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 |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
7,511
shares
|
$691,012
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
7,509
shares
|
$690,828
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,494
shares
|
$689,448
0.13% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
7,480
shares
|
$688,160
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
7,451
shares
|
$685,492
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,421
shares
|
$682,732
0.0% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,407
shares
|
$681,444
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
7,396
shares
|
$680,432
0.06% of portfolio
|
Q4 2025
Reduced 9.08%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
7,383
shares
|
$679,236
0.03% of portfolio
|
Q3 2025
Added 52.1%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,380
shares
|
$678,960
0.21% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
7,341
shares
|
$675,372
0.03% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
7,324
shares
|
$673,808
0.01% of portfolio
|
Q3 2025
Added 66.11%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,314
shares
|
$672,888
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
7,264
shares
|
$668,288
0.0% of portfolio
|
Q3 2025
Reduced 45.47%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
7,240
shares
|
$666,080
0.06% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,134
shares
|
$656,328
0.28% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
7,092
shares
|
$652,464
0.03% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,080
shares
|
$651,360
0.08% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,039
shares
|
$647,588
0.15% of portfolio
|
Q3 2022
Reduced 12.97%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
7,020
shares
|
$645,840
0.44% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
7,018
shares
|
$645,656
0.03% of portfolio
|
Q3 2025
Reduced 53.7%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
7,001
shares
|
$644,092
0.01% of portfolio
|
Q4 2025
Added 3.38%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
6,973
shares
|
$641,516
0.38% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
6,912
shares
|
$635,904
0.07% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
6,911
shares
|
$635,812
0.22% of portfolio
|
Q3 2025
Added 1.66%
|
|