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 |
|---|---|---|---|---|---|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
5,462
shares
|
$502,504
0.3% of portfolio
|
Q3 2025
Added 32.57%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
5,413
shares
|
$497,996
0.05% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
5,410
shares
|
$497,720
0.03% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
5,389
shares
|
$495,788
0.08% of portfolio
|
Q3 2025
Added 29.08%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,355
shares
|
$492,660
0.01% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
5,347
shares
|
$491,924
0.14% of portfolio
|
Q3 2023
Added 99.96%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
5,339
shares
|
$491,188
0.12% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,333
shares
|
$490,636
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
5,287
shares
|
$486,404
0.01% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
5,274
shares
|
$485,208
0.01% of portfolio
|
Q3 2025
Reduced 51.51%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,265
shares
|
$484,380
0.2% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,264
shares
|
$484,288
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
5,261
shares
|
$484,012
0.07% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
5,259
shares
|
$483,828
0.02% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,210
shares
|
$479,320
0.01% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
5,191
shares
|
$477,572
0.1% of portfolio
|
Q4 2025
Added 2.29%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
5,166
shares
|
$475,272
0.02% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
5,158
shares
|
$474,536
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,156
shares
|
$474,352
0.01% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,136
shares
|
$472,512
0.11% of portfolio
|
Q4 2025
Reduced 9.59%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
5,130
shares
|
$471,960
0.54% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,112
shares
|
$470,304
0.03% of portfolio
|
Q3 2025
Added 45.14%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
5,042
shares
|
$463,864
0.15% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,000
shares
|
$460,000
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
4,986
shares
|
$458,712
0.09% of portfolio
|
Q1 2025
Added 3.27%
|
|