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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
218
shares
|
$20,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
215
shares
|
$19,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
210
shares
|
$19,320
0.03% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
208
shares
|
$19,136
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
208
shares
|
$19,136
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
205
shares
|
$18,860
0.01% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
204
shares
|
$18,768
0.01% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
203
shares
|
$18,676
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
200
shares
|
$18,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
200
shares
|
$18,400
0.0% of portfolio
|
Q3 2025
Added 1150.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
198
shares
|
$18,216
0.0% of portfolio
|
Q3 2025
Added 330.43%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
194
shares
|
$17,848
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
194
shares
|
$17,848
0.0% of portfolio
|
Q3 2025
Reduced 44.73%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
184
shares
|
$16,928
0.0% of portfolio
|
Q1 2025
Added 93.68%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
184
shares
|
$16,928
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
182
shares
|
$16,744
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
174
shares
|
$16,008
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
172
shares
|
$15,824
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$15,640
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
167
shares
|
$15,364
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
166
shares
|
$15,272
0.0% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
161
shares
|
$14,812
0.01% of portfolio
|
Q2 2022
Added 12.59%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
161
shares
|
$14,812
0.0% of portfolio
|
Q3 2025
Added 242.55%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
156
shares
|
$14,352
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
154
shares
|
$14,168
0.0% of portfolio
|
Q3 2025
New holding
|
|