Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free SRE Stock Alerts

Sempra Energy (SRE) Institutional Ownership

Sempra Energy logo
$84.89 -2.49 (-2.85%)
As of 10:46 AM Eastern
Compare

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

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
700
Total
Institutional Inflows
(last 12 months)
$17.59B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$3.35B
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
8/20/2026Clifford Swan Investment Counsel LLC11,804$1.09M0.0%-12.7%0.002%
8/20/2026 Quantitative Investment Management LLC2,925$271K0.0%N/A0.000%
8/20/2026 Ancora Advisors LLC352$33K0.0%N/A0.000%
8/20/2026 Sigma Planning Corp2,482$230K0.0%N/A0.000%
8/20/2026 Two Sigma Securities LLC28,635$2.66M0.2%N/A0.004%
8/20/2026 Benjamin Edwards Inc.29,545$2.74M0.0%N/A0.005%
8/20/2026 GTS Securities LLC2,627$244K0.0%N/A0.000%
8/20/2026 Flputnam Investment Management Co.24,661$2.29M0.0%N/A0.004%
8/20/2026 Cookson Peirce & Co. Inc.16,321$1.51M0.1%N/A0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.20,137$1.87M0.0%N/A0.003%
8/20/2026 Wedbush Securities Inc.16,554$1.54M0.0%N/A0.003%
8/20/2026 Meiji Yasuda Life Insurance Co17,951$1.66M0.1%N/A0.003%
8/20/2026 Hennessy Advisors Inc.279,780$25.94M0.8%N/A0.043%
8/20/2026 Greenwood Capital Associates LLC21,624$2.01M0.2%N/A0.003%
8/20/2026 Greenleaf Trust10,560$979K0.0%N/A0.002%
8/19/2026 Capital Advisors Inc. OK4,738$439K0.0%N/A0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,993,157$462.92M0.1%N/A0.764%
8/19/2026 New Mexico Educational Retirement Board32,482$3.01M0.1%N/A0.005%
8/19/2026 Royal London Asset Management Ltd.464,801$43.09M0.1%N/A0.071%
8/19/2026 Manchester Financial Inc.3,532$327K0.1%N/A0.001%
8/19/2026 Toth Financial Advisory Corp656$61K0.0%N/A0.000%
8/19/2026 Mufg Securities Americas Inc.19,688$1.83M0.1%N/A0.003%
8/19/2026 Van ECK Associates Corp278,599$25.83M0.0%N/A0.043%
8/19/2026 Nissay Asset Management Corp Japan87,227$8.09M0.0%N/A0.013%
8/19/2026 Hsbc Holdings PLC2,585,731$239.94M0.1%N/A0.395%
8/19/2026 Field & Main Bank700$65K0.0%N/A0.000%
8/19/2026 Archer Investment Corp789$73K0.0%N/A0.000%
8/19/2026 Kingsview Wealth Management LLC47,268$4.38M0.1%N/A0.007%
8/18/2026 Beacon Pointe Advisors LLC16,389$1.52M0.0%N/A0.003%
8/18/2026 Kimelman & Baird LLC1,500$139K0.0%N/A0.000%
8/18/2026 Pin Oak Investment Advisors Inc.1,274$118K0.1%N/A0.000%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt4,541$423K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.106,898$10.04M0.0%N/A0.016%
8/18/2026 RB Capital Management LLC2,199$204K0.0%N/A0.000%
8/18/2026 Glenview Trust Co5,697$528K0.0%N/A0.001%
8/18/2026 North Star Asset Management Inc.2,788$258K0.0%N/A0.000%
8/18/2026 Empowered Funds LLC52,159$4.84M0.0%N/A0.008%
8/18/2026 United Capital Financial Advisors LLC17,533$1.63M0.0%N/A0.003%
8/18/2026 Bank OZK18,182$1.69M0.5%N/A0.003%
8/18/2026 Equitable Holdings Inc.29,171$2.70M0.0%N/A0.004%
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.
8/18/2026 Centaurus Financial Inc.12,613$1.17M0.0%N/A0.002%
8/18/2026 Brasada Capital Management LP8,778$814K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.29,101$2.70M0.0%N/A0.004%
8/18/2026 Public Employees Retirement System of Ohio251,752$23.34M0.1%N/A0.039%
8/18/2026 MASTERINVEST Kapitalanlage GmbH12,131$1.13M0.1%N/A0.002%
8/17/2026 Capstone Investment Advisors LLC3,634$337K0.0%N/A0.001%
8/17/2026 Proficio Capital Partners LLC2,498$232K0.0%N/A0.000%
8/17/2026 Pure Financial Advisors LLC49,127$4.56M0.1%N/A0.008%
8/17/2026 Transamerica Financial Advisors LLC422$39K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP491,010$45.52M0.0%N/A0.075%
8/17/2026 Perennial Investment Advisors LLC8,063$748K0.0%N/A0.001%
8/17/2026 Pingora Partners LLC400$37K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE10,323,114$957.06M0.1%N/A1.579%
8/17/2026 Bcwm LLC122,291$11.34M3.3%N/A0.019%
8/15/2026 Freestone Grove Partners LP274,187$25.42M0.2%N/A0.042%
8/15/2026 Caisse de depot et placement du Quebec1,680,726$155.82M0.2%N/A0.257%
8/15/2026 Pointe Capital Management LLC5,326$494K0.2%N/A0.001%
8/15/2026 Man Group plc92,047$8.53M0.0%N/A0.014%
8/15/2026 Jupiter Topco LLC1,195,168$110.80M0.0%N/A0.183%
