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Sempra Energy (SRE) Institutional Ownership

Sempra Energy logo
$93.93 +1.10 (+1.19%)
As of 12:47 PM Eastern
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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)
793
Total
Institutional Inflows
(last 12 months)
$9.95B
Number of
Institutional Sellers
(last 12 months)
556
Total
Institutional Outflows
(last 12 months)
$4.45B
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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
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%
5/8/2026 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%
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%
5/4/2026 J. Safra Sarasin Holding AG24,074$2.34M0.0%+1.7%0.004%
5/4/2026 Applied Finance Capital Management LLC11,270$1.10M0.1%+8.6%0.002%
5/4/2026 Procyon Advisors LLC9,972$969K0.0%+4.9%0.002%
5/2/2026 Financial Advisory Partners LLC48,458$4.71M1.3%-0.7%0.007%
5/2/2026 Financial Alternatives Inc19,758$1.92M1.0%+22.0%0.003%
5/2/2026 Diversify Wealth Management LLC4,516$418K0.0%N/A0.001%
5/2/2026 Carnegie Investment Counsel167,391$16.27M0.3%+15.5%0.026%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,158,276$112.55M0.6%-5.5%0.177%
5/1/2026 Citizens Financial Group Inc. RI36,729$3.57M0.0%+5.0%0.006%
5/1/2026 Fifth Third Bancorp182,132$17.70M0.0%+354.6%0.028%
5/1/2026 Simplicity Wealth LLC2,491$242K0.0%N/A0.000%
5/1/2026 Candriam S.C.A.82,751$8.04M0.0%-1.6%0.013%
5/1/2026 Conning Inc.2,985$290K0.0%-17.3%0.000%
5/1/2026 Petix & Botte Co20,694$2.01M0.4%-5.0%0.003%
5/1/2026 Sequoia Financial Advisors LLC61,809$6.01M0.0%+6.3%0.009%
4/30/2026 Hsbc Holdings PLC2,436,960$236.78M0.1%-1.9%0.373%
4/30/2026 Kestra Advisory Services LLC17,822$1.73M0.0%+41.6%0.003%
4/30/2026 Money Concepts Capital Corp3,623$352K0.0%N/A0.001%
4/30/2026 Sumitomo Mitsui Trust Group Inc.1,425,699$138.54M0.1%-4.6%0.218%
4/30/2026 Resona Asset Management Co. Ltd.209,133$20.30M0.1%+1.7%0.032%
4/30/2026 Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.1,963$191K0.5%N/A0.000%
4/30/2026 Munich Reinsurance Co Stock Corp in Munich555,569$53.99M1.3%-24.0%0.085%
4/30/2026 Greenwood Capital Associates LLC19,418$1.89M0.2%+1.5%0.003%
4/30/2026 Sageworth Trust Co3,474$338K0.0%N/A0.001%
4/29/2026 Axxcess Wealth Management LLC7,505$729K0.0%-6.1%0.001%
4/29/2026 Orin Green Financial LLC23,939$2.33M1.0%N/A0.004%
4/29/2026 Shelton Wealth Management LLC7,979$775K0.3%N/A0.001%
4/29/2026 Baxter Bros Inc.2,350$228K0.0%-13.0%0.000%
4/28/2026 Busey Bank4,308$419K0.0%-8.0%0.001%
4/28/2026 Collaborative Fund Advisors LLC2,457$239K0.1%N/A0.000%
4/28/2026 Whittier Trust Co. of Nevada Inc.7,873$772K0.0%+2.4%0.001%
4/28/2026 Whittier Trust Co.14,233$1.40M0.0%-0.9%0.002%
4/28/2026 Ascentis Independent Advisors13,871$1.35M0.1%+9.1%0.002%
4/28/2026 Stephens Inc. AR6,056$588K0.0%-15.4%0.001%
4/28/2026 Lee Danner & Bass Inc.68,498$6.66M0.4%-6.6%0.010%
4/28/2026 Koshinski Asset Management Inc.2,568$249K0.0%N/A0.000%
4/28/2026 V Square Quantitative Management LLC15,060$1.46M0.2%+10.1%0.002%
4/28/2026 QRG Capital Management Inc.11,942$1.16M0.0%-8.1%0.002%
4/27/2026 Syntegra Private Wealth Group LLC5,397$524K0.0%-3.9%0.001%
4/27/2026 HB Wealth Management LLC20,916$2.03M0.0%+19.4%0.003%
4/27/2026 World Investment Advisors6,940$674K0.0%+3.1%0.001%
4/27/2026 Turtle Creek Wealth Advisors LLC3,241$315K0.0%+10.0%0.000%
4/27/2026 New York State Teachers Retirement System500,971$48.68M0.1%+0.3%0.077%
4/27/2026 Private Advisor Group LLC9,151$889K0.0%-11.8%0.001%
4/27/2026 Leonteq Securities AG810$79K0.0%-83.8%0.000%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund70,650$6.87M0.0%N/A0.011%
4/27/2026 Elevation Point Wealth Partners LLC15,767$1.54M0.0%-18.5%0.002%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.47,674$4.63M0.2%+28.0%0.007%
4/25/2026 Strs Ohio246,302$23.93M0.1%-3.4%0.038%
4/25/2026 Harrison Street Private Wealth LLC37,110$3.61M4.8%N/A0.006%
4/25/2026 Keybank National Association OH34,893$3.39M0.0%+5.1%0.005%
4/25/2026 Mitchell & Pahl Private Wealth LLC31,595$3.07M1.2%+4.6%0.005%
4/24/2026 Root Financial Partners LLC1,141$111K0.0%+39.3%0.000%


SRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,294 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 1,133 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 120,122,136 shares in the last 24 months. This purchase volume represents approximately $9.94B in transactions.

Of the 554 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 52,509,754 shares in the last 24 months. This volume of shares sold represents approximately $4.45B in transactions.


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This page (NYSE:SRE) was last updated on 5/12/2026 by MarketBeat.com Staff.
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