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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
3,300
shares
|
$303,600
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
3,289
shares
|
$302,588
0.04% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
3,258
shares
|
$299,736
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,258
shares
|
$299,736
0.01% of portfolio
|
Q3 2025
Reduced 28.52%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,256
shares
|
$299,552
0.01% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,256
shares
|
$299,552
0.0% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
3,243
shares
|
$298,356
0.16% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,217
shares
|
$295,964
0.01% of portfolio
|
Q3 2025
Reduced 28.95%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,209
shares
|
$295,228
0.0% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
3,204
shares
|
$294,768
0.06% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,201
shares
|
$294,492
0.02% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
3,181
shares
|
$292,652
0.03% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
3,175
shares
|
$292,100
0.04% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,130
shares
|
$287,960
0.09% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,125
shares
|
$287,500
0.02% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
3,123
shares
|
$287,316
0.05% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,119
shares
|
$286,948
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,115
shares
|
$286,580
0.03% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
3,111
shares
|
$286,212
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
3,102
shares
|
$285,384
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
3,100
shares
|
$285,200
0.02% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,071
shares
|
$282,532
0.06% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
3,058
shares
|
$281,336
0.02% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
3,035
shares
|
$279,220
0.12% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
3,033
shares
|
$279,036
0.06% of portfolio
|
Q2 2025
Reduced 0.43%
|
|