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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
154
shares
|
$14,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
153
shares
|
$14,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
150
shares
|
$13,800
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$13,800
0.01% of portfolio
|
Q2 2024
Reduced 86.96%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
146
shares
|
$13,432
0.0% of portfolio
|
Q3 2025
Reduced 26.63%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
140
shares
|
$12,880
0.01% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
140
shares
|
$12,880
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
138
shares
|
$12,696
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
137
shares
|
$12,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
134
shares
|
$12,328
0.0% of portfolio
|
Q3 2025
Added 47.25%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
130
shares
|
$11,960
0.0% of portfolio
|
Q4 2024
Reduced 87.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
130
shares
|
$11,960
0.0% of portfolio
|
Q3 2025
Reduced 69.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
126
shares
|
$11,592
0.0% of portfolio
|
Q3 2023
Added 34.04%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
120
shares
|
$11,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
118
shares
|
$10,856
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
110
shares
|
$10,120
0.0% of portfolio
|
Q1 2025
Added 5400.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
108
shares
|
$9,936
0.0% of portfolio
|
Q1 2025
Reduced 74.88%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
108
shares
|
$9,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
107
shares
|
$9,844
0.0% of portfolio
|
Q3 2025
Added 345.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
102
shares
|
$9,384
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
101
shares
|
$9,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
100
shares
|
$9,200
0.0% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
99
shares
|
$9,108
0.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
95
shares
|
$8,740
0.0% of portfolio
|
Q1 2025
Added 427.78%
|
|