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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,034
shares
|
$97,475
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,032
shares
|
$97,286
0.02% of portfolio
|
Q2 2024
Reduced 63.67%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,010
shares
|
$95,212
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
980
shares
|
$92,384
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
974
shares
|
$91,818
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
973
shares
|
$91,724
0.03% of portfolio
|
Q3 2024
Reduced 54.85%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
972
shares
|
$91,630
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
971
shares
|
$91,536
0.01% of portfolio
|
Q3 2024
Added 53.15%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
970
shares
|
$91,441
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
966
shares
|
$91,064
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
928
shares
|
$87,482
0.04% of portfolio
|
Q1 2024
Reduced 48.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
921
shares
|
$86,822
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
905
shares
|
$85,314
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
902
shares
|
$85,031
0.04% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
894
shares
|
$84,277
0.0% of portfolio
|
Q2 2024
Added 80.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
890
shares
|
$83,900
0.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
867
shares
|
$81,732
0.01% of portfolio
|
Q2 2024
Added 10.73%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
861
shares
|
$81,166
0.01% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
854
shares
|
$80,506
0.04% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
842
shares
|
$79,375
0.0% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
842
shares
|
$79,375
0.02% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
805
shares
|
$75,887
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
805
shares
|
$75,887
0.05% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
802
shares
|
$75,604
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
800
shares
|
$75,416
0.04% of portfolio
|
Q2 2020
New holding
|