Free Trial
Don't Miss the A.I. Investing RevolutionStart My Trial

Sempra Energy (SRE) Institutional Ownership

Sempra Energy logo
$93.98 +1.52 (+1.65%)
Closing price 03:59 PM Eastern
Extended Trading
$94.02 +0.04 (+0.04%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Sempra Energy (NYSE:SRE)

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
824
Total
Institutional Inflows
(last 12 months)
$9.05B
Number of
Institutional Sellers
(last 12 months)
540
Total
Institutional Outflows
(last 12 months)
$3.49B
Get SRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sempra Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SRE Institutional Buying and Selling by Quarter

Sempra Energy Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Assenagon Asset Management S.A.20,530$1.85M0.0%-89.6%0.003%
10/7/2025Werlinich Asset Management LLC53,800$4.84M2.4%-4.4%0.008%
10/6/2025Moody National Bank Trust Division24,261$2.18M0.2%-6.8%0.004%
10/6/2025Old Port Advisors5,462$491K0.1%-6.7%0.001%
10/6/2025Gradient Investments LLC9,323$839K0.0%-4.8%0.001%
10/6/2025Grove Bank & Trust10,107$909K0.1%-8.0%0.002%
10/3/2025 HCR Wealth Advisors6,148$549K0.1%-4.5%0.001%
10/2/2025 GAMMA Investing LLC11,858$1.07M0.1%+12.6%0.002%
9/30/2025Cullen Capital Management LLC48,858$3.70M0.0%-8.3%0.007%
9/26/2025Corient Private Wealth LLC555,082$42.06M0.1%-4.7%0.085%
9/24/2025Texas Permanent School Fund Corp45,822$3.47M0.0%-33.0%0.007%
9/22/2025Caldwell Trust Co2,066$157K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC5,568$422K0.0%+78.7%0.001%
9/9/2025NWF Advisory Services Inc.4,364$331K0.0%+24.0%0.001%
9/4/2025SevenBridge Financial Group LLC55,907$4.59M0.8%+13.4%0.009%
9/4/2025Osaic Holdings Inc.169,998$12.65M0.0%+42.3%0.026%
8/29/2025Centaurus Financial Inc.14,663$1.11M0.1%-3.4%0.002%
8/27/2025Orion Porfolio Solutions LLC35,120$2.66M0.0%+1.3%0.005%
8/26/2025Thrivent Financial for Lutherans33,214$2.51M0.0%+4.1%0.005%
8/26/2025MASTERINVEST Kapitalanlage GmbH10,989$833K0.1%N/A0.002%
8/20/2025Kentucky Retirement Systems40,595$3.08M0.1%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund17,230$1.31M0.1%-6.5%0.003%
8/20/2025Coppell Advisory Solutions LLC6,222$469K0.1%-17.3%0.001%
8/19/2025Marex Group plc6,080$461K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC26,250$2.14M0.0%+2.6%0.004%
8/19/2025Hohimer Wealth Management LLC64,077$4.86M0.9%-2.0%0.010%
8/19/2025Pitcairn Co.2,929$222K0.0%-26.7%0.000%
8/18/2025Hudson Bay Capital Management LP228,211$17.29M0.1%N/A0.035%
8/18/2025Geneos Wealth Management Inc.54,055$4.10M0.1%+59.9%0.008%
8/18/2025CYBER HORNET ETFs LLC1,649$125K0.1%N/A0.000%
8/18/2025Pacific Center for Financial Services832$63K0.0%-32.2%0.000%
8/16/2025Public Sector Pension Investment Board134,221$10.17M0.0%-20.7%0.021%
8/16/2025Evergreen Capital Management LLC6,327$483K0.0%-4.3%0.001%
8/16/2025Headlands Technologies LLC22,484$1.70M0.2%+454.3%0.003%
8/15/2025Strategic Investment Advisors MI8,515$643K0.1%-6.7%0.001%
8/15/2025CANADA LIFE ASSURANCE Co907,245$68.83M0.1%+6.5%0.139%
8/15/202544 Wealth Management LLC14,449$1.10M0.4%+70.2%0.002%
8/15/2025Tower Research Capital LLC TRC 8,182$620K0.0%-80.0%0.001%
8/15/2025MUFG Securities EMEA plc1,927$146K0.0%N/A0.000%
8/15/2025Howland Capital Management LLC2,845$217K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC1,054,347$79.89M0.1%+81.1%0.162%
8/15/2025State of Tennessee Department of Treasury157,037$11.90M0.0%-12.8%0.024%
8/15/2025Stonebridge Capital Advisors LLC113,843$8.63M0.7%-0.2%0.017%
8/15/2025Captrust Financial Advisors77,288$5.86M0.0%+2.5%0.012%
8/15/2025WFA of San Diego LLC16,890$1.28M0.9%N/A0.003%
8/15/2025Vident Advisory LLC20,202$1.53M0.0%+4.1%0.003%
