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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,742
shares
|
$638,399
0.31% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,666
shares
|
$631,203
0.02% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,569
shares
|
$622,018
0.0% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
6,546
shares
|
$619,840
0.02% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
6,522
shares
|
$617,568
0.06% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
6,511
shares
|
$616,526
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,510
shares
|
$616,431
0.06% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,451
shares
|
$610,845
0.01% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
6,441
shares
|
$609,898
0.02% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,425
shares
|
$608,383
0.0% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
6,415
shares
|
$607,436
0.03% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
6,386
shares
|
$604,690
0.15% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,385
shares
|
$604,595
0.07% of portfolio
|
Q3 2024
Added 26.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,356
shares
|
$601,849
0.01% of portfolio
|
Q3 2024
Added 119.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
6,338
shares
|
$600,145
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
6,318
shares
|
$598,251
0.07% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,271
shares
|
$593,800
0.01% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,262
shares
|
$592,948
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
6,240
shares
|
$590,865
0.38% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
6,184
shares
|
$585,562
0.01% of portfolio
|
Q3 2024
Added 405.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,174
shares
|
$584,616
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
6,135
shares
|
$580,923
0.05% of portfolio
|
Q3 2024
Reduced 38.65%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
6,124
shares
|
$579,881
0.18% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,118
shares
|
$579,313
0.07% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
6,110
shares
|
$578,555
0.08% of portfolio
|
Q3 2024
Added 1.33%
|