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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,027
shares
|
$278,484
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
3,024
shares
|
$278,208
0.0% of portfolio
|
Q4 2025
Added 12.54%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
3,002
shares
|
$276,184
0.17% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$276,000
0.02% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$276,000
0.07% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$276,000
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
2,992
shares
|
$275,264
0.01% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
2,970
shares
|
$273,240
0.0% of portfolio
|
Q1 2025
Reduced 62.18%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,966
shares
|
$272,872
0.51% of portfolio
|
Q3 2022
Added 1686.75%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
2,965
shares
|
$272,780
0.01% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
2,965
shares
|
$272,780
0.1% of portfolio
|
Q4 2025
Reduced 28.05%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,948
shares
|
$271,216
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
2,940
shares
|
$270,480
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,933
shares
|
$269,836
0.01% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
2,932
shares
|
$269,744
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,918
shares
|
$268,456
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,915
shares
|
$268,180
0.02% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
2,891
shares
|
$265,972
0.02% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
2,880
shares
|
$264,960
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,876
shares
|
$264,592
0.03% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
2,873
shares
|
$264,316
0.04% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
2,871
shares
|
$264,132
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
2,853
shares
|
$262,476
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
2,851
shares
|
$262,292
0.09% of portfolio
|
Q3 2025
Reduced 80.27%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,850
shares
|
$262,200
0.03% of portfolio
|
Q1 2024
New holding
|
|