Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,321 institutions that hold shares in the stock, with a total of 570 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Run Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,578
shares
|
$216,809
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,572
shares
|
$216,305
0.06% of portfolio
|
Q3 2022
Added 0.94%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
2,564
shares
|
$215,632
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,564
shares
|
$215,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,560
shares
|
$215,296
0.02% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,560
shares
|
$215,296
0.21% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,560
shares
|
$215,296
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,548
shares
|
$214,286
0.01% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
2,524
shares
|
$212,268
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,524
shares
|
$212,268
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
2,518
shares
|
$211,763
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
2,515
shares
|
$211,511
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
2,508
shares
|
$210,922
0.01% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,505
shares
|
$210,670
0.06% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,502
shares
|
$210,418
0.01% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,491
shares
|
$209,493
0.08% of portfolio
|
Q3 2024
Reduced 34.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,481
shares
|
$208,652
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
2,480
shares
|
$208,568
0.02% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,479
shares
|
$208,483
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,471
shares
|
$207,811
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,458
shares
|
$206,717
0.02% of portfolio
|
Q4 2024
Reduced 51.56%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
2,454
shares
|
$206,381
0.04% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
2,450
shares
|
$206,045
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
2,444
shares
|
$205,540
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,439
shares
|
$205,119
0.17% of portfolio
|
Q4 2024
Reduced 5.54%
|