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 $51.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
29,766
shares
|
$2.81 Million
0.1% of portfolio
|
Q3 2024
Reduced 61.22%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
29,518
shares
|
$2.78 Million
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
29,166
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
29,000
shares
|
$2.73 Million
0.54% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
28,306
shares
|
$2.67 Million
0.13% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
28,016
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
27,965
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
27,761
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
27,753
shares
|
$2.62 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
27,625
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
27,348
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
27,263
shares
|
$2.57 Million
0.27% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
27,247
shares
|
$2.57 Million
1.09% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
26,954
shares
|
$2.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 86.31%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
26,911
shares
|
$2.54 Million
0.26% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
26,874
shares
|
$2.53 Million
0.05% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
26,178
shares
|
$2.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
25,816
shares
|
$2.43 Million
0.14% of portfolio
|
Q4 2023
Added 49.0%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
25,739
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
25,280
shares
|
$2.38 Million
0.23% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
24,966
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2023
Added 177.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
24,923
shares
|
$2.35 Million
0.05% of portfolio
|
Q3 2024
Added 56.64%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
24,878
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
24,867
shares
|
$2.34 Million
0.7% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
24,230
shares
|
$2.28 Million
0.54% of portfolio
|
Q3 2024
Added 1.04%
|