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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,429
shares
|
$228,981
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
2,423
shares
|
$228,416
0.06% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
2,406
shares
|
$226,813
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
2,404
shares
|
$226,625
0.74% of portfolio
|
Q3 2022
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,401
shares
|
$226,342
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,400
shares
|
$226,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$226,248
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,395
shares
|
$225,776
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
2,320
shares
|
$218,706
0.11% of portfolio
|
Q2 2024
Reduced 7.2%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,286
shares
|
$215,501
0.02% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,229
shares
|
$210,127
0.02% of portfolio
|
Q3 2024
Added 109.1%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,216
shares
|
$208,902
0.0% of portfolio
|
Q2 2023
Reduced 5.86%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,199
shares
|
$207,299
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,184
shares
|
$205,885
0.16% of portfolio
|
Q2 2024
Reduced 10.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,180
shares
|
$205,508
0.01% of portfolio
|
Q3 2023
Added 100.18%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,156
shares
|
$203,246
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,146
shares
|
$202,303
0.07% of portfolio
|
Q2 2023
Added 4.28%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,092
shares
|
$197,212
0.01% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,065
shares
|
$194,667
0.0% of portfolio
|
Q3 2024
Reduced 87.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,050
shares
|
$193,253
0.03% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,042
shares
|
$192,499
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,026
shares
|
$190,991
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,015
shares
|
$189,954
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,000
shares
|
$188,540
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$188,540
0.02% of portfolio
|
Q3 2023
Added 100.0%
|