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Sempra Energy (SRE) Institutional Ownership

Sempra Energy logo
$94.09 -0.53 (-0.56%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$93.79 -0.30 (-0.32%)
As of 07/10/2026 07:57 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Sempra Energy (NYSE:SRE)

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
755
Total
Institutional Inflows
(last 12 months)
$8.61B
Number of
Institutional Sellers
(last 12 months)
524
Total
Institutional Outflows
(last 12 months)
$4.17B
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SRE Institutional Buying and Selling by Quarter

Sempra Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Tema ETFs LLC12,238$1.14M0.0%+10.5%0.002%
7/10/2026 Generali Investments Management Co LLC11,084$1.03M0.2%+24.3%0.002%
7/10/2026 Fulton Bank N.A.3,679$341K0.0%-4.1%0.001%
7/10/2026 Wealthcare Advisory Partners LLC3,319$308K0.0%-8.4%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.28,808$2.67M0.1%-1.1%0.004%
7/9/2026 Valeo Financial Advisors LLC3,067$284K0.0%+11.8%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,605$149K0.1%+13.7%0.000%
7/8/2026 Cooper Financial Group10,042$931K0.1%-7.8%0.002%
7/8/2026 Czech National Bank186,065$17.25M0.1%+4.7%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab120,575$11.18M0.1%+15.7%0.018%
7/8/2026 Assenagon Asset Management S.A.440,209$40.81M0.1%+1,113.9%0.067%
7/8/2026 Byrne Asset Management LLC6,185$573K0.3%-12.9%0.001%
7/7/2026 Dynamic Advisor Solutions LLC17,177$1.59M0.0%-3.7%0.003%
7/7/2026 GAMMA Investing LLC20,940$1.94M0.1%+17.6%0.003%
7/7/2026 Harbor Investment Advisory LLC7,241$671K0.0%+19.6%0.001%
7/7/2026 Moody National Bank Trust Division17,247$1.60M0.1%-5.6%0.003%
7/7/2026 CoreCap Advisors LLC461$43K0.0%-38.2%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB2,876$267K0.0%+5.8%0.000%
7/2/2026 Hilltop National Bank14,394$1.33M0.3%+9,307.8%0.002%
7/2/2026 CX Institutional4,204$390K0.0%+3.9%0.001%
6/22/2026 Sapient Capital LLC2,509$245K0.0%N/A0.000%
6/18/2026Pacer Advisors Inc.32,662$3.17M0.0%-36.5%0.005%
6/3/2026Parallel Advisors LLC11,772$1.14M0.0%+7.5%0.002%
6/3/2026NewEdge Advisors LLC24,549$2.39M0.0%-6.8%0.004%
6/2/2026Optiver Holding B.V.658$64K0.0%-28.5%0.000%
5/29/2026Ipsen Advisor Group LLC9,696$942K0.7%+1.9%0.001%
5/26/2026Glenmede Trust Co. NA45,678$4.44M0.0%+1.7%0.007%
5/22/2026Groupama Asset Managment602,468$58.54M0.8%-0.1%0.092%
5/21/2026J. Derek Lewis & Associates Inc.2,777$270K0.1%+12.1%0.000%
5/19/2026Western Wealth Management LLC738$72K0.0%N/A0.000%
5/19/2026Bank of America Corp DE10,385,174$1.01B0.1%+16.1%1.589%
5/19/2026Edgestream Partners L.P.3,220$313K0.0%-11.2%0.000%
5/19/2026Kentucky Retirement Systems18,766$1.68M0.1%-54.2%0.003%
5/19/2026Janus Henderson Group PLC328,845$31.96M0.0%+316.9%0.050%
5/19/2026Centaurus Financial Inc.13,998$1.36M0.1%+2.0%0.002%
5/19/2026Strategic Investment Advisors MI8,784$853K0.1%+8.2%0.001%
5/19/2026Arkadios Wealth Advisors15,295$1.49M0.0%-2.8%0.002%
5/19/2026Altshuler Shaham Ltd8,414$818K0.0%+13.7%0.001%
5/18/2026Amundi1,588,184$154.32M0.0%-4.6%0.243%
5/18/2026EverSource Wealth Advisors LLC4,965$482K0.0%+21.7%0.001%
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5/18/2026California State Teachers Retirement System825,929$80.26M0.1%-2.0%0.126%
5/18/2026Royal Bank of Canada1,522,855$147.97M0.0%+5.5%0.233%
5/18/2026Empowered Funds LLC54,979$5.34M0.0%+41.0%0.008%
5/18/2026Energy Income Partners LLC1,342,678$130.47M2.1%+1.5%0.205%
5/16/2026The Manufacturers Life Insurance Company 933,604$90.72M0.1%-0.8%0.143%
5/16/2026Socorro Asset Management LP115,679$11.24M5.1%-13.6%0.018%
5/16/2026KCM Investment Advisors LLC5,745$558K0.0%-5.5%0.001%
5/16/2026Excelsior Advisor Network LLC6,775$658K0.3%N/A0.001%
5/16/2026Quantinno Capital Management LP224,434$21.81M0.0%+20.9%0.034%
5/16/2026BROOKFIELD Corp ON 1,610,550$156.50M0.2%-16.3%0.246%
5/16/2026Lazard Asset Management LLC37,026$3.60M0.0%+41.0%0.006%
5/16/2026ABS Direct Equity Fund LLC25,000$2.43M1.9%N/A0.004%
5/16/2026JCP Investment Management LLC106,400$10.37M6.9%N/A0.016%
5/15/2026Gateway Wealth Partners LLC6,227$605K0.0%N/A0.001%
5/15/2026Weiss Asset Management LP178,510$17.35M0.3%+1,047.2%0.027%
5/15/2026Lombard Odier Asset Management Switzerland SA28,005$2.72M0.1%+54.5%0.004%
5/15/2026Waverly Advisors LLC14,241$1.38M0.0%+50.8%0.002%
5/15/2026Wealth Alliance LLC4,718$458K0.0%-13.0%0.001%
5/15/2026Entropy Technologies LP43,134$4.19M0.2%N/A0.007%
5/15/2026Bridgewater Advisors Inc.6,614$643K0.0%+2.2%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund137,489$13.36M0.0%+432.9%0.021%
5/14/2026Dai ichi Life Insurance Company Ltd37,265$3.62M0.1%+20.6%0.006%
5/14/2026Gabelli Funds LLC77,249$7.51M0.1%-7.9%0.012%
5/14/2026Hilltop Holdings Inc.4,295$417K0.0%-89.9%0.001%
5/14/2026Public Employees Retirement System of Ohio272,022$26.43M0.1%-1.1%0.042%
5/14/2026Compound Planning Inc.8,218$798K0.0%-1.5%0.001%
5/14/2026Modern Wealth Management LLC2,667$260K0.0%N/A0.000%
5/14/2026Arrowstreet Capital Limited Partnership587,046$57.04M0.0%N/A0.090%
5/14/2026Caxton Associates LLP3,612$351K0.0%N/A0.001%
5/14/2026Bank of Nova Scotia772,584$75.07M0.1%+166.1%0.118%
5/14/2026Sei Investments Co.484,646$47.09M0.0%+5.3%0.074%
5/14/2026Lido Advisors LLC24,193$2.36M0.0%+17.9%0.004%
5/13/2026Cetera Investment Advisers223,731$21.74M0.0%-2.6%0.034%
5/13/2026NewEdge Wealth LLC26,290$2.56M0.0%-18.7%0.004%
5/13/2026Petra Financial Advisors Inc.6,032$586K0.4%N/A0.001%
5/13/2026First Citizens Bank & Trust Co.2,199$214K0.0%N/A0.000%
5/13/2026CI Investments Inc.548,851$53.33M0.3%+1.7%0.084%
5/13/2026First Trust Advisors LP296,698$28.83M0.0%-55.6%0.045%
5/12/2026Magellan Asset Management Ltd2,258,369$219.45M2.8%+4.2%0.345%
5/12/2026Westpac Banking Corp21,278$2.07M0.1%+7.5%0.003%
5/12/2026Himension Capital Singapore PTE. LTD.22,417$2.18M0.2%-6.0%0.003%
5/12/2026ABN Amro Investment Solutions50,767$4.93M0.1%+18.2%0.008%
5/8/2026PNC Financial Services Group Inc.122,569$11.91M0.0%+2.3%0.019%
5/8/2026Oslo Pensjonsforsikring AS2,725$265K0.0%N/A0.000%
5/8/2026Cassaday & Co Wealth Management LLC912$89K0.0%N/A0.000%
5/8/2026Commerzbank Aktiengesellschaft FI20,134$1.96M0.0%-13.4%0.003%
5/7/2026Meeder Advisory Services Inc.16,294$1.58M0.1%+7.2%0.002%
5/7/2026Dimensional Fund Advisors LP2,096,382$203.70M0.0%+2.5%0.321%
5/7/2026Parallel Advisors LLC11,772$1.14M0.0%+7.5%0.002%
5/7/2026KBC Group NV142,263$13.82M0.0%+67.8%0.022%
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5/7/2026Swiss National Bank1,915,400$186.12M0.1%+7.1%0.293%
5/7/2026AIA Group Ltd202,622$19.69M0.3%+96.0%0.031%
5/6/2026Jennison Associates LLC2,112,069$205.23M0.1%-2.1%0.323%
5/6/2026California Public Employees Retirement System981,261$95.35M0.1%-28.3%0.150%
5/6/2026Bartlett & CO. Wealth Management LLC14,856$1.40M0.0%-2.2%0.002%
5/6/2026Simon Quick Advisors LLC3,559$346K0.0%-8.1%0.001%
5/6/2026Kera Capital Partners Inc.3,143$305K0.0%+9.9%0.000%
5/6/2026Modera Wealth Management LLC2,183$212K0.0%N/A0.000%
5/6/2026Assetmark Inc.413,801$40.21M0.1%-1.5%0.063%
5/6/2026Angeles Wealth Management LLC2,782$272K0.0%+22.1%0.000%


SRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,293 institutional investors and hedge funds held shares of Sempra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.77B), Capital International Investors ($4.57B), Wellington Management Group LLP ($4.12B), State Street Corp ($3.27B), Morgan Stanley ($1.97B), FMR LLC ($1.80B), and Geode Capital Management LLC ($1.26B).Learn more on Sempra Energy's institutional investors.

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

Of the 1,132 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 ($37.12M), Wellington Management Group LLP ($14.49M), Vanguard Group Inc. ($14.21M), JPMorgan Chase & Co. ($9.19M), Invesco Ltd. ($6.57M), State Street Corp ($5.18M), and Capital International Investors ($4.57M).

Institutional investors have bought a total of 100,165,048 shares in the last 24 months. This purchase volume represents approximately $8.61B in transactions.

Of the 521 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: Wellington Management Group LLP ($5.82M), Clearbridge Investments LLC ($4.90M), Marshall Wace LLP ($2.87M), Capital International Investors ($2.29M), Macquarie Group Ltd. ($1.65M), California Public Employees Retirement System ($1.43M), and Energy Income Partners LLC ($1.38M).

Institutional investors have sold a total of 48,365,918 shares in the last 24 months. This volume of shares sold represents approximately $4.17B in transactions.


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This page (NYSE:SRE) was last updated on 7/12/2026 by MarketBeat.com Staff.
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