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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
9
shares
|
$828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
9
shares
|
$828
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8
shares
|
$736
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
7
shares
|
$644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
7
shares
|
$644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
6
shares
|
$552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
5
shares
|
$460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5
shares
|
$460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5
shares
|
$460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
4
shares
|
$368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
3
shares
|
$276
0.0% of portfolio
|
Q2 2025
Reduced 97.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|