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 $51.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
24,227
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2024
Added 520.09%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
24,030
shares
|
$2.28 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
23,970
shares
|
$2.27 Million
0.86% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
23,800
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2024
Added 27.89%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,367
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 64.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
23,040
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,884
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2023
Reduced 86.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
22,770
shares
|
$2.16 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
22,561
shares
|
$2.14 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
21,928
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
21,893
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
21,799
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
21,559
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
21,519
shares
|
$2.04 Million
0.11% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
21,412
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
21,336
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
21,308
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.55%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
21,087
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Added 49.69%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
21,022
shares
|
$1.99 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
21,000
shares
|
$1.99 Million
0.34% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
20,930
shares
|
$1.98 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
20,926
shares
|
$1.98 Million
0.32% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,606
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
20,235
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
20,183
shares
|
$1.91 Million
0.47% of portfolio
|
Q3 2024
Reduced 53.5%
|