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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,445
shares
|
$705,562
0.02% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
7,365
shares
|
$697,981
0.03% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
7,284
shares
|
$690,304
0.03% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
7,276
shares
|
$689,546
0.02% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
7,228
shares
|
$684,997
0.53% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
7,210
shares
|
$683,291
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
7,149
shares
|
$677,510
0.1% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,148
shares
|
$677,415
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,117
shares
|
$674,478
0.01% of portfolio
|
Q3 2024
Added 17.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,072
shares
|
$670,213
0.02% of portfolio
|
Q3 2024
Added 55.7%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,039
shares
|
$667,086
0.15% of portfolio
|
Q3 2022
Reduced 12.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
7,029
shares
|
$666,138
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,020
shares
|
$665,285
0.01% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
6,995
shares
|
$662,916
0.41% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,911
shares
|
$654,955
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,876
shares
|
$651,638
0.0% of portfolio
|
Q3 2024
Added 65.85%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
6,867
shares
|
$650,785
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
6,855
shares
|
$649,648
0.04% of portfolio
|
Q2 2024
Added 4.34%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
6,853
shares
|
$649,458
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,846
shares
|
$648,795
0.01% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
6,807
shares
|
$645,099
0.22% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ami Asset Management Corp
|
Oct 25, 2024 Q3 2024 |
6,802
shares
|
$644,625
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
6,781
shares
|
$642,635
0.01% of portfolio
|
Q2 2024
Reduced 24.84%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
6,780
shares
|
$642,540
0.02% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,769
shares
|
$641,498
0.27% of portfolio
|
Q4 2022
Added 5.27%
|