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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
95
shares
|
$8,740
0.0% of portfolio
|
Q1 2025
Added 427.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
94
shares
|
$8,648
0.01% of portfolio
|
Q2 2025
Added 571.43%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
92
shares
|
$8,464
0.0% of portfolio
|
Q1 2025
Reduced 72.62%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
90
shares
|
$8,280
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
89
shares
|
$8,188
0.0% of portfolio
|
Q4 2025
Added 423.53%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
89
shares
|
$8,188
0.0% of portfolio
|
Q3 2025
Added 41.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
85
shares
|
$7,820
0.0% of portfolio
|
Q4 2025
Reduced 14.14%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
84
shares
|
$7,728
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
81
shares
|
$7,452
0.0% of portfolio
|
Q3 2025
Added 47.27%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
80
shares
|
$7,360
0.0% of portfolio
|
Q3 2025
Added 32.17%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$7,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
78
shares
|
$7,176
0.0% of portfolio
|
Q4 2023
Reduced 18.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
78
shares
|
$7,176
0.0% of portfolio
|
Q2 2024
Added 44.44%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
75
shares
|
$6,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
74
shares
|
$6,808
0.01% of portfolio
|
Q3 2025
Added 32.14%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
74
shares
|
$6,808
0.01% of portfolio
|
Q2 2025
Added 37.04%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
73
shares
|
$6,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
72
shares
|
$6,624
0.0% of portfolio
|
Q1 2025
Reduced 90.35%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
72
shares
|
$6,624
0.0% of portfolio
|
Q3 2025
Reduced 51.02%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
72
shares
|
$6,624
0.0% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
70
shares
|
$6,440
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
70
shares
|
$6,440
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
70
shares
|
$6,440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
68
shares
|
$6,256
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
67
shares
|
$6,164
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|