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 |
|---|---|---|---|---|---|
|
Motco
|
Oct 22, 2025 Q3 2025 |
491
shares
|
$45,172
0.0% of portfolio
|
Q3 2025
Added 1945.83%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
465
shares
|
$42,780
0.0% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
458
shares
|
$42,136
0.02% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
456
shares
|
$41,952
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
454
shares
|
$41,768
0.02% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
453
shares
|
$41,676
0.02% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
446
shares
|
$41,032
0.0% of portfolio
|
Q3 2025
Reduced 88.72%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
424
shares
|
$39,008
0.0% of portfolio
|
Q3 2025
Added 117.44%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
402
shares
|
$36,984
0.0% of portfolio
|
Q4 2023
Reduced 40.71%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
401
shares
|
$36,892
0.02% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
400
shares
|
$36,800
0.01% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$36,800
0.0% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
400
shares
|
$36,800
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
400
shares
|
$36,800
0.01% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
400
shares
|
$36,800
0.02% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
400
shares
|
$36,800
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
400
shares
|
$36,800
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
397
shares
|
$36,524
0.01% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
391
shares
|
$35,972
0.01% of portfolio
|
Q3 2025
Added 74.55%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
390
shares
|
$35,880
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
388
shares
|
$35,696
0.01% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
382
shares
|
$35,144
0.05% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
382
shares
|
$35,144
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
380
shares
|
$34,960
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
376
shares
|
$34,592
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|