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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,652
shares
|
$138,933
0.01% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,636
shares
|
$137,587
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,636
shares
|
$137,587
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,627
shares
|
$136,830
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,600
shares
|
$134,560
0.12% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,566
shares
|
$131,700
0.03% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,565
shares
|
$131,616
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,563
shares
|
$131,448
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,552
shares
|
$130,523
0.06% of portfolio
|
Q2 2024
Added 3.47%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,541
shares
|
$129,598
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,525
shares
|
$128,252
0.06% of portfolio
|
Q4 2022
Reduced 31.46%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,515
shares
|
$127,411
0.01% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
1,515
shares
|
$127,411
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,500
shares
|
$126,149
0.14% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$126,149
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,488
shares
|
$125,140
0.0% of portfolio
|
Q4 2024
Added 107.24%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Feb 10, 2025 Q4 2024 |
1,476
shares
|
$124,131
0.01% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,465
shares
|
$123,206
0.02% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,450
shares
|
$121,944
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,447
shares
|
$121,692
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,431
shares
|
$120,347
0.14% of portfolio
|
Q2 2022
Reduced 71.9%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,428
shares
|
$120,094
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
1,417
shares
|
$119,169
0.03% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
1,415
shares
|
$119,001
0.06% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,411
shares
|
$118,665
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|