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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,847
shares
|
$261,924
0.08% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,846
shares
|
$261,832
0.0% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
2,845
shares
|
$261,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
2,840
shares
|
$261,280
0.07% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
2,835
shares
|
$260,820
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,830
shares
|
$260,360
0.07% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
2,804
shares
|
$257,968
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
2,800
shares
|
$257,600
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
2,799
shares
|
$257,508
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
2,792
shares
|
$256,864
0.12% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
2,788
shares
|
$256,496
0.13% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
2,787
shares
|
$256,404
0.06% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,786
shares
|
$256,312
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,786
shares
|
$256,312
0.03% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
2,767
shares
|
$254,564
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
2,758
shares
|
$253,736
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,742
shares
|
$252,264
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,739
shares
|
$251,988
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
2,737
shares
|
$251,804
0.06% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
2,731
shares
|
$251,252
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
2,702
shares
|
$248,584
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
2,700
shares
|
$248,400
0.03% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
2,700
shares
|
$248,400
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
2,694
shares
|
$247,848
0.05% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
2,693
shares
|
$247,756
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|