NYSE:SRE

Sempra Energy - SRE Institutional Ownership

$148.99

+0.54 (+0.36%)

(As of 03/30/2023 01:39 PM ET)

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Today's Range: $148.70
▼
$150.88
50-Day Range: $139.69
▼
$161.83
52-Week Range: $136.54
▼
$176.47

Volume: 454,084 shs
Average Volume: 1.35 million shs
Market Capitalization: $46.87 billion

P/E Ratio: 22.51
Dividend Yield: 3.19%
Price Target: $168.45

Institutional Ownership

Current Institutional Ownership Percentage: 84.75%
Number of Institutional Buyers (last 12 months): 717
Total Institutional Inflows (last 12 months): $5.11 B
Number of Institutional Sellers (last 12 months): 442
Total Institutional Outflows (last 12 months): $5.20 B

SRE Institutional Buying and Selling by Quarter

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Sempra Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/28/2023	Acrisure Capital Management LLC	2,623	$0.41M	0.4%	N/A	0.001%
3/23/2023	MetLife Investment Management LLC	82,099	$12.69M	0.1%	-1.6%	0.026%
3/15/2023	B. Riley Wealth Advisors Inc.	9,364	$1.46M	0.0%	-14.0%	0.003%
3/6/2023	Rockefeller Capital Management L.P.	42,511	$6.57M	0.0%	-5.6%	0.014%
3/6/2023	North Star Asset Management Inc.	1,320	$0.20M	0.0%	N/A	0.000%
2/28/2023	Voya Investment Management LLC	256,911	$39.70M	0.1%	+6.2%	0.082%

2/24/2023	Natixis	60,356	$9.33M	0.0%	-57.6%	0.019%
2/23/2023	Chesapeake Wealth Management	1,631	$0.25M	0.1%	N/A	0.001%
2/22/2023	Tillman Hartley LLC	1,370	$0.21M	0.1%	N/A	0.000%
2/22/2023	CVA Family Office LLC	824	$0.13M	0.0%	+16.9%	0.000%
2/21/2023	Macquarie Group Ltd.	1,277,392	$145.27M	0.2%	+29.4%	0.406%
2/21/2023	Northwestern Mutual Wealth Management Co.	14,161	$2.19M	0.0%	-28.9%	0.005%
2/21/2023	B. Riley Wealth Advisors Inc.	9,414	$1.47M	0.0%	-13.6%	0.003%
2/21/2023	Northwestern Mutual Investment Management Company LLC	9,852	$1.52M	0.0%	-15.6%	0.003%
2/21/2023	National Pension Service	539,375	$83.36M	0.2%	+0.9%	0.172%
2/17/2023	Truist Financial Corp	50,285	$7.77M	0.0%	-20.2%	0.016%
2/17/2023	Ascent Group LLC	11,216	$1.73M	0.2%	+1.7%	0.004%
2/16/2023	Axxcess Wealth Management LLC	4,824	$0.75M	0.1%	-35.8%	0.002%
2/16/2023	American Trust	1,342	$0.21M	0.0%	N/A	0.000%
2/16/2023	Cullen Capital Management LLC	6,356	$0.98M	0.0%	-49.4%	0.002%
2/16/2023	Power Corp of Canada	1,395	$0.22M	0.0%	-50.0%	0.000%
2/16/2023	Alliancebernstein L.P.	416,963	$64.44M	0.0%	-6.0%	0.133%
2/16/2023	Personal Capital Advisors Corp	446,822	$69.05M	0.3%	+2.2%	0.142%
2/16/2023	Resurgent Financial Advisors LLC	748	$0.12M	0.1%	N/A	0.000%
2/16/2023	United Capital Financial Advisers LLC	14,271	$2.21M	0.0%	+7.7%	0.005%
2/15/2023	Applied Finance Capital Management LLC	1,518	$0.24M	0.0%	N/A	0.000%
2/15/2023	Public Employees Retirement System of Ohio	191,103	$29.53M	0.1%	-0.1%	0.061%
2/15/2023	Steward Partners Investment Advisory LLC	2,728	$0.42M	0.0%	-7.9%	0.001%
2/15/2023	CI Private Wealth LLC	93,131	$14.39M	0.1%	N/A	0.030%
2/15/2023	Metropolitan Life Insurance Co NY	17,737	$2.74M	0.1%	-5.2%	0.006%
2/15/2023	MetLife Investment Management LLC	82,099	$12.69M	0.1%	-1.6%	0.026%
2/15/2023	State of Tennessee Treasury Department	129,316	$19.99M	0.1%	-2.9%	0.041%
2/15/2023	Apollon Wealth Management LLC	4,585	$0.71M	0.1%	-2.1%	0.001%
2/15/2023	Utah Retirement Systems	55,895	$8.64M	0.1%	-0.9%	0.018%
2/15/2023	Captrust Financial Advisors	42,995	$6.65M	0.0%	+2.8%	0.014%
2/15/2023	TFB Advisors LLC	1,464	$0.23M	0.2%	N/A	0.000%
2/15/2023	Lazard Asset Management LLC	203,544	$31.46M	0.0%	+13.7%	0.065%
2/15/2023	SageView Advisory Group LLC	30,860	$4.77M	0.4%	N/A	0.010%
2/15/2023	PFS Investments Inc.	258,766	$39.99M	0.7%	+8.6%	0.082%
2/15/2023	Ausbil Investment Management Ltd	65,119	$10.47M	6.8%	N/A	0.021%

