SEMPRA (SRE) Institutional Ownership
SRE is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.01M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $6.01M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SRE position is now estimated to be worth approximately $5.58M, representing an estimated loss of -7.12% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SEMPRA (SRE).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $6,006,002 | 61,809 |
| Q4 2025 | 1 | $5,133,838 | 58,147 |
| Q3 2025 | 1 | $1,267,024 | 14,081 |
| Q2 2025 | 2 | $23,117,305 | 305,098 |
| Q1 2025 | 1 | $540,109 | 7,569 |
| Q4 2024 | 1 | $750,387 | 8,554 |
| Q3 2024 | 1 | $587,100 | 7,020 |
| Q2 2024 | 1 | $510,215 | 6,708 |
| Q1 2024 | 2 | $474,276 | 300,009 |
| Q4 2023 | 2 | $747,499 | 124,288 |
| Q3 2023 | 2 | $326,368 | 67,440 |
| Q2 2023 | 2 | $404,987 | 432,052 |
Related SRE Institutional Insights:
- SRE Institutional Ownership & Insiders Activity
- SRE Institutional Ownership & 13F Activity
- SRE Top Institutional Shareholders
- SRE Institutional Buying Activity
- SRE Institutional Selling Activity
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- SRE Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings