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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
3,550
shares
|
$326,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,542
shares
|
$325,864
0.02% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,540
shares
|
$325,680
0.01% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,525
shares
|
$324,300
0.03% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,522
shares
|
$324,024
0.01% of portfolio
|
Q4 2025
Added 22.55%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,502
shares
|
$322,184
0.19% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,501
shares
|
$322,092
0.03% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
3,489
shares
|
$320,988
0.17% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,476
shares
|
$319,792
0.03% of portfolio
|
Q3 2025
Added 56.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,467
shares
|
$318,964
0.0% of portfolio
|
Q3 2025
Reduced 34.79%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,459
shares
|
$318,228
0.04% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
3,456
shares
|
$317,952
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,444
shares
|
$316,848
0.07% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
3,428
shares
|
$315,376
0.05% of portfolio
|
Q4 2025
Added 6.13%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,425
shares
|
$315,100
0.02% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
3,419
shares
|
$314,548
0.01% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
3,402
shares
|
$312,984
0.05% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,400
shares
|
$312,800
0.11% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Nov 13, 2025 Q3 2025 |
3,388
shares
|
$311,696
0.02% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
3,365
shares
|
$309,580
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
3,352
shares
|
$308,384
0.22% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
3,340
shares
|
$307,280
0.01% of portfolio
|
Q4 2025
Reduced 5.49%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,332
shares
|
$306,544
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,326
shares
|
$305,992
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,316
shares
|
$305,072
0.02% of portfolio
|
Q3 2025
Reduced 10.4%
|
|