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Sempra Energy (SRE) Institutional Ownership

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$74.59 -0.31 (-0.42%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$74.26 -0.33 (-0.44%)
As of 07/11/2025 08:00 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.

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

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
785
Total
Institutional Inflows
(last 12 months)
$7.26B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$3.00B
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SRE Institutional Buying and Selling by Quarter

Sempra Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Mitchell & Pahl Private Wealth LLC30,352$2.30M1.0%+3.8%0.005%
7/11/2025Farther Finance Advisors LLC4,767$361K0.0%-8.2%0.001%
7/11/2025Busey Bank3,143$238K0.0%-4.4%0.000%
7/11/2025CX Institutional3,322$252K0.0%+69.1%0.001%
7/11/2025Harbour Capital Advisors LLC6,259$468K0.1%N/A0.001%
7/11/2025 UMB Bank n.a.14,349$1.09M0.0%+3.1%0.002%
7/11/2025Weatherly Asset Management L. P.4,799$366K0.0%-3.0%0.001%
7/11/2025My Legacy Advisors LLC7,380$553K0.2%-12.3%0.001%
7/11/2025Miller Howard Investments Inc. NY116,365$8.82M0.3%+6.5%0.018%
7/11/2025SeaCrest Wealth Management LLC4,351$330K0.0%+12.0%0.001%
7/11/2025Assenagon Asset Management S.A.196,559$14.89M0.0%+915.8%0.030%
7/11/2025Perpetual Ltd2,034,548$154.16M1.8%-21.1%0.312%
7/11/2025Kingstone Capital Partners Texas LLC2,116,362$160.36M0.0%N/A0.325%
7/11/2025IFM Investors Pty Ltd179,828$13.63M0.1%+6.6%0.028%
7/11/2025Grove Bank & Trust10,987$832K0.1%+3.7%0.002%
7/10/2025 Pachira Investments Inc.2,692$204K0.2%N/A0.000%
7/10/2025 Moody National Bank Trust Division26,034$1.97M0.2%+1.7%0.004%
7/10/2025 Rockland Trust Co.4,911$372K0.0%-7.7%0.001%
7/10/2025 Baker Tilly Wealth Management LLC15,477$1.17M0.4%+6.4%0.002%
7/10/2025 Fortress Wealth Management Inc.2,779$211K0.1%N/A0.000%
7/10/2025 Fulton Bank N.A.4,409$334K0.0%-13.3%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC253,268$19.03M0.0%+46.1%0.039%
7/10/2025 Capital Advisory Group Advisory Services LLC2,767$210K0.1%N/A0.000%
7/10/2025 Mn Services Vermogensbeheer B.V.243,700$18.47M0.1%N/A0.037%
7/10/2025 Wedmont Private Capital5,700$425K0.0%+7.5%0.001%
7/10/2025 Tompkins Financial Corp1,650$125K0.0%+32.0%0.000%
7/10/2025 Swedbank AB368,080$27.89M0.0%+4.4%0.056%
7/10/2025 Baader Bank Aktiengesellschaft4,804$364K0.0%+60.8%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd90,587$6.86M0.1%+9.2%0.014%
7/9/2025 DLK Investment Management LLC19,127$1.45M0.5%-5.0%0.003%
7/9/2025 Procyon Advisors LLC9,674$733K0.1%-87.0%0.001%
7/9/2025 Pallas Capital Advisors LLC4,639$352K0.0%-13.8%0.001%
7/9/2025 Aaron Wealth Advisors LLC6,506$493K0.1%-6.1%0.001%
7/9/2025 Fiduciary Alliance LLC2,672$202K0.0%N/A0.000%
7/9/2025 Byrne Asset Management LLC6,835$518K0.3%+73.9%0.001%
7/9/2025 Czech National Bank159,413$12.08M0.1%+9.6%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB3,250$246K0.0%+58.8%0.000%
7/8/2025 Everpar Advisors LLC4,185$317K0.1%+5.4%0.001%
7/8/2025 NBC Securities Inc.32,775$2.48M0.2%-54.0%0.005%
7/8/2025 Parallel Advisors LLC10,907$826K0.0%+26.7%0.002%
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7/7/2025 Wesbanco Bank Inc.6,193$469K0.0%+92.8%0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.10,036$760K0.1%+24.9%0.002%
7/1/2025 Harbor Investment Advisory LLC1,612$122K0.0%+88.5%0.000%
6/30/2025Pensionfund Sabic19,400$1.38M0.4%-9.3%0.003%
6/26/2025AG2R LA Mondiale Gestion D Actifs26,704$2.10M0.1%N/A0.004%
6/18/2025Voya Investment Management LLC181,327$12.94M0.0%+22.9%0.028%
6/4/2025 First Hawaiian Bank14,046$1.00M0.0%-33.6%0.002%
6/2/2025Hodges Capital Management Inc.3,200$228K0.0%-5.9%0.000%
5/28/2025Strs Ohio391,589$27.94M0.1%N/A0.060%
5/28/2025Intrua Financial LLC8,246$588K0.1%+11.0%0.001%
5/27/2025Jacobi Capital Management LLC5,641$403K0.0%+10.3%0.001%
5/21/2025Geneos Wealth Management Inc.33,808$2.41M0.1%+13.0%0.005%
5/21/2025IFM Investors Pty Ltd168,628$12.03M0.1%-15.9%0.026%
5/20/2025Intech Investment Management LLC16,299$1.16M0.0%-0.9%0.003%
5/20/2025Focus Partners Wealth37,047$2.65M0.0%+49.8%0.006%
5/20/2025Flaharty Asset Management LLC1,350$96K0.0%N/A0.000%
5/20/2025Ilmarinen Mutual Pension Insurance Co42,000$3.00M0.0%-71.9%0.006%
5/19/2025SageView Advisory Group LLC61,453$4.39M0.2%-0.3%0.009%
