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 |
|---|---|---|---|---|---|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
6,110
shares
|
$579,044
0.08% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
6,099
shares
|
$578,002
0.25% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,070
shares
|
$575,253
0.1% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
6,054
shares
|
$573,737
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,022
shares
|
$570,704
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,003
shares
|
$568,904
0.04% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
6,000
shares
|
$568,620
0.13% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
5,988
shares
|
$567,482
0.3% of portfolio
|
Q1 2024
Reduced 4.56%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
5,942
shares
|
$563,123
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
5,874
shares
|
$556,678
0.03% of portfolio
|
Q3 2024
Reduced 37.24%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,871
shares
|
$556,394
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
5,716
shares
|
$541,705
0.03% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Presima Inc.
|
Oct 16, 2024 Q3 2024 |
5,650
shares
|
$535,450
0.11% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
5,644
shares
|
$534,881
0.0% of portfolio
|
Q3 2024
Reduced 57.98%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,639
shares
|
$534,408
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
5,626
shares
|
$533,176
0.24% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,621
shares
|
$532,702
0.03% of portfolio
|
Q3 2024
Reduced 45.32%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,610
shares
|
$531,659
0.02% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
5,600
shares
|
$530,712
0.37% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,596
shares
|
$530,332
0.02% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
5,568
shares
|
$527,679
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
5,527
shares
|
$523,793
0.07% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,520
shares
|
$523,130
0.0% of portfolio
|
Q3 2024
Added 33.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,512
shares
|
$522,372
0.0% of portfolio
|
Q3 2024
Added 24.71%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,509
shares
|
$522,087
0.03% of portfolio
|
Q3 2024
Added 44.75%
|