portfolio
|
Q3 2025
Added 9.63%
|
|