5/19/2025Advisory Alpha LLC7,087$506K0.0%+3.7%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC5,231,912$373.35M0.1%+13.7%0.803%
5/16/2025Woodline Partners LP53,512$3.82M0.0%+40.7%0.008%
5/16/2025Empowered Funds LLC18,008$1.29M0.0%+52.5%0.003%
5/16/2025Faithward Advisors LLC3,290$235K0.0%-6.6%0.001%
5/16/2025MBB Public Markets I LLC4,543$324K0.0%N/A0.001%
5/16/2025Ascent Group LLC28,106$2.01M0.1%-20.5%0.004%
5/16/2025Meiji Yasuda Life Insurance Co18,246$1.30M0.0%-12.0%0.003%
5/16/2025RNC Capital Management LLC593,580$42.36M2.2%+14.7%0.091%
5/16/2025Coppell Advisory Solutions LLC7,528$567K0.0%-16.5%0.001%
5/16/2025Meiji Yasuda Asset Management Co Ltd.81,455$5.81M0.2%-2.5%0.012%
5/16/2025Great Lakes Advisors LLC4,469$319K0.0%-90.9%0.001%
5/16/2025Caxton Associates LLP6,299$449K0.0%N/A0.001%
5/16/2025Fred Alger Management LLC51,213$3.69M0.0%+4.1%0.008%
5/16/2025Goldman Sachs Group Inc.3,656,805$260.95M0.0%+21.6%0.561%
5/16/2025Jones Financial Companies Lllp48,963$3.49M0.0%+609.1%0.008%
5/16/2025Dynamic Technology Lab Private Ltd4,673$334K0.0%N/A0.001%
5/16/2025USS Investment Management Ltd94,838$6.77M0.1%-34.0%0.015%
5/16/2025UniSuper Management Pty Ltd54,331$3.88M0.0%+11.5%0.008%
5/16/2025Petrus Trust Company LTA10,222$729K0.1%N/A0.002%
5/16/2025PharVision Advisers LLC3,437$245K0.3%-21.6%0.001%
5/16/2025Pingora Partners LLC430$31K0.0%+48.3%0.000%
5/16/2025PointState Capital LP2,163,241$154.37M2.2%N/A0.332%
5/16/2025Nissay Asset Management Corp Japan ADV78,245$5.58M0.0%+1.3%0.012%
5/16/2025NewEdge Advisors LLC34,134$2.44M0.0%+57.3%0.005%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,495,527$249.44M0.6%+7.0%0.536%
5/16/2025Integrated Wealth Concepts LLC50,816$3.63M0.0%-0.3%0.008%
5/16/2025Jacobs Levy Equity Management Inc.627,929$44.81M0.2%N/A0.096%
5/16/2025Eventide Asset Management LLC3,157$220K0.0%-81.2%0.000%
5/16/2025Cinctive Capital Management LP125,011$8.92M0.7%-31.7%0.019%
5/16/2025Corvex Management LP1,056,110$75.36M2.9%N/A0.162%
5/16/2025Alliancebernstein L.P.741,862$52.94M0.0%-10.5%0.114%
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5/16/2025AQR Capital Management LLC241,144$16.91M0.0%+351.9%0.037%
5/16/2025Advisors Asset Management Inc.14,841$1.06M0.0%-64.2%0.002%
5/16/2025Amundi1,576,470$111.50M0.0%-9.2%0.242%
5/16/2025Adage Capital Partners GP L.L.C.253,070$18.06M0.0%-80.7%0.039%
5/15/2025Federation des caisses Desjardins du Quebec39,183$2.80M0.0%+3.3%0.006%
5/15/2025EP Wealth Advisors LLC357,181$25.49M0.2%+1.4%0.055%
5/15/2025First Manhattan CO. LLC.104,964$7.56M0.0%-1.8%0.016%
5/15/2025GW Henssler & Associates Ltd.342,183$24.42M1.4%+5.2%0.052%
5/15/2025Cigna Investments Inc. New6,372$455K0.1%-2.1%0.001%
5/15/2025Focus Partners Advisor Solutions LLC5,957$425K0.0%+103.4%0.001%
(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, 1,277 institutional investors and hedge funds held shares of Sempra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($4.58B), Capital International Investors ($4.37B), BlackRock Inc. ($4.21B), Wellington Management Group LLP ($3.47B), State Street Corp ($2.77B), FMR LLC ($1.80B), and Norges Bank ($1.54B).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 1,196 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: Vanguard Group Inc. ($33.05M), Norges Bank ($30.32M), Wellington Management Group LLP ($29.59M), FMR LLC ($11.64M), Deutsche Bank AG ($9.13M), Clearbridge Investments LLC ($7.85M), and Newport Trust Company LLC ($7.39M).

How much institutional buying is happening at Sempra Energy?

Institutional investors have bought a total of 90,076,116 shares in the last 24 months. This purchase volume represents approximately $7.26B in transactions.

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

Of the 505 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), Legal & General Group Plc ($2.00M), Neuberger Berman Group LLC ($1.99M), Point72 Asset Management L.P. ($1.57M), Bank of America Corp DE ($1.39M), Barclays PLC ($1.23M), and Adage Capital Partners GP L.L.C. ($1.06M).

How much institutional selling is happening at Sempra Energy?

Institutional investors have sold a total of 38,020,480 shares in the last 24 months. This volume of shares sold represents approximately $3.00B in transactions.



This page (NYSE:SRE) was last updated on 7/12/2025 by MarketBeat.com Staff
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