SEMPRA (SRE) Institutional Ownership Changes & 13F Activity

SEMPRA (SRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Assenagon Asset Management S.A., Jefferies Financial Group Inc., California State Teachers Retirement System, and Stock Yards Bank & Trust Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+285285$26.42KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-17,313-1.9%916,291$84.95MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+778+1.5%52,313$4.85MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+947+61.1%2,498$231.59KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-967,673-76.5%296,960$27.53MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+46,137+150.8%76,735$7.11MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+19+11.7%181$16.78KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+66+66.7%165$15.30KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-36,467-7.2%473,519$43.90MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+170,195+20.6%996,124$92.35MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-11-0.6%1,782$165.21KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+403,946+1113.9%440,209$40.81MQ2 2026Aug 21, 2026
Clifford Swan Investment Counsel LlcSell-1,720-12.7%11,804$1.09MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-10-0.5%2,168$201.07KQ2 2026Aug 20, 2026
Stock Yards Bank & Trust CoSell-160,005-55.1%130,412$12.09MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+20,884+24.0%108,075$10.02MQ2 2026Aug 19, 2026
Field & Main BankBuy+700700$64.90KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+146+0.3%47,268$4.38MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+5+0.6%789$73.14KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpSell-20,587-86.1%3,330$312.72KQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+10,033+10.4%106,898$10.04MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,4001,400$129.79KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-535-3.2%16,389$1.52MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+250+4.6%5,697$528.17KQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+3+0.1%2,788$258.47KQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Buy+1+0.0%5,231$484.94KQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+1+0.0%2,199$203.86KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Sell-280,927-90.6%29,101$2.70MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-20,270-7.5%251,752$23.34MQ2 2026Aug 17, 2026
Bank OzkBuy+18,18218,182$1.69MQ2 2026Aug 17, 2026
Showing 30 of 1,153

Frequently asked questions about SRE activity

  • Which institutional owners are buying SRE?

    Institutional owners buying SRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SRE activity?

    "Buy" means an investor increased their reported position in SRE compared to the prior reporting period. This reflects growing exposure to SEMPRA (SRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SRE increasing?

    Institutional interest in SRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.