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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,684
shares
|
$246,928
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
2,674
shares
|
$246,008
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,650
shares
|
$243,800
0.18% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
2,642
shares
|
$243,064
0.06% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,636
shares
|
$242,512
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
2,634
shares
|
$242,328
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,633
shares
|
$242,236
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,624
shares
|
$241,408
0.01% of portfolio
|
Q1 2022
Reduced 14.72%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,620
shares
|
$241,040
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,620
shares
|
$241,040
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
2,584
shares
|
$237,728
0.04% of portfolio
|
Q3 2025
Reduced 20.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,579
shares
|
$237,268
0.01% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,572
shares
|
$236,624
0.06% of portfolio
|
Q3 2022
Added 0.94%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
2,565
shares
|
$235,980
0.07% of portfolio
|
Q4 2025
Reduced 11.34%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
2,564
shares
|
$235,888
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,563
shares
|
$235,796
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,560
shares
|
$235,520
0.21% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,560
shares
|
$235,520
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,558
shares
|
$235,336
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
2,555
shares
|
$235,060
0.0% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,534
shares
|
$233,128
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,532
shares
|
$232,944
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,531
shares
|
$232,852
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,513
shares
|
$231,196
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$230,000
0.09% of portfolio
|
Q3 2025
New holding
|
|