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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
4,618
shares
|
$437,647
0.17% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
4,612
shares
|
$437,079
0.01% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,600
shares
|
$435,942
0.16% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
4,568
shares
|
$432,909
0.34% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,548
shares
|
$431,013
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,500
shares
|
$426,465
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,496
shares
|
$426,085
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,484
shares
|
$424,948
0.35% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Centre Asset Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,482
shares
|
$424,759
0.08% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
4,438
shares
|
$420,589
0.1% of portfolio
|
Q2 2024
Reduced 12.72%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
4,424
shares
|
$419,262
0.06% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
4,379
shares
|
$414,997
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,374
shares
|
$414,523
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,360
shares
|
$413,197
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,328
shares
|
$410,164
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,327
shares
|
$410,069
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
4,324
shares
|
$409,785
0.1% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,300
shares
|
$407,511
0.03% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
4,293
shares
|
$406,847
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,290
shares
|
$406,563
0.01% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,284
shares
|
$405,994
0.03% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,282
shares
|
$405,805
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
4,263
shares
|
$404,004
0.01% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
4,251
shares
|
$402,867
0.0% of portfolio
|
Q1 2024
Reduced 8.8%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
4,244
shares
|
$402,203
0.15% of portfolio
|
Q1 2024
Reduced 0.47%
|