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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
298
shares
|
$27,416
0.0% of portfolio
|
Q3 2025
Reduced 25.13%
|
|
|
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%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
282
shares
|
$25,944
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
281
shares
|
$25,852
0.0% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
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%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
230
shares
|
$21,160
0.01% of portfolio
|
Q3 2023
Added 74.24%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
229
shares
|
$21,068
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
226
shares
|
$20,792
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
222
shares
|
$20,424
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
220
shares
|
$20,240
0.0% of portfolio
|
Q2 2025
Added 3566.67%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
220
shares
|
$20,240
0.0% of portfolio
|
Q3 2025
Reduced 5.58%
|
|