Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free SRE Stock Alerts

Sempra Energy (SRE) Institutional Ownership

Sempra Energy logo
$88.71 -0.87 (-0.97%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$89.17 +0.46 (+0.52%)
As of 07/31/2026 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 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)
697
Total
Institutional Inflows
(last 12 months)
$8.53B
Number of
Institutional Sellers
(last 12 months)
496
Total
Institutional Outflows
(last 12 months)
$4.08B
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
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%
5/29/2026 Ipsen 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%
5/18/2026 EverSource Wealth Advisors LLC4,965$482K0.0%+21.7%0.001%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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 Company933,604$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 ON1,610,550$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%
5/13/2026 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%
5/13/2026CI 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%
5/12/2026 ABN 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
5/6/2026 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%
5/6/2026Kera Capital Partners Inc.3,143$305K0.0%+9.9%0.000%
5/6/2026Modera Wealth Management LLC2,183$212K0.0%N/A0.000%
5/6/2026 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%


SRE Institutional Ownership - Frequently Asked Questions

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. ($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 1,113 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 99,113,204 shares in the last 24 months. This purchase volume represents approximately $8.53B in transactions.

Of the 491 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 47,136,466 shares in the last 24 months. This volume of shares sold represents approximately $4.08B in transactions.


Related Companies

This page (NYSE:SRE) was last updated on 8/1/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | 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
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel