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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
10,607
shares
|
$1 Million
0.19% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
10,599
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,589
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
10,460
shares
|
$990,457
0.02% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
10,355
shares
|
$980,514
0.03% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
10,330
shares
|
$978,147
0.22% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
10,304
shares
|
$975,685
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,262
shares
|
$971,708
0.02% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,253
shares
|
$970,856
0.01% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,248
shares
|
$970,383
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,247
shares
|
$970,288
0.03% of portfolio
|
Q3 2024
Added 240.77%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,191
shares
|
$964,985
0.0% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
10,184
shares
|
$964,322
0.02% of portfolio
|
Q3 2024
Added 5017.59%
|
|
|
Quaero Capital S.A.
|
Oct 15, 2024 Q3 2024 |
10,130
shares
|
$959,209
1.88% of portfolio
|
Q1 2024
Reduced 22.55%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
10,070
shares
|
$953,528
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,039
shares
|
$950,592
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
9,957
shares
|
$942,828
0.43% of portfolio
|
Q3 2024
Added 29.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,948
shares
|
$941,976
0.01% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,862
shares
|
$933,832
0.05% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
9,825
shares
|
$930,329
0.0% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
9,766
shares
|
$924,742
0.02% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,691
shares
|
$917,640
0.08% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,646
shares
|
$913,379
0.02% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
9,640
shares
|
$912,811
0.11% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,609
shares
|
$909,876
0.01% of portfolio
|
Q3 2024
Added 29.54%
|