Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,321 institutions that hold shares in the stock, with a total of 570 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
21,400
shares
|
$1.8 Million
0.49% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
21,333
shares
|
$1.79 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
21,268
shares
|
$1.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
21,220
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Added 170.63%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,149
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 228.35%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
21,144
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
21,000
shares
|
$1.77 Million
0.34% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
20,930
shares
|
$1.76 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
20,864
shares
|
$1.75 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
20,862
shares
|
$1.75 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,762
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
20,724
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
20,184
shares
|
$1.7 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
20,140
shares
|
$1.69 Million
0.78% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
20,112
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
20,000
shares
|
$1.68 Million
0.47% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,747
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
19,681
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 368.71%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
19,615
shares
|
$1.65 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
19,568
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Added 61.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
19,475
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
19,241
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
19,186
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
19,031
shares
|
$1.6 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,993
shares
|
$1.6 Million
0.35% of portfolio
|
Q4 2022
Added 4.08%
|