Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,209 institutions that hold shares in the stock, with a total of 543 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
41,393
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
41,332
shares
|
$3.91 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
41,287
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
41,190
shares
|
$3.9 Million
0.08% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
41,056
shares
|
$3.89 Million
0.08% of portfolio
|
Q3 2024
Added 207.35%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
39,751
shares
|
$3.76 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
39,668
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
39,634
shares
|
$3.75 Million
0.26% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
39,614
shares
|
$3.75 Million
0.03% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
39,254
shares
|
$3.72 Million
0.06% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
39,200
shares
|
$3.71 Million
0.13% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
38,786
shares
|
$3.67 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,540
shares
|
$3.65 Million
0.11% of portfolio
|
Q3 2023
Added 94.07%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
38,196
shares
|
$3.62 Million
0.12% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
38,012
shares
|
$3.6 Million
0.66% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
37,912
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
37,806
shares
|
$3.58 Million
0.43% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
37,377
shares
|
$3.54 Million
0.82% of portfolio
|
Q3 2024
Reduced 19.32%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 29, 2024 Q3 2024 |
37,191
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
37,172
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
37,114
shares
|
$3.51 Million
0.05% of portfolio
|
Q1 2022
Reduced 19.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
36,858
shares
|
$3.49 Million
0.29% of portfolio
|
Q3 2023
Added 100.57%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
36,655
shares
|
$3.47 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
35,896
shares
|
$3.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
35,722
shares
|
$3.38 Million
0.55% of portfolio
|
Q2 2024
Reduced 2.32%
|