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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
5,120
shares
|
$482,662
0.04% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
5,099
shares
|
$480,682
0.02% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,079
shares
|
$478,797
0.0% of portfolio
|
Q3 2024
Reduced 30.87%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,074
shares
|
$478,325
0.04% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
5,059
shares
|
$476,911
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,049
shares
|
$475,969
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
5,038
shares
|
$474,932
0.3% of portfolio
|
Q1 2024
Reduced 21.06%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,021
shares
|
$473,329
0.15% of portfolio
|
Q2 2024
Added 96.75%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,995
shares
|
$470,878
0.02% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
4,990
shares
|
$470,407
0.05% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,958
shares
|
$467,390
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,921
shares
|
$463,902
0.03% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,910
shares
|
$462,865
0.14% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
4,906
shares
|
$462,488
0.04% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,893
shares
|
$461,263
0.05% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,882
shares
|
$460,226
0.12% of portfolio
|
Q2 2024
Added 2.76%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
4,877
shares
|
$459,754
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
4,853
shares
|
$457,492
0.17% of portfolio
|
Q3 2024
Added 37.75%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,783
shares
|
$450,893
0.36% of portfolio
|
Q2 2022
Added 7.36%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,758
shares
|
$448,536
0.07% of portfolio
|
Q4 2022
Reduced 46.51%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,750
shares
|
$447,782
0.03% of portfolio
|
Q3 2023
Added 117.89%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,721
shares
|
$445,048
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
4,700
shares
|
$443,069
0.01% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
4,691
shares
|
$442,220
0.13% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
4,618
shares
|
$435,338
0.17% of portfolio
|
Q3 2024
Reduced 6.52%
|