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 |
|---|---|---|---|---|---|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,852
shares
|
$363,128
0.03% of portfolio
|
Q3 2024
Added 39.57%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,851
shares
|
$363,033
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
3,850
shares
|
$362,939
0.17% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,832
shares
|
$361,242
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
3,803
shares
|
$358,508
0.03% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
3,799
shares
|
$358,131
0.01% of portfolio
|
Q3 2023
Added 100.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
3,798
shares
|
$358,037
0.06% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,768
shares
|
$355,209
0.08% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,736
shares
|
$352,192
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,729
shares
|
$351,532
0.1% of portfolio
|
Q3 2023
Added 117.05%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,724
shares
|
$351,061
0.01% of portfolio
|
Q4 2023
Reduced 3.97%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,717
shares
|
$350,401
0.03% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
3,700
shares
|
$348,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
3,699
shares
|
$348,704
0.01% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,696
shares
|
$348,421
0.04% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
3,671
shares
|
$346,065
0.17% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,637
shares
|
$342,859
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,626
shares
|
$341,823
0.31% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,619
shares
|
$341,163
0.0% of portfolio
|
Q3 2024
Added 396.43%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,613
shares
|
$340,597
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
3,609
shares
|
$340,220
0.1% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,602
shares
|
$339,560
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
3,600
shares
|
$339,372
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,581
shares
|
$337,580
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,577
shares
|
$337,203
0.03% of portfolio
|
Q3 2024
New holding
|