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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
6,869
shares
|
$631,948
0.04% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
6,867
shares
|
$631,764
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
6,855
shares
|
$630,660
0.01% of portfolio
|
Q3 2025
Added 33.65%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
6,840
shares
|
$629,280
0.15% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
6,807
shares
|
$626,244
0.08% of portfolio
|
Q3 2025
Reduced 44.75%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
6,795
shares
|
$625,140
0.08% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,769
shares
|
$622,748
0.27% of portfolio
|
Q4 2022
Added 5.27%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
6,677
shares
|
$614,284
0.06% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
6,633
shares
|
$610,236
0.02% of portfolio
|
Q3 2025
Added 74.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
6,611
shares
|
$608,212
0.03% of portfolio
|
Q3 2025
Added 39.62%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
6,610
shares
|
$608,120
0.04% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
6,598
shares
|
$607,016
0.02% of portfolio
|
Q3 2025
Reduced 49.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
6,559
shares
|
$603,428
0.02% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,542
shares
|
$601,864
0.0% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,496
shares
|
$597,632
0.05% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,491
shares
|
$597,172
0.04% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,438
shares
|
$592,296
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
6,358
shares
|
$584,936
0.08% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
6,342
shares
|
$583,464
0.03% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,320
shares
|
$581,440
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
6,296
shares
|
$579,232
0.16% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
6,266
shares
|
$576,472
0.2% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Quaero Capital S.A.
|
Aug 06, 2025 Q2 2025 |
6,169
shares
|
$567,548
2.16% of portfolio
|
Q2 2025
Reduced 56.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,156
shares
|
$566,352
0.02% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
6,148
shares
|
$565,616
0.06% of portfolio
|
Q3 2025
Reduced 4.46%
|
|