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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
523
shares
|
$49,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
520
shares
|
$49,020
0.01% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
500
shares
|
$47,135
0.01% of portfolio
|
Q2 2021
Reduced 4.58%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
500
shares
|
$47,135
0.01% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
498
shares
|
$46,946
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
494
shares
|
$46,569
0.0% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
484
shares
|
$45,626
0.0% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
480
shares
|
$45,249
0.01% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
477
shares
|
$44,966
0.0% of portfolio
|
Q2 2024
Added 17.49%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
475
shares
|
$44,778
0.0% of portfolio
|
Q3 2024
Added 179.41%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
458
shares
|
$43,175
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
458
shares
|
$43,175
0.01% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
456
shares
|
$42,987
0.0% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
445
shares
|
$41,950
0.01% of portfolio
|
Q3 2024
Added 76.59%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
443
shares
|
$41,761
0.0% of portfolio
|
Q3 2024
Added 180.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
439
shares
|
$41,384
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
411
shares
|
$38,744
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
404
shares
|
$38,085
0.0% of portfolio
|
Q3 2024
Added 7641.58%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
402
shares
|
$37,896
0.0% of portfolio
|
Q4 2023
Reduced 40.71%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
400
shares
|
$37,708
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
400
shares
|
$37,708
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
400
shares
|
$37,708
0.01% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
398
shares
|
$37,519
0.0% of portfolio
|
Q2 2024
Reduced 29.18%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
390
shares
|
$36,765
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
388
shares
|
$36,576
0.0% of portfolio
|
Q3 2024
New holding
|