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 |
|---|---|---|---|---|---|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
12,322
shares
|
$1.16 Million
0.63% of portfolio
|
Q3 2023
Added 100.03%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,201
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
12,200
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
12,110
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
12,089
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,087
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.14%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
12,050
shares
|
$1.14 Million
0.2% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
12,040
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
11,829
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 335.85%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,750
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
11,560
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
11,435
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
11,425
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
11,355
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
11,340
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
11,224
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
10,932
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
10,883
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,878
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
10,852
shares
|
$1.02 Million
0.68% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
10,796
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
10,744
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
10,721
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 75.5%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
10,678
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
10,675
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Added 19.92%
|