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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,572
shares
|
$242,462
0.06% of portfolio
|
Q3 2022
Added 0.94%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,572
shares
|
$242,462
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
2,564
shares
|
$241,708
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,560
shares
|
$241,331
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,560
shares
|
$241,331
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,558
shares
|
$241,142
0.17% of portfolio
|
Q3 2024
Reduced 89.46%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
2,554
shares
|
$240,765
0.01% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,539
shares
|
$239,351
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,526
shares
|
$238,126
0.01% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
2,521
shares
|
$237,654
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
2,518
shares
|
$237,371
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,518
shares
|
$237,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,513
shares
|
$236,900
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
2,509
shares
|
$236,523
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
2,509
shares
|
$236,523
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,502
shares
|
$235,863
0.01% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,492
shares
|
$234,920
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,491
shares
|
$234,826
0.08% of portfolio
|
Q3 2024
Reduced 34.67%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
2,489
shares
|
$234,638
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,479
shares
|
$233,695
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
2,460
shares
|
$231,904
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
2,454
shares
|
$231,338
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
2,450
shares
|
$230,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
2,450
shares
|
$230,961
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,448
shares
|
$230,772
0.03% of portfolio
|
Q3 2024
New holding
|