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 |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
3,798
shares
|
$349,416
0.06% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
3,746
shares
|
$344,632
0.01% of portfolio
|
Q4 2025
Reduced 32.13%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
3,734
shares
|
$343,528
0.08% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,729
shares
|
$343,068
0.1% of portfolio
|
Q3 2023
Added 117.05%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
3,726
shares
|
$342,792
0.02% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,718
shares
|
$342,056
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
3,711
shares
|
$341,412
0.02% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,706
shares
|
$340,952
0.01% of portfolio
|
Q3 2025
Reduced 93.54%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,691
shares
|
$339,572
0.01% of portfolio
|
Q4 2025
Reduced 40.94%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,691
shares
|
$339,572
0.05% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,689
shares
|
$339,388
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
3,674
shares
|
$338,008
0.0% of portfolio
|
Q4 2025
Added 22.84%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
3,666
shares
|
$337,272
0.25% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
3,661
shares
|
$336,812
0.02% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,654
shares
|
$336,168
0.03% of portfolio
|
Q3 2025
Reduced 39.09%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
3,647
shares
|
$335,524
0.11% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,644
shares
|
$335,248
0.02% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,636
shares
|
$334,512
0.01% of portfolio
|
Q3 2025
Reduced 44.42%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
3,633
shares
|
$334,236
0.08% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,625
shares
|
$333,500
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,616
shares
|
$332,672
0.0% of portfolio
|
Q3 2025
Reduced 26.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,601
shares
|
$331,292
0.0% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,569
shares
|
$328,348
0.02% of portfolio
|
Q3 2025
Added 3541.84%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,564
shares
|
$327,888
0.09% of portfolio
|
Q1 2025
Added 55.91%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
3,550
shares
|
$326,600
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|