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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
4,151
shares
|
$381,892
0.05% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,150
shares
|
$381,800
0.02% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
4,138
shares
|
$380,696
0.18% of portfolio
|
Q1 2025
Reduced 32.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,124
shares
|
$379,408
0.02% of portfolio
|
Q4 2023
Reduced 9.62%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
4,112
shares
|
$378,304
0.0% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
4,107
shares
|
$377,844
0.08% of portfolio
|
Q4 2025
Reduced 36.42%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,076
shares
|
$374,992
0.0% of portfolio
|
Q3 2025
Reduced 70.46%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,038
shares
|
$371,496
0.03% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
4,034
shares
|
$371,128
0.02% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
4,020
shares
|
$369,840
0.19% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
4,000
shares
|
$368,000
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
3,989
shares
|
$366,988
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
3,987
shares
|
$366,804
0.12% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
3,986
shares
|
$366,712
0.06% of portfolio
|
Q4 2025
Added 23.41%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
3,976
shares
|
$365,792
0.12% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,956
shares
|
$363,952
0.01% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
3,940
shares
|
$362,480
0.13% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
3,920
shares
|
$360,640
0.0% of portfolio
|
Q4 2025
Added 4.73%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,914
shares
|
$360,088
0.17% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,876
shares
|
$356,592
0.01% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
3,858
shares
|
$354,936
0.19% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,851
shares
|
$354,292
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,840
shares
|
$353,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
3,836
shares
|
$352,912
0.03% of portfolio
|
Q4 2025
Reduced 12.42%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,798
shares
|
$349,416
0.01% of portfolio
|
Q2 2025
Reduced 3.21%
|
|