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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
4,526
shares
|
$416,392
0.06% of portfolio
|
Q3 2025
Added 189.02%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,520
shares
|
$415,840
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
4,518
shares
|
$415,656
0.17% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
4,506
shares
|
$414,552
0.08% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
4,500
shares
|
$414,000
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
4,496
shares
|
$413,632
0.3% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
4,484
shares
|
$412,528
0.34% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
4,479
shares
|
$412,068
0.02% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
4,472
shares
|
$411,424
0.13% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,426
shares
|
$407,192
0.01% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
4,407
shares
|
$405,444
0.04% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,396
shares
|
$404,432
0.02% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
4,388
shares
|
$403,696
0.04% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
4,384
shares
|
$403,328
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
4,338
shares
|
$399,096
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
4,331
shares
|
$398,452
0.01% of portfolio
|
Q3 2025
Added 37.8%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
4,324
shares
|
$397,808
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
4,244
shares
|
$390,448
0.14% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
4,221
shares
|
$388,332
0.02% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
4,218
shares
|
$388,056
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
4,214
shares
|
$387,688
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,185
shares
|
$385,020
0.01% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,169
shares
|
$383,548
0.07% of portfolio
|
Q2 2023
Added 3.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
4,168
shares
|
$383,456
0.06% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
4,157
shares
|
$382,444
0.05% of portfolio
|
Q4 2025
Added 0.8%
|
|