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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$6,006,00261,809
Q4 20251$5,133,83858,147
Q3 20251$1,267,02414,081
Q2 20252$23,117,305305,098
Q1 20251$540,1097,569
Q4 20241$750,3878,554
Q3 20241$587,1007,020
Q2 20241$510,2156,708
Q1 20242$474,276300,009
Q4 20232$747,499124,288
Q3 20232$326,36867,440
Q2 20232$404,987432,052
SRE Institutional Ownership and 13F Activity Q1 2026 | InsiderSet