8/15/2025Voleon Capital Management LP5,022$381K0.0%N/A0.001%
8/15/2025Two Sigma Securities LLC3,581$271K0.0%N/A0.001%
8/15/2025Tidal Investments LLC8,543$647K0.0%-15.1%0.001%
8/15/2025Smartleaf Asset Management LLC4,990$376K0.0%+77.0%0.001%
8/15/2025Snowden Capital Advisors LLC15,994$1.22M0.0%-5.5%0.002%
8/15/2025Socorro Asset Management LP166,384$12.61M4.2%+16.1%0.026%
8/15/2025Royal London Asset Management Ltd.484,023$36.67M0.1%-5.9%0.074%
8/15/2025Rafferty Asset Management LLC70,080$5.31M0.0%+23.0%0.011%
8/15/2025Orion Porfolio Solutions LLC35,120$2.66M0.0%+1.3%0.005%
8/15/2025MML Investors Services LLC48,441$3.67M0.0%+2.9%0.007%
8/15/2025Man Group plc38,901$2.95M0.0%-68.4%0.006%
8/15/2025McIlrath & Eck LLC1,113$84K0.0%-45.2%0.000%
8/15/2025Meiji Yasuda Asset Management Co Ltd.70,741$5.36M0.3%-13.2%0.011%
8/15/2025Merewether Investment Management LP1,676,932$127.06M3.6%+321.9%0.257%
8/15/2025Lazard Asset Management LLC105,421$7.99M0.0%+354.4%0.016%
8/15/2025Holocene Advisors LP27,344$2.07M0.0%-73.1%0.004%
8/15/2025Hudson Bay Capital Management LP228,211$17.29M0.1%N/A0.035%
8/15/2025ICONIQ Capital LLC4,477$339K0.0%+56.5%0.001%
8/15/2025IHT Wealth Management LLC5,425$411K0.0%-3.3%0.001%
8/15/2025EP Wealth Advisors LLC64,325$4.87M0.0%-82.0%0.010%
8/15/2025Eventide Asset Management LLC7,130$538K0.0%+125.8%0.001%
8/15/2025Energy Income Partners LLC817,207$61.92M1.2%-62.6%0.125%
8/15/2025Engineers Gate Manager LP19,761$1.50M0.0%-52.9%0.003%
8/15/2025Bcwm LLC146,363$11.09M3.5%-3.9%0.022%
8/15/2025Benjamin Edwards Inc.28,238$2.14M0.0%+9.6%0.004%
8/15/2025BI Asset Management Fondsmaeglerselskab A S23,982$1.82M0.0%+9.3%0.004%
8/15/2025BNP Paribas Financial Markets1,316,214$99.73M0.1%-14.7%0.202%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp767,172$58.13M0.3%+3.6%0.118%
8/15/2025Brevan Howard Capital Management LP13,320$1.01M0.0%N/A0.002%
8/15/2025Balyasny Asset Management L.P.160,578$12.17M0.0%-87.4%0.025%
8/15/2025Adage Capital Partners GP L.L.C.597,370$45.26M0.1%+136.0%0.092%
8/15/2025AQR Capital Management LLC187,373$14.15M0.0%-22.3%0.029%
8/15/2025Ameriprise Financial Inc.2,517,794$192.55M0.0%+10.7%0.386%
8/14/2025California State Teachers Retirement System854,554$64.75M0.1%+1.4%0.131%
8/14/2025Raymond James Financial Inc.1,408,859$106.75M0.0%+3.7%0.216%
8/14/2025Canada Pension Plan Investment Board429,493$32.54M0.0%+17.7%0.066%
8/14/2025Occudo Quantitative Strategies LP119,428$9.05M1.0%+600.3%0.018%
8/14/2025Quantinno Capital Management LP91,826$6.96M0.0%+75.8%0.014%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,449,626$261.38M0.5%-1.3%0.529%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main27,200$2.06M0.0%-97.8%0.004%
8/14/2025Diversify Advisory Services LLC10,570$868K0.0%-9.6%0.002%
8/14/2025Alliancebernstein L.P.879,919$66.67M0.0%+18.6%0.135%
8/14/2025Peapack Gladstone Financial Corp9,341$708K0.0%-26.4%0.001%
8/14/2025Decade Renewable Partners LP66,200$5.02M4.0%N/A0.010%
8/14/2025Vivaldi Capital Management LP3,660$277K0.0%+4.8%0.001%
8/14/2025Treasurer of the State of North Carolina304,928$23.10M0.1%+5.2%0.047%
8/14/2025The Manufacturers Life Insurance Company 844,551$63.99M0.1%+2.5%0.129%
8/14/2025Sei Investments Co.423,280$32.07M0.0%+80.0%0.065%
8/14/2025NewEdge Advisors LLC32,442$2.46M0.0%-5.0%0.005%
8/14/2025Intact Investment Management Inc.66,700$5.05M0.2%-14.6%0.010%
8/14/2025Investment Management Corp of Ontario146,806$11.12M0.2%+66.8%0.023%
8/14/2025AXA S.A.279,508$21.18M0.1%-5.3%0.043%
8/14/2025State Street Corp34,380,068$2.63B0.1%+3.7%5.269%
8/14/2025Daiwa Securities Group Inc.108,255$8.20M0.0%+2.3%0.017%
(Data available from 1/1/2016 forward)

SRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRE shares?

During the previous two years, 1,289 institutional investors and hedge funds held shares of Sempra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($5.03B), Capital International Investors ($4.37B), Wellington Management Group LLP ($3.47B), State Street Corp ($2.63B), FMR LLC ($1.80B), Clearbridge Investments LLC ($1.23B), and Geode Capital Management LLC ($1.06B).Learn more on Sempra Energy's institutional investors.

What percentage of Sempra Energy's stock is owned by institutional investors?

89.65% of Sempra Energy's stock is owned by institutional investors. Learn more on SRE's institutional investor holdings.

Which institutional investors have been buying Sempra Energy's stock?

Of the 1,206 institutional investors that purchased Sempra Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($39.58M), Vanguard Group Inc. ($35.14M), Wellington Management Group LLP ($29.59M), FMR LLC ($11.64M), Deutsche Bank AG ($9.13M), Clearbridge Investments LLC ($7.64M), and Newport Trust Company LLC ($7.39M).

How much institutional buying is happening at Sempra Energy?

Institutional investors have bought a total of 113,675,069 shares in the last 24 months. This purchase volume represents approximately $9.05B in transactions.

Which of Sempra Energy's major shareholders have been selling company stock?

Of the 540 institutional investors that sold Sempra Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Deutsche Bank AG ($8.26M), Neuberger Berman Group LLC ($1.99M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($1.86M), Legal & General Group Plc ($1.64M), Bank of America Corp DE ($1.39M), Energy Income Partners LLC ($1.37M), and Citigroup Inc. ($1.33M).

How much institutional selling is happening at Sempra Energy?

Institutional investors have sold a total of 44,473,484 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.


Related Companies

This page (NYSE:SRE) was last updated on 10/7/2025 by MarketBeat.com Staff
From Our Partners
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
The Tiny Stock Set to Soar with Musk's AI Ambitions
The Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...
Behind the Markets | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
U.S. Government Sparking Crypto Rally
U.S. Puts GDP on the Blockchain Could this spark the next crypto supercycle? Discover the altcoins poised t...
Crypto 101 Media | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel