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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
59
shares
|
$5,428
0.0% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
59
shares
|
$5,428
0.0% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
58
shares
|
$5,336
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
55
shares
|
$5,060
0.0% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
55
shares
|
$5,060
0.0% of portfolio
|
Q1 2025
Reduced 77.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
54
shares
|
$4,968
0.0% of portfolio
|
Q1 2025
Reduced 96.75%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
52
shares
|
$4,784
0.0% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
52
shares
|
$4,784
0.0% of portfolio
|
Q2 2025
Reduced 64.14%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
51
shares
|
$4,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
51
shares
|
$4,692
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$4,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
50
shares
|
$4,600
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
50
shares
|
$4,600
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
49
shares
|
$4,508
0.0% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
48
shares
|
$4,416
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
47
shares
|
$4,324
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
47
shares
|
$4,324
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
47
shares
|
$4,324
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
45
shares
|
$4,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
43
shares
|
$3,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
42
shares
|
$3,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
42
shares
|
$3,864
0.0% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
39
shares
|
$3,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
38
shares
|
$3,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
36
shares
|
$3,312
0.0% of portfolio
|
Q4 2024
New holding
|
|