Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free SRE Stock Alerts

Sempra Energy (SRE) Institutional Ownership

Sempra Energy logo
$87.31 -1.82 (-2.04%)
As of 03:37 PM Eastern
This is a fair market value price provided by Massive. 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)
765
Total
Institutional Inflows
(last 12 months)
$8.78B
Number of
Institutional Sellers
(last 12 months)
525
Total
Institutional Outflows
(last 12 months)
$4.22B
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2026 Ipsen Advisor Group LLC9,696$942K0.7%+1.9%0.001%
5/26/2026 Glenmede Trust Co. NA45,678$4.44M0.0%+1.7%0.007%
5/22/2026 Groupama Asset Managment602,468$58.54M0.8%-0.1%0.092%
5/21/2026 J. Derek Lewis & Associates Inc.2,777$270K0.1%+12.1%0.000%
5/19/2026 Western Wealth Management LLC738$72K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE10,385,174$1.01B0.1%+16.1%1.589%
5/19/2026 Edgestream Partners L.P.3,220$313K0.0%-11.2%0.000%
5/19/2026 Kentucky Retirement Systems18,766$1.68M0.1%-54.2%0.003%
5/19/2026 Janus Henderson Group PLC328,845$31.96M0.0%+316.9%0.050%
5/19/2026 Centaurus Financial Inc.13,998$1.36M0.1%+2.0%0.002%
5/19/2026 Strategic Investment Advisors MI8,784$853K0.1%+8.2%0.001%
5/19/2026 Arkadios Wealth Advisors15,295$1.49M0.0%-2.8%0.002%
5/19/2026 Altshuler Shaham Ltd8,414$818K0.0%+13.7%0.001%
5/18/2026 Amundi1,588,184$154.32M0.0%-4.6%0.243%
5/18/2026 EverSource Wealth Advisors LLC4,965$482K0.0%+21.7%0.001%
5/18/2026 California State Teachers Retirement System825,929$80.26M0.1%-2.0%0.126%
5/18/2026 Royal Bank of Canada1,522,855$147.97M0.0%+5.5%0.233%
5/18/2026 Empowered Funds LLC54,979$5.34M0.0%+41.0%0.008%
5/18/2026 Energy Income Partners LLC1,342,678$130.47M2.1%+1.5%0.205%
5/16/2026 The Manufacturers Life Insurance Company 933,604$90.72M0.1%-0.8%0.143%
5/16/2026 Socorro Asset Management LP115,679$11.24M5.1%-13.6%0.018%
5/16/2026 KCM Investment Advisors LLC5,745$558K0.0%-5.5%0.001%
5/16/2026 Excelsior Advisor Network LLC6,775$658K0.3%N/A0.001%
5/16/2026 Quantinno Capital Management LP224,434$21.81M0.0%+20.9%0.034%
5/16/2026 BROOKFIELD Corp ON 1,610,550$156.50M0.2%-16.3%0.246%
5/16/2026 Lazard Asset Management LLC37,026$3.60M0.0%+41.0%0.006%
5/16/2026 ABS Direct Equity Fund LLC25,000$2.43M1.9%N/A0.004%
5/16/2026 JCP Investment Management LLC106,400$10.37M6.9%N/A0.016%
5/15/2026 Gateway Wealth Partners LLC6,227$605K0.0%N/A0.001%
5/15/2026 Weiss Asset Management LP178,510$17.35M0.3%+1,047.2%0.027%
5/15/2026 Lombard Odier Asset Management Switzerland SA28,005$2.72M0.1%+54.5%0.004%
5/15/2026 Waverly Advisors LLC14,241$1.38M0.0%+50.8%0.002%
5/15/2026 Wealth Alliance LLC4,718$458K0.0%-13.0%0.001%
5/15/2026 Entropy Technologies LP43,134$4.19M0.2%N/A0.007%
5/15/2026 Bridgewater Advisors Inc.6,614$643K0.0%+2.2%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund137,489$13.36M0.0%+432.9%0.021%
5/14/2026 Dai ichi Life Insurance Company Ltd37,265$3.62M0.1%+20.6%0.006%
5/14/2026 Gabelli Funds LLC77,249$7.51M0.1%-7.9%0.012%
5/14/2026 Hilltop Holdings Inc.4,295$417K0.0%-89.9%0.001%
5/14/2026 Public Employees Retirement System of Ohio272,022$26.43M0.1%-1.1%0.042%
The Iran War Just Broke the Gold Market (Ad)

The Iran war isn't just a geopolitical event. It's a financial one. Within hours of the strikes, oil surged… Defense stocks exploded…And gold ripped past $5,000.tc pixel

