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 $51.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
5,430
shares
|
$511,886
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5,419
shares
|
$510,849
0.01% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,400
shares
|
$509,058
0.01% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
5,392
shares
|
$508,303
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
5,379
shares
|
$507,078
0.03% of portfolio
|
Q3 2024
Added 398.52%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
5,362
shares
|
$505,475
0.24% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
5,350
shares
|
$504,344
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,347
shares
|
$504,061
0.15% of portfolio
|
Q3 2023
Added 99.96%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
5,327
shares
|
$502,176
0.02% of portfolio
|
Q4 2023
Reduced 25.25%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,325
shares
|
$501,987
0.03% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
5,290
shares
|
$498,688
0.0% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
5,282
shares
|
$497,934
0.12% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,279
shares
|
$497,651
0.19% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,276
shares
|
$497,368
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,263
shares
|
$496,143
0.07% of portfolio
|
Q3 2024
Added 82.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,244
shares
|
$494,351
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,210
shares
|
$491,146
0.01% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
5,208
shares
|
$490,958
0.01% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
5,198
shares
|
$490,015
0.15% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,184
shares
|
$488,695
0.13% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,174
shares
|
$487,752
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
5,158
shares
|
$486,244
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
5,130
shares
|
$483,605
0.54% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,125
shares
|
$483,133
0.03% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
5,123
shares
|
$482,945
0.1% of portfolio
|
Q3 2024
Added 18.48%
|