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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
981
shares
|
$90,252
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
976
shares
|
$89,792
0.0% of portfolio
|
Q4 2025
Added 58.44%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
975
shares
|
$89,700
0.04% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
973
shares
|
$89,516
0.03% of portfolio
|
Q3 2024
Reduced 54.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
934
shares
|
$85,928
0.02% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
932
shares
|
$85,744
0.0% of portfolio
|
Q3 2025
Reduced 18.82%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
928
shares
|
$85,376
0.03% of portfolio
|
Q1 2024
Reduced 48.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
926
shares
|
$85,192
0.06% of portfolio
|
Q4 2024
Reduced 81.03%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
918
shares
|
$84,456
0.01% of portfolio
|
Q4 2025
Added 17.84%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
872
shares
|
$80,224
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
867
shares
|
$79,764
0.01% of portfolio
|
Q2 2024
Added 10.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
856
shares
|
$78,752
0.02% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
854
shares
|
$78,568
0.04% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
842
shares
|
$77,464
0.02% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
841
shares
|
$77,372
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
818
shares
|
$75,256
0.01% of portfolio
|
Q3 2025
Added 34.98%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
805
shares
|
$74,060
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
803
shares
|
$73,876
0.01% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
800
shares
|
$73,600
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
800
shares
|
$73,600
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Oct 17, 2025 Q3 2025 |
778
shares
|
$71,576
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
775
shares
|
$71,300
0.02% of portfolio
|
Q3 2025
Reduced 79.46%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
763
shares
|
$70,196
0.01% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
763
shares
|
$70,196
0.01% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
761
shares
|
$70,012
0.0% of portfolio
|
Q2 2025
Reduced 94.33%
|
|