2/15/2023	Cerity Partners LLC	42,639	$6.59M	0.0%	+304.0%	0.014%
2/15/2023	Virtu Financial LLC	8,135	$1.26M	0.2%	N/A	0.003%
2/15/2023	Vestcor Inc	13,984	$2.16M	0.1%	+74.6%	0.004%
2/15/2023	Toroso Investments LLC	4,439	$0.69M	0.0%	-19.1%	0.001%
2/15/2023	State of Wisconsin Investment Board	167,193	$25.84M	0.1%	-6.5%	0.053%
2/15/2023	Susquehanna Fundamental Investments LLC	32,615	$5.04M	0.1%	-5.2%	0.010%
2/15/2023	Schonfeld Strategic Advisors LLC	1,639	$0.25M	0.0%	-99.3%	0.001%
2/15/2023	SeaCrest Wealth Management LLC	3,522	$0.54M	0.1%	-63.0%	0.001%
2/15/2023	Squarepoint Ops LLC	87,294	$13.49M	0.1%	N/A	0.028%
2/15/2023	Stonebridge Capital Advisors LLC	20,814	$3.22M	0.4%	+3.4%	0.007%
2/15/2023	Legal & General Group Plc	3,921,309	$606.24M	0.2%	-2.8%	1.248%
2/15/2023	Mackenzie Financial Corp	185,794	$28.71M	0.0%	+14.0%	0.059%
2/15/2023	Morgan Stanley	4,933,253	$762.39M	0.1%	+24.9%	1.569%
2/15/2023	Man Group plc	65,168	$10.07M	0.0%	-1.4%	0.021%
2/15/2023	Mariner LLC	27,796	$4.30M	0.0%	+25.5%	0.009%
2/15/2023	Nissay Asset Management Corp Japan ADV	36,142	$5.59M	0.1%	-2.0%	0.011%
2/15/2023	Norges Bank	6,472,702	$1B	0.2%	N/A	2.059%
2/15/2023	Evergreen Capital Management LLC	2,319	$0.36M	0.0%	+5.4%	0.001%
2/15/2023	Echo Street Capital Management LLC	2,930	$0.45M	0.0%	N/A	0.001%
2/15/2023	Energy Income Partners LLC	763,619	$118.01M	2.7%	-2.6%	0.243%
2/15/2023	Eqis Capital Management Inc.	11,807	$1.83M	0.2%	-4.7%	0.004%
2/15/2023	First Manhattan Co.	70,327	$10.87M	0.0%	-1.0%	0.022%
2/15/2023	Fred Alger Management LLC	16,162	$2.50M	0.0%	+14.3%	0.005%
2/15/2023	Fort Point Capital Partners LLC	1,328	$0.21M	0.0%	N/A	0.000%
2/15/2023	Fullerton Fund Management Co Ltd.	5,858	$0.91M	0.1%	N/A	0.002%
2/15/2023	AQR Capital Management LLC	322,888	$49.90M	0.1%	-8.4%	0.103%
2/15/2023	Boothbay Fund Management LLC	2,386	$0.37M	0.0%	N/A	0.001%
2/15/2023	Intact Investment Management Inc.	34,700	$5.36M	0.2%	-6.2%	0.011%
2/15/2023	Axxcess Wealth Management LLC	4,824	$0.75M	0.1%	-35.8%	0.002%
2/15/2023	Caisse DE Depot ET Placement DU Quebec	182,842	$28.26M	0.1%	-43.2%	0.058%
2/15/2023	Jefferies Financial Group Inc.	12,505	$1.93M	0.0%	N/A	0.004%
2/15/2023	ICA Group Wealth Management LLC	575	$89K	0.0%	-59.5%	0.000%
2/14/2023	Chilton Capital Management LLC	120,398	$18.61M	1.2%	+4.9%	0.038%
2/14/2023	Vident Investment Advisory LLC	2,168	$0.34M	0.0%	N/A	0.001%
2/14/2023	Advisor Partners II LLC	9,460	$1.46M	0.1%	+8.9%	0.003%
2/14/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	307,557	$47.53M	0.1%	+51.3%	0.098%
2/14/2023	Price T Rowe Associates Inc. MD	12,775,619	$1.97B	0.3%	-25.0%	4.064%
2/14/2023	Meiji Yasuda Life Insurance Co	10,471	$1.62M	0.0%	+36.5%	0.003%
2/14/2023	Moore Capital Management LP	10,108	$1.56M	0.0%	-66.5%	0.003%
2/14/2023	Meiji Yasuda Asset Management Co Ltd.	18,412	$2.85M	0.1%	+6.6%	0.006%
2/14/2023	Putnam Investments LLC	2,448	$0.38M	0.0%	N/A	0.001%
2/14/2023	Verition Fund Management LLC	20,266	$3.13M	0.0%	-79.4%	0.006%
2/14/2023	Cetera Advisor Networks LLC	33,638	$5.20M	0.0%	+23.0%	0.011%
2/14/2023	Greenline Partners LLC	4,345	$0.67M	0.1%	-76.5%	0.001%
2/14/2023	Cetera Investment Advisers	15,263	$2.36M	0.0%	+142.8%	0.005%
2/14/2023	Cetera Advisors LLC	8,080	$1.25M	0.0%	+24.7%	0.003%
2/14/2023	Amundi	684,266	$110.89M	0.1%	-24.1%	0.218%
2/14/2023	Laurel Wealth Advisors Inc.	14,516	$2.24M	0.2%	-3.3%	0.005%
2/14/2023	Grey Fox Wealth Advisors LLC	300	$46K	0.0%	N/A	0.000%
2/14/2023	Allstate Investment Management Co.	22,561	$3.49M	0.1%	N/A	0.007%

