Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,211 institutions that hold shares in the stock, with a total of 544 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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
8,354
shares
|
$791,708
0.32% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
8,304
shares
|
$786,970
0.08% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
8,243
shares
|
$781,189
0.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
8,208
shares
|
$777,872
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
8,158
shares
|
$773,133
0.57% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
8,139
shares
|
$771,333
0.04% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,135
shares
|
$770,953
0.0% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
8,094
shares
|
$767,068
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,070
shares
|
$764,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
8,020
shares
|
$760,055
0.61% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
7,984
shares
|
$756,643
0.02% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
7,914
shares
|
$750,009
0.03% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
7,896
shares
|
$748,303
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
7,847
shares
|
$743,660
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
7,842
shares
|
$743,186
0.06% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
7,841
shares
|
$743,091
0.01% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
7,800
shares
|
$739,206
0.6% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,624
shares
|
$722,526
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,605
shares
|
$720,725
0.01% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
7,576
shares
|
$717,977
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
7,542
shares
|
$714,755
0.08% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
7,538
shares
|
$714,376
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
7,507
shares
|
$711,438
0.01% of portfolio
|
Q2 2024
Reduced 45.47%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
7,492
shares
|
$710,016
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,491
shares
|
$709,922
0.0% of portfolio
|
Q3 2024
New holding
|