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 |
|---|---|---|---|---|---|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
2,427
shares
|
$204,110
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$204,026
0.0% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,426
shares
|
$204,026
0.01% of portfolio
|
Q4 2024
Reduced 32.65%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,410
shares
|
$202,681
0.02% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
2,408
shares
|
$202,512
0.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
2,404
shares
|
$202,176
0.74% of portfolio
|
Q3 2022
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,400
shares
|
$201,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,394
shares
|
$201,335
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
2,384
shares
|
$200,494
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
2,374
shares
|
$199,653
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,363
shares
|
$198,728
0.02% of portfolio
|
Q4 2024
Reduced 17.29%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
2,361
shares
|
$198,560
0.03% of portfolio
|
Q4 2024
Reduced 73.72%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,357
shares
|
$198,223
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,353
shares
|
$197,887
0.1% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,343
shares
|
$197,046
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,332
shares
|
$196,121
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
2,323
shares
|
$195,364
0.12% of portfolio
|
Q4 2024
Reduced 54.08%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
2,320
shares
|
$195,112
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,318
shares
|
$194,943
0.02% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
2,300
shares
|
$193,430
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
2,299
shares
|
$193,345
0.01% of portfolio
|
Q4 2024
Reduced 39.48%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
2,295
shares
|
$193,009
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,295
shares
|
$193,009
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
2,294
shares
|
$192,925
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,289
shares
|
$192,504
0.05% of portfolio
|
Q4 2024
New holding
|