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 |
|---|---|---|---|---|---|
|
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
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
2,266
shares
|
$208,472
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,252
shares
|
$207,184
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
2,237
shares
|
$205,804
0.0% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
2,226
shares
|
$204,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,216
shares
|
$203,872
0.0% of portfolio
|
Q2 2023
Reduced 5.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,205
shares
|
$202,860
0.0% of portfolio
|
Q3 2025
Reduced 66.25%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,180
shares
|
$200,560
0.01% of portfolio
|
Q3 2023
Added 100.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,173
shares
|
$199,916
0.0% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,146
shares
|
$197,432
0.07% of portfolio
|
Q2 2023
Added 4.28%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,144
shares
|
$197,248
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,052
shares
|
$188,784
0.0% of portfolio
|
Q3 2025
Reduced 83.34%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,042
shares
|
$187,864
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$184,000
0.01% of portfolio
|
Q3 2025
Reduced 25.93%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,000
shares
|
$184,000
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$184,000
0.02% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,998
shares
|
$183,816
0.02% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,970
shares
|
$181,240
0.02% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,930
shares
|
$177,560
0.0% of portfolio
|
Q4 2025
Reduced 5.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,873
shares
|
$172,316
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,816
shares
|
$167,072
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,765
shares
|
$162,380
0.09% of portfolio
|
Q2 2025
Reduced 12.88%
|
|