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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
4,984
shares
|
$458,528
0.03% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
4,942
shares
|
$454,664
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,910
shares
|
$451,720
0.14% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,907
shares
|
$451,444
0.0% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
4,897
shares
|
$450,524
0.01% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
4,863
shares
|
$447,396
0.2% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,834
shares
|
$444,728
0.16% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
4,801
shares
|
$441,692
0.08% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
4,799
shares
|
$441,508
0.03% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,783
shares
|
$440,036
0.36% of portfolio
|
Q2 2022
Added 7.36%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
4,776
shares
|
$439,392
0.02% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,758
shares
|
$437,736
0.07% of portfolio
|
Q4 2022
Reduced 46.51%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,750
shares
|
$437,000
0.03% of portfolio
|
Q3 2023
Added 117.89%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
4,738
shares
|
$435,896
0.02% of portfolio
|
Q1 2025
Added 87.72%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
4,721
shares
|
$434,332
0.38% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,712
shares
|
$433,504
0.12% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
4,700
shares
|
$432,400
0.01% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,653
shares
|
$428,076
0.03% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
4,629
shares
|
$425,868
0.01% of portfolio
|
Q2 2025
Added 35.79%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
4,626
shares
|
$425,592
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,609
shares
|
$424,028
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,600
shares
|
$423,200
0.16% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
4,600
shares
|
$423,200
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
4,575
shares
|
$420,900
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,528
shares
|
$416,576
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|