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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,796
shares
|
$263,578
0.05% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,792
shares
|
$263,201
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,782
shares
|
$262,259
0.01% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,776
shares
|
$261,693
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
2,772
shares
|
$261,316
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
2,767
shares
|
$260,845
0.09% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
2,764
shares
|
$260,562
0.2% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,755
shares
|
$259,713
0.13% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,755
shares
|
$259,713
0.0% of portfolio
|
Q3 2024
Reduced 75.2%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,736
shares
|
$257,922
0.1% of portfolio
|
Q2 2024
Reduced 16.99%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
2,721
shares
|
$256,508
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
2,710
shares
|
$255,471
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,702
shares
|
$254,717
0.13% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,700
shares
|
$254,529
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2,698
shares
|
$254,340
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,678
shares
|
$252,455
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
2,669
shares
|
$251,606
0.02% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,656
shares
|
$250,381
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
2,639
shares
|
$248,778
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,624
shares
|
$247,364
0.01% of portfolio
|
Q1 2022
Reduced 14.72%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
2,620
shares
|
$246,987
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
2,620
shares
|
$246,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,596
shares
|
$244,724
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
2,582
shares
|
$243,405
0.18% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,578
shares
|
$243,028
0.08% of portfolio
|
Q3 2024
New holding
|