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 |
|---|---|---|---|---|---|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
6,134
shares
|
$564,328
0.07% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
6,129
shares
|
$563,868
0.27% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
6,127
shares
|
$563,684
0.16% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,125
shares
|
$563,500
0.29% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
6,104
shares
|
$561,568
0.02% of portfolio
|
Q3 2025
Reduced 42.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,084
shares
|
$559,728
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
6,054
shares
|
$556,968
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
6,035
shares
|
$555,220
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,022
shares
|
$554,024
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
6,000
shares
|
$552,000
0.15% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
5,995
shares
|
$551,540
0.02% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
5,974
shares
|
$549,608
0.05% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Oct 29, 2025 Q3 2025 |
5,950
shares
|
$547,400
0.02% of portfolio
|
Q3 2025
Reduced 52.17%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
5,900
shares
|
$542,800
0.49% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
5,871
shares
|
$540,132
0.08% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,794
shares
|
$533,048
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Presima Inc.
|
Nov 07, 2025 Q3 2025 |
5,767
shares
|
$530,564
0.15% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
5,715
shares
|
$525,780
0.06% of portfolio
|
Q3 2025
Reduced 18.29%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
5,709
shares
|
$525,228
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
5,651
shares
|
$519,892
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
5,611
shares
|
$516,212
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
5,600
shares
|
$515,200
0.36% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
5,600
shares
|
$515,200
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,595
shares
|
$514,740
0.09% of portfolio
|
Q4 2025
Reduced 15.71%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,543
shares
|
$509,956
0.04% of portfolio
|
Q3 2025
Added 8.03%
|
|