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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
14,852
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,799
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
14,765
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
14,707
shares
|
$1.39 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,516
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
14,452
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,119
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
14,032
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.31%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
13,994
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,965
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2022
Added 10.26%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
13,914
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
13,829
shares
|
$1.31 Million
0.18% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
13,749
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
13,577
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
13,571
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
13,317
shares
|
$1.26 Million
0.51% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,200
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
13,193
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,031
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
13,018
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
13,007
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
12,654
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
12,391
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
12,322
shares
|
$1.17 Million
0.63% of portfolio
|
Q3 2023
Added 100.03%
|