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 |
|---|---|---|---|---|---|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,570
shares
|
$336,543
0.12% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$331,924
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,519
shares
|
$331,736
0.03% of portfolio
|
Q3 2024
Added 33.6%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,512
shares
|
$331,076
0.02% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
3,509
shares
|
$330,793
0.17% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
3,502
shares
|
$330,133
0.19% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,499
shares
|
$329,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
3,497
shares
|
$329,662
0.03% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,444
shares
|
$324,665
0.09% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
3,437
shares
|
$324,005
0.07% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
3,413
shares
|
$321,743
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,400
shares
|
$320,518
0.1% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
3,400
shares
|
$320,518
0.02% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
3,373
shares
|
$317,972
0.02% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,344
shares
|
$315,238
0.15% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
3,332
shares
|
$314,107
0.05% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,327
shares
|
$313,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
3,300
shares
|
$311,091
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,288
shares
|
$309,959
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
3,275
shares
|
$308,734
0.15% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
3,270
shares
|
$308,262
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,258
shares
|
$307,131
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
3,251
shares
|
$306,471
0.12% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
3,250
shares
|
$306,377
0.01% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$305,151
0.07% of portfolio
|
Q3 2024
New holding
|