You can see the evidence — and the ticker symbol — here >>>
5/14/2026 Compound Planning Inc.8,218$798K0.0%-1.5%0.001%
5/14/2026 Modern Wealth Management LLC2,667$260K0.0%N/A0.000%
5/14/2026 Arrowstreet Capital Limited Partnership587,046$57.04M0.0%N/A0.090%
5/14/2026 Caxton Associates LLP3,612$351K0.0%N/A0.001%
5/14/2026 Bank of Nova Scotia772,584$75.07M0.1%+166.1%0.118%
5/14/2026 Sei Investments Co.484,646$47.09M0.0%+5.3%0.074%
5/14/2026 Lido Advisors LLC24,193$2.36M0.0%+17.9%0.004%
5/13/2026 Cetera Investment Advisers223,731$21.74M0.0%-2.6%0.034%
5/13/2026 NewEdge Wealth LLC26,290$2.56M0.0%-18.7%0.004%
5/13/2026 Petra Financial Advisors Inc.6,032$586K0.4%N/A0.001%
5/13/2026 First Citizens Bank & Trust Co.2,199$214K0.0%N/A0.000%
5/13/2026 CI Investments Inc.548,851$53.33M0.3%+1.7%0.084%
5/13/2026 First Trust Advisors LP296,698$28.83M0.0%-55.6%0.045%
5/12/2026 Magellan Asset Management Ltd2,258,369$219.45M2.8%+4.2%0.345%
5/12/2026 Westpac Banking Corp21,278$2.07M0.1%+7.5%0.003%
5/12/2026 Himension Capital Singapore PTE. LTD.22,417$2.18M0.2%-6.0%0.003%
5/12/2026 ABN Amro Investment Solutions50,767$4.93M0.1%+18.2%0.008%
5/8/2026 PNC Financial Services Group Inc.122,569$11.91M0.0%+2.3%0.019%
5/8/2026 Oslo Pensjonsforsikring AS2,725$265K0.0%N/A0.000%
5/8/2026 Cassaday & Co Wealth Management LLC912$89K0.0%N/A0.000%
5/8/2026 Commerzbank Aktiengesellschaft FI20,134$1.96M0.0%-13.4%0.003%
5/7/2026 Meeder Advisory Services Inc.16,294$1.58M0.1%+7.2%0.002%
5/7/2026 Dimensional Fund Advisors LP2,096,382$203.70M0.0%+2.5%0.321%
5/7/2026 Parallel Advisors LLC11,772$1.14M0.0%+7.5%0.002%
5/7/2026 KBC Group NV142,263$13.82M0.0%+67.8%0.022%
5/7/2026 Swiss National Bank1,915,400$186.12M0.1%+7.1%0.293%
5/7/2026 AIA Group Ltd202,622$19.69M0.3%+96.0%0.031%
5/6/2026 Jennison Associates LLC2,112,069$205.23M0.1%-2.1%0.323%
5/6/2026 California Public Employees Retirement System981,261$95.35M0.1%-28.3%0.150%
5/6/2026 Bartlett & CO. Wealth Management LLC14,856$1.40M0.0%-2.2%0.002%
5/6/2026 Simon Quick Advisors LLC3,559$346K0.0%-8.1%0.001%
5/6/2026 Kera Capital Partners Inc.3,143$305K0.0%+9.9%0.000%
5/6/2026 Modera Wealth Management LLC2,183$212K0.0%N/A0.000%
5/6/2026 Assetmark Inc.413,801$40.21M0.1%-1.5%0.063%
5/6/2026 Angeles Wealth Management LLC2,782$272K0.0%+22.1%0.000%
5/6/2026 Bauman Advisory Group LLC5,130$498K0.3%-3.6%0.001%
5/6/2026 Bessemer Group Inc.2,231,728$216.86M0.3%+0.6%0.342%
5/6/2026 Allspring Global Investments Holdings LLC212,027$20.65M0.0%-6.2%0.032%
5/6/2026 Independent Financial Group LLC39,168$3.81M0.1%N/A0.006%
5/6/2026 Frazier Financial Advisors LLC274$27K0.0%-29.2%0.000%
5/5/2026 BCGM Wealth Management LLC2,247$218K0.1%N/A0.000%
5/5/2026 Wealthfront Advisers LLC44,591$4.33M0.0%+19.2%0.007%
5/5/2026 Bank of New York Mellon Corp5,045,825$490.30M0.1%-0.3%0.772%
5/5/2026 Geneos Wealth Management Inc.47,666$4.63M0.1%-7.3%0.007%
5/5/2026 MASTERINVEST Kapitalanlage GmbH11,671$1.13M0.1%+6.2%0.002%
5/5/2026 Sanctuary Advisors LLC110,733$10.76M0.1%-32.9%0.017%
5/5/2026 Sigma Planning Corp2,458$239K0.0%-37.4%0.000%
5/5/2026 1ST Source Bank3,120$303K0.0%+6.1%0.000%
5/5/2026 Checchi Capital Advisers LLC6,353$617K0.0%+16.2%0.001%
5/5/2026 Maryland State Retirement & Pension System622,014$60.44M1.2%-4.0%0.095%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

Claim Your Stake Now
5/5/2026 Hartford Funds Management Co LLC9,164$891K0.1%+17.4%0.001%
5/4/2026 Retirement Planning Group LLC4,446$432K0.0%+79.9%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,764$560K0.0%+53.9%0.001%
5/4/2026 Bleakley Financial Group LLC13,445$1.31M0.0%+5.1%0.002%
5/4/2026 HBW Advisory Services LLC2,100$204K0.0%N/A0.000%
5/4/2026 State of Michigan Retirement System170,520$16.57M0.1%-0.2%0.026%
5/4/2026 NWF Advisory Services Inc.3,499$340K0.0%+6.4%0.001%
5/4/2026 Principal Financial Group Inc.1,632,683$158.65M0.1%-3.3%0.250%
5/4/2026 Chicago Partners Investment Group LLC8,279$765K0.0%+28.6%0.001%
5/4/2026 AMF Tjanstepension AB546,238$53.08M0.4%+4.6%0.084%


SRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,291 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 102,480,636 shares in the last 24 months. This purchase volume represents approximately $8.78B in transactions.

Of the 525 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 49,002,753 shares in the last 24 months. This volume of shares sold represents approximately $4.22B in transactions.


Related Companies

This page (NYSE:SRE) was last updated on 6/1/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel