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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,203
shares
|
$396,216
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,199
shares
|
$395,839
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
4,176
shares
|
$393,671
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,169
shares
|
$393,011
0.07% of portfolio
|
Q2 2023
Added 3.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,162
shares
|
$392,351
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,124
shares
|
$388,769
0.02% of portfolio
|
Q4 2023
Reduced 9.62%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,084
shares
|
$384,998
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,079
shares
|
$384,527
0.01% of portfolio
|
Q3 2024
Added 594.89%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
4,074
shares
|
$384,055
0.0% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
4,031
shares
|
$380,002
0.09% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,020
shares
|
$378,965
0.24% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
4,017
shares
|
$378,682
0.05% of portfolio
|
Q3 2024
Added 1888.61%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
4,000
shares
|
$377,080
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,980
shares
|
$375,194
0.04% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
3,957
shares
|
$373,026
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
3,955
shares
|
$372,837
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
3,931
shares
|
$370,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
3,918
shares
|
$369,349
0.14% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,914
shares
|
$368,972
0.17% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
3,907
shares
|
$368,312
0.22% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
3,900
shares
|
$367,653
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
3,887
shares
|
$366,427
0.03% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,876
shares
|
$365,390
0.01% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,870
shares
|
$364,824
0.02% of portfolio
|
Q3 2024
Reduced 91.51%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
3,858
shares
|
$363,693
0.09% of portfolio
|
Q3 2024
Added 0.1%
|