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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,683
shares
|
$154,836
0.01% of portfolio
|
Q2 2020
Reduced 20.5%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,678
shares
|
$154,376
0.01% of portfolio
|
Q2 2025
Added 87.7%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,650
shares
|
$151,800
0.01% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,636
shares
|
$150,512
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,636
shares
|
$150,512
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,634
shares
|
$150,328
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
1,600
shares
|
$147,200
0.11% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,598
shares
|
$147,016
0.06% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,592
shares
|
$146,464
0.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,565
shares
|
$143,980
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,563
shares
|
$143,796
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,536
shares
|
$141,312
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,531
shares
|
$140,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,525
shares
|
$140,300
0.06% of portfolio
|
Q4 2022
Reduced 31.46%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,500
shares
|
$138,000
0.14% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
1,500
shares
|
$138,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
1,450
shares
|
$133,400
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,447
shares
|
$133,124
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,431
shares
|
$131,652
0.14% of portfolio
|
Q2 2022
Reduced 71.9%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,428
shares
|
$131,376
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,422
shares
|
$130,824
0.04% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
1,417
shares
|
$130,364
0.04% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
1,400
shares
|
$128,800
0.05% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,323
shares
|
$121,716
0.0% of portfolio
|
Q3 2025
Reduced 53.38%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
1,316
shares
|
$121,072
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|