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Sempra Energy (SRE) Institutional Ownership

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$83.44 -0.56 (-0.67%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$83.36 -0.08 (-0.09%)
As of 09/11/2026 07:33 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.

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

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
710
Total
Institutional Inflows
(last 12 months)
$26.36B
Number of
Institutional Sellers
(last 12 months)
438
Total
Institutional Outflows
(last 12 months)
$3.36B
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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
9/9/2026 Miramontes Capital LLC15,011$1.39M0.4%-9.2%0.002%
9/9/2026 Core Capital Management & Research inc.2,700$250K0.1%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company916,291$84.95M0.0%-1.9%0.140%
9/9/2026 Sequoia Financial Advisors LLC62,622$5.81M0.0%+1.3%0.010%
9/9/2026 Tidal Investments LLC80,245$7.44M0.0%+86.5%0.012%
9/9/2026 Van Hulzen Asset Management LLC10,550$978K0.1%+3.5%0.002%
9/9/2026 National Pension Service3,020,337$280.02M0.2%+0.5%0.462%
9/9/2026 Engineers Gate Manager LP9,049$839K0.0%+228.9%0.001%
9/9/2026 Cidel Asset Management Inc.4,710$437K0.0%+4.4%0.001%
9/9/2026 NorthRock Partners LLC10,973$1.02M0.0%+2.1%0.002%
9/9/2026 Community Bank N.A.28,226$2.62M0.3%+1.2%0.004%
9/9/2026 RFG Advisory LLC8,358$775K0.0%N/A0.001%
9/9/2026 NewEdge Advisors LLC30,210$2.80M0.0%+23.1%0.005%
9/9/2026 IFP Advisors Inc3,374$313K0.0%+57.0%0.001%
9/9/2026 Squarepoint Ops LLC31,011$2.88M0.0%+69.0%0.005%
9/9/2026 Baird Financial Group Inc.16,258$1.51M0.0%+11.4%0.002%
9/8/2026 Allworth Financial LP18,169$1.68M0.0%+24.6%0.003%
9/8/2026 Arizona State Retirement System181,287$16.81M0.1%+1.4%0.028%
9/8/2026 Waverly Advisors LLC19,925$1.85M0.0%+39.9%0.003%
9/8/2026 Bank OZK18,182$1.69M0.5%N/A0.003%
9/8/2026 Empirical Finance LLC21,944$2.03M0.1%+3.7%0.003%
9/4/2026 Parkside Financial Bank & Trust2,498$232K0.0%+61.1%0.000%
8/26/2026 Amundi1,584,168$146.87M0.0%N/A0.242%
8/26/2026 HighTower Advisors LLC1,283,524$119.00M0.1%N/A0.196%
8/24/2026 California State Teachers Retirement System92,350,656$8.56B0.0%+11,081.4%14.123%
8/23/2026 Greenland Capital Management LP78,150$7.25M0.9%N/A0.012%
8/23/2026 Washington Trust Advisors Inc.2,915$270K0.0%+61.5%0.000%
8/23/2026 Ameritas Advisory Services LLC4,188$388K0.0%-12.9%0.001%
8/23/2026 Wedmont Private Capital4,668$440K0.0%+10.9%0.001%
8/23/2026 Kintra Wealth LLC5,575$482K0.0%+160.3%0.001%
8/23/2026 HB Wealth Management LLC22,574$2.09M0.0%+7.9%0.003%
8/23/2026 Saudi Central Bank45,733$4.24M0.1%+89.8%0.007%
8/23/2026 Angeles Wealth Management LLC2,557$239K0.0%-8.1%0.000%
8/20/2026 Clifford 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%
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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%
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%
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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 Company916,291$84.95M0.1%N/A0.140%
8/14/2026 Van Hulzen Asset Management LLC10,550$978K0.1%N/A0.002%


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 California State Teachers Retirement System ($8.56B), 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), and State Street Corp ($3.27B).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 1,138 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: California State Teachers Retirement System ($91.54M), 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), and Deutsche Bank AG ($9.67M).

Institutional investors have bought a total of 286,626,156 shares in the last 24 months. This purchase volume represents approximately $26.36B in transactions.

Of the 438 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 37,561,433 shares in the last 24 months. This volume of shares sold represents approximately $3.36B in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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