Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,331 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 |
|---|---|---|---|---|---|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,481
shares
|
$228,252
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,479
shares
|
$228,068
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,470
shares
|
$227,240
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,449
shares
|
$225,308
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,438
shares
|
$224,296
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
2,421
shares
|
$222,732
0.02% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,409
shares
|
$221,628
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
2,406
shares
|
$221,352
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
2,404
shares
|
$221,168
0.74% of portfolio
|
Q3 2022
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
2,400
shares
|
$220,800
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
2,380
shares
|
$218,960
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,374
shares
|
$218,408
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
2,374
shares
|
$218,408
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,373
shares
|
$218,316
0.13% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
2,363
shares
|
$217,396
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,333
shares
|
$214,636
0.01% of portfolio
|
Q4 2025
Added 40.63%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
2,332
shares
|
$214,544
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
2,328
shares
|
$214,176
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
2,320
shares
|
$213,440
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
2,314
shares
|
$212,888
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
2,300
shares
|
$211,600
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,292
shares
|
$210,864
0.01% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,286
shares
|
$210,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,282
shares
|
$209,944
0.08% of portfolio
|
Q3 2025
Added 90.64%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,275
shares
|
$209,300
0.01% of portfolio
|
Q3 2025
New holding
|
|