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 |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
17,247
shares
|
$1.63 Million
0.97% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
17,123
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
17,013
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,997
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,864
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
16,842
shares
|
$1.59 Million
0.81% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
16,814
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
16,636
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
16,526
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Pensionfund Sabic
|
Oct 09, 2024 Q3 2024 |
16,400
shares
|
$1.55 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,027
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.98%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,018
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 13, 2024 Q3 2024 |
16,000
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
15,840
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
15,828
shares
|
$1.5 Million
0.18% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,752
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
15,410
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Reduced 28.23%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
15,374
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
15,346
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
15,332
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
15,313
shares
|
$1.45 Million
0.78% of portfolio
|
Q4 2023
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
15,308
shares
|
$1.45 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,137
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,084
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 92.89%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
15,033
shares
|
$1.42 Million
0.82% of portfolio
|
Q2 2024
Reduced 30.04%
|