2/14/2023	Siemens Fonds Invest GmbH	2,628	$0.41M	0.0%	-13.7%	0.001%
2/14/2023	Engineers Gate Manager LP	18,161	$2.81M	0.2%	+22.7%	0.006%
2/14/2023	Penserra Capital Management LLC	20,953	$3.24M	0.1%	N/A	0.007%
2/14/2023	Quantinno Capital Management LP	2,830	$0.44M	0.0%	N/A	0.001%
2/14/2023	Townsquare Capital LLC	6,855	$1.06M	0.0%	+10.2%	0.002%
2/13/2023	Pathstone Family Office LLC	8,174	$1.26M	0.0%	+3.5%	0.003%
2/13/2023	Gyon Technologies Capital Management LP	746	$0.12M	0.0%	N/A	0.000%
2/13/2023	Advisors Asset Management Inc.	76,982	$11.90M	0.2%	-3.4%	0.024%
2/13/2023	ASB Consultores LLC	1,789	$0.28M	0.1%	+19.3%	0.001%
2/13/2023	Clear Street Markets LLC	318	$49K	0.0%	N/A	0.000%

(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, 1,065 institutional investors and hedge funds held shares of Sempra Energy. The most heavily invested institutionals were Arete Wealth Advisors LLC ($225.64B), BlackRock Inc. ($4.49B), Vanguard Group Inc. ($4.23B), Capital International Investors ($3.45B), State Street Corp ($2.78B), Wellington Management Group LLP ($2.16B), and Price T Rowe Associates Inc. MD ($1.97B).Learn more on SRE's institutional investors.
What percentage of Sempra Energy stock is owned by institutional investors?: 84.75% of Sempra Energy stock is owned by institutional investors. Learn more on SRE's institutional investor holdings.
Which institutional investors have been buying Sempra Energy stock?: Of the 965 institutional investors that purchased Sempra Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($12.43M), BlackRock Inc. ($9.37M), Capital International Investors ($4.59M), Franklin Resources Inc. ($3.85M), Price T Rowe Associates Inc. MD ($3.75M), Mitsubishi UFJ Trust & Banking Corp ($2.50M), and Neuberger Berman Group LLC ($2.20M).

How much institutional buying is happening at Sempra Energy?: Institutional investors have bought a total of 92,304,357 shares in the last 24 months. This purchase volume represents approximately $12.98B in transactions.
Which Sempra Energy major shareholders have been selling company stock?: Of the 601 institutional investors that sold Sempra Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($11.84M), Franklin Resources Inc. ($3.31M), Capital International Investors ($2.11M), Mitsubishi UFJ Trust & Banking Corp ($1.97M), Invesco Ltd. ($1.63M), Goldman Sachs Group Inc. ($1.57M), and Prudential Financial Inc. ($1.48M).
How much institutional selling is happening at Sempra Energy?: Institutional investors have sold a total of 53,550,530 shares in the last 24 months. This volume of shares sold represents approximately $7.79B in transactions.

This page (NYSE:SRE) was last updated on 3/30/2023 by MarketBeat.com Staff

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Sempra Energy - SRE Institutional Ownership

SRE Institutional Buying and Selling by Quarter

Sempra Energy Major Shareholders & Ownership History

SRE Institutional Ownership - Frequently Asked Questions

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Sempra Energy - SRE Institutional Ownership

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

SRE Institutional Buying and Selling by Quarter

Sempra Energy Major Shareholders & Ownership History

SRE Institutional Ownership - Frequently Asked Questions