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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
3,250
shares
|
$303,192
0.01% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$301,979
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
3,230
shares
|
$301,326
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,200
shares
|
$298,528
0.1% of portfolio
|
Q3 2024
Reduced 39.62%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,194
shares
|
$297,968
0.01% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,190
shares
|
$297,595
0.01% of portfolio
|
Q2 2024
Reduced 19.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,171
shares
|
$295,822
0.01% of portfolio
|
Q3 2024
Reduced 22.45%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,130
shares
|
$291,997
0.09% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,125
shares
|
$291,531
0.02% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
3,110
shares
|
$290,131
0.08% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,097
shares
|
$288,919
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
3,089
shares
|
$288,172
0.05% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
3,083
shares
|
$287,613
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
3,078
shares
|
$287,146
0.08% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,072
shares
|
$286,586
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,065
shares
|
$285,933
0.01% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,027
shares
|
$282,388
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$279,870
0.08% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$279,870
0.03% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
2,992
shares
|
$279,123
0.01% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,982
shares
|
$278,190
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$277,351
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,970
shares
|
$277,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,966
shares
|
$276,698
0.51% of portfolio
|
Q3 2022
Added 1686.75%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,952
shares
|
$275,392
0.01% of portfolio
|
Q3 2024
New holding
|