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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +285 | — | 285 | $26.42K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -17,313 | -1.9% | 916,291 | $84.95M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +778 | +1.5% | 52,313 | $4.85M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +947 | +61.1% | 2,498 | $231.59K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -967,673 | -76.5% | 296,960 | $27.53M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +46,137 | +150.8% | 76,735 | $7.11M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +19 | +11.7% | 181 | $16.78K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +66 | +66.7% | 165 | $15.30K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -36,467 | -7.2% | 473,519 | $43.90M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +170,195 | +20.6% | 996,124 | $92.35M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -11 | -0.6% | 1,782 | $165.21K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +403,946 | +1113.9% | 440,209 | $40.81M | Q2 2026 | Aug 21, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -1,720 | -12.7% | 11,804 | $1.09M | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -10 | -0.5% | 2,168 | $201.07K | Q2 2026 | Aug 20, 2026 |
| Stock Yards Bank & Trust Co | Sell | -160,005 | -55.1% | 130,412 | $12.09M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +20,884 | +24.0% | 108,075 | $10.02M | Q2 2026 | Aug 19, 2026 |
| Field & Main Bank | Buy | +700 | — | 700 | $64.90K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +146 | +0.3% | 47,268 | $4.38M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +5 | +0.6% | 789 | $73.14K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Sell | -20,587 | -86.1% | 3,330 | $312.72K | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +10,033 | +10.4% | 106,898 | $10.04M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +1,400 | — | 1,400 | $129.79K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -535 | -3.2% | 16,389 | $1.52M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +250 | +4.6% | 5,697 | $528.17K | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Buy | +3 | +0.1% | 2,788 | $258.47K | Q2 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Buy | +1 | +0.0% | 5,231 | $484.94K | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +1 | +0.0% | 2,199 | $203.86K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -280,927 | -90.6% | 29,101 | $2.70M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -20,270 | -7.5% | 251,752 | $23.34M | Q2 2026 | Aug 17, 2026 |
| Bank Ozk | Buy | +18,182 | — | 18,182 | $1.69M | Q2 2026 | Aug 17, 2026 |
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.
Related SRE Institutional Insights
- SRE Overview
- SRE 13F Institutional Holders
- SRE Top Institutional Shareholders
- 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
- SRE Articles
- Top Institutional Investor Stock Rankings