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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
370
shares
|
$34,040
0.0% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
362
shares
|
$33,304
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
336
shares
|
$30,912
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$30,728
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
332
shares
|
$30,544
0.0% of portfolio
|
Q4 2025
Added 11.41%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
316
shares
|
$29,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
304
shares
|
$27,968
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
300
shares
|
$27,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
300
shares
|
$27,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
300
shares
|
$27,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
299
shares
|
$27,508
0.0% of portfolio
|
Q3 2025
Reduced 19.41%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
294
shares
|
$27,048
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
282
shares
|
$25,944
0.0% of portfolio
|
Q4 2025
Reduced 46.18%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
282
shares
|
$25,944
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
276
shares
|
$25,392
0.01% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
275
shares
|
$25,300
0.0% of portfolio
|
Q3 2025
Reduced 38.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
274
shares
|
$25,208
0.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
262
shares
|
$24,104
0.0% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
260
shares
|
$23,920
0.0% of portfolio
|
Q2 2024
Reduced 55.02%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
240
shares
|
$22,080
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
237
shares
|
$21,804
0.0% of portfolio
|
Q4 2025
Added 36.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
230
shares
|
$21,160
0.01% of portfolio
|
Q3 2023
Added 74.24%
|
|