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 |
|---|---|---|---|---|---|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
9,600
shares
|
$909,024
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
9,552
shares
|
$904,478
0.05% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
9,536
shares
|
$902,963
0.2% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
9,526
shares
|
$902,016
0.09% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
9,520
shares
|
$901,448
0.06% of portfolio
|
Q3 2024
Added 20.57%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
9,481
shares
|
$897,755
0.39% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
9,475
shares
|
$897,187
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,442
shares
|
$894,062
0.11% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,312
shares
|
$881,753
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
9,300
shares
|
$880,617
1.7% of portfolio
|
Q4 2021
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,300
shares
|
$880,617
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,159
shares
|
$867,265
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
8,983
shares
|
$850,600
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
8,972
shares
|
$849,558
0.06% of portfolio
|
Q3 2024
Added 23.16%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
8,800
shares
|
$833,272
0.12% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,742
shares
|
$827,779
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
8,741
shares
|
$827,685
0.01% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,648
shares
|
$818,879
0.12% of portfolio
|
Q1 2024
Added 255.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,636
shares
|
$817,742
0.02% of portfolio
|
Q3 2024
Added 55.58%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
8,593
shares
|
$813,671
0.08% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,489
shares
|
$803,823
0.02% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,443
shares
|
$799,467
0.09% of portfolio
|
Q2 2022
Reduced 0.57%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
8,387
shares
|
$794,165
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,373
shares
|
$792,839
0.28% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
8,354
shares
|
$791,040
0.32% of portfolio
|
Q3 2024
Added 0.28%
|