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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
2,943
shares
|
$277,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$277,342
0.02% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,919
shares
|
$275,174
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,905
shares
|
$273,854
0.13% of portfolio
|
Q3 2024
Reduced 80.6%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
2,902
shares
|
$273,571
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
2,895
shares
|
$272,911
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,887
shares
|
$272,157
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
2,884
shares
|
$271,874
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
2,866
shares
|
$270,177
0.06% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,857
shares
|
$269,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,850
shares
|
$268,669
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,844
shares
|
$268,103
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,839
shares
|
$267,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
2,836
shares
|
$267,349
0.0% of portfolio
|
Q1 2024
Reduced 7.05%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,828
shares
|
$266,595
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,828
shares
|
$266,595
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,825
shares
|
$266,312
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,825
shares
|
$266,312
0.01% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
2,817
shares
|
$265,558
0.1% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,816
shares
|
$265,464
0.01% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,816
shares
|
$265,464
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,814
shares
|
$265,275
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
2,814
shares
|
$265,275
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
2,804
shares
|
$264,333
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
2,800
shares
|
$263,956
0.08% of portfolio
|
Q3 2024
Added 0.83%
|