8/15/2026 ABS Investment Management LLC50,093$5.38B3.7%N/A0.008%
8/14/2026 Hsbc Holdings PLC2,585,731$239.94M0.1%N/A0.395%
8/14/2026 EFG International AG22,112$2.05M0.0%N/A0.003%
8/14/2026 Ancora Advisors LLC352$33K0.0%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board429,493$39.82M0.0%N/A0.066%
8/14/2026 Legal & General Group Plc5,811,400$538.78M0.1%N/A0.889%
8/14/2026 The Manufacturers Life Insurance Company 916,291$84.95M0.1%N/A0.140%
8/14/2026 Van Hulzen Asset Management LLC10,550$978K0.1%N/A0.002%
8/14/2026 L2 Asset Management LLC4,071$378K0.0%N/A0.001%
8/14/2026 Cullen Capital Management LLC35,807$3.32M0.0%N/A0.005%
8/13/2026 D.B. Root & Company LLC4,687$435K0.1%N/A0.001%
8/13/2026 Asset One Wealth Management LLC2,196$204K0.0%N/A0.000%
8/13/2026 Investor s Fiduciary Advisor Network LLC3,403$315K0.1%N/A0.001%
8/13/2026 Safeguard Investment Advisory Group LLC6,914$641K0.1%N/A0.001%
8/13/2026 Cibc World Market Inc.74,842$6.94M0.0%N/A0.011%
8/13/2026 Osmosis Investment Management UK Ltd2,472$229K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC112,471$10.43M0.0%N/A0.017%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.62,004$5.75M0.3%N/A0.009%
8/13/2026 Magellan Asset Management Ltd2,242,974$207.95M4.6%N/A0.343%
8/13/2026 Twin Tree Management LP4,801$445K0.0%N/A0.001%
8/13/2026 Bank of Nova Scotia67,195$6.23M0.0%N/A0.010%
8/12/2026 Elevation Point Wealth Partners LLC15,442$1.44M0.0%N/A0.002%
8/12/2026 Greenland Capital Management LP78,150$7.25M0.9%N/A0.012%
8/12/2026 Alta Advisers Ltd2,565$238K0.1%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.27,751$2.57M0.1%N/A0.004%
8/12/2026 Commerce Bank57,875$5.37M0.0%N/A0.009%
8/12/2026 Northwestern Mutual Wealth Management Co.20,137$1.87M0.0%N/A0.003%
8/12/2026 Quantbot Technologies LP62,478$5.79M0.2%N/A0.010%
8/12/2026 Varma Mutual Pension Insurance Co150,500$13.95M0.1%N/A0.023%
8/12/2026 Westpac Banking Corp18,729$1.74M0.1%N/A0.003%
8/12/2026 Sumitomo Life Insurance Co.9,790$908K0.0%N/A0.001%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
8/12/2026 Korea Investment CORP357,738$33.17M0.1%N/A0.055%
8/12/2026 EP Wealth Advisors LLC52,576$4.87M0.0%N/A0.008%
8/12/2026 Pinnacle West Asset Management Inc.2,535$235K0.2%N/A0.000%
8/12/2026 Ieq Capital LLC68,050$6.31M0.0%N/A0.010%
8/12/2026 Callan Family Office LLC21,823$2.02M0.0%N/A0.003%
8/11/2026 Keating Financial Advisory Services Inc.1,467$136K0.0%N/A0.000%
8/11/2026 Allworth Financial LP18,169$1.68M0.0%N/A0.003%
8/11/2026 B. Metzler seel. Sohn & Co. AG82,611$7.66M0.1%N/A0.013%
8/11/2026 Kayne Anderson Capital Advisors LP791,520$73.38M1.4%N/A0.121%
8/11/2026 Silvant Capital Management LLC304$28K0.0%N/A0.000%


SRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,289 institutional investors and hedge funds held shares of Sempra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.77B), BlackRock Inc. ($5.59B), ABS Investment Management LLC ($5.38B), Capital International Investors ($4.57B), Wellington Management Group LLP ($4.12B), State Street Corp ($3.27B), and Morgan Stanley ($1.97B).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 1,134 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: BlackRock Inc. ($60.28M), Norges Bank ($37.12M), Wellington Management Group LLP ($14.49M), Vanguard Group Inc. ($14.21M), Bank of America Corp DE ($11.77M), Deutsche Bank AG ($9.67M), and JPMorgan Chase & Co. ($9.19M).

Institutional investors have bought a total of 192,074,417 shares in the last 24 months. This purchase volume represents approximately $17.59B in transactions.

Of the 435 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), Ameriprise Financial Inc. ($1.19M), and First Trust Advisors LP ($1.19M).

Institutional investors have sold a total of 37,542,263 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.


Related Companies

Institutional ownership data for NYSE:SRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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
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
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | 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
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel