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 |
|---|---|---|---|---|---|
|
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 |
Jan 12, 2026 Q4 2025 |
1,316
shares
|
$121,072
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
1,275
shares
|
$117,300
0.05% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,274
shares
|
$117,208
0.09% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,258
shares
|
$115,736
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,257
shares
|
$115,644
0.01% of portfolio
|
Q3 2025
Added 27.74%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,250
shares
|
$115,000
0.02% of portfolio
|
Q3 2023
Added 38.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,237
shares
|
$113,804
0.0% of portfolio
|
Q3 2025
Added 44.34%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
1,218
shares
|
$112,056
0.06% of portfolio
|
Q3 2025
Added 103.0%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,172
shares
|
$107,824
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,167
shares
|
$107,364
0.0% of portfolio
|
Q3 2025
Added 51.36%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,160
shares
|
$106,720
0.01% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,134
shares
|
$104,328
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
1,125
shares
|
$103,500
0.04% of portfolio
|
Q3 2025
Added 156.26%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,122
shares
|
$103,224
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,122
shares
|
$103,224
0.05% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
1,110
shares
|
$102,120
0.01% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,100
shares
|
$101,200
0.08% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,093
shares
|
$100,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,089
shares
|
$100,188
0.03% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,084
shares
|
$99,728
0.01% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,032
shares
|
$94,944
0.02% of portfolio
|
Q2 2024
Reduced 63.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
993
shares
|
$91,356
0.01% of portfolio
|
Q3 2025
Added 5.41%
|
|