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 |
|---|---|---|---|---|---|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
388
shares
|
$36,576
0.01% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
380
shares
|
$35,822
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
378
shares
|
$35,634
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
376
shares
|
$35,445
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
355
shares
|
$33,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
342
shares
|
$32,240
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
338
shares
|
$31,863
0.0% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
336
shares
|
$31,674
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
334
shares
|
$31,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$31,486
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
328
shares
|
$30,920
0.04% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
322
shares
|
$30,354
0.02% of portfolio
|
Q3 2024
Reduced 43.8%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
308
shares
|
$29,035
0.01% of portfolio
|
Q3 2024
Reduced 38.89%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
304
shares
|
$28,658
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
290
shares
|
$27,338
0.02% of portfolio
|
Q2 2024
Added 141.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
260
shares
|
$24,510
0.0% of portfolio
|
Q2 2024
Reduced 55.02%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
255
shares
|
$24,038
0.01% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
251
shares
|
$23,661
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
251
shares
|
$23,661
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
245
shares
|
$23,096
0.0% of portfolio
|
Q3 2024
Reduced 77.27%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
241
shares
|
$22,719
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
240
shares
|
$22,624
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
240
shares
|
$22,624
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
230
shares
|
$21,682
0.01% of portfolio
|
Q3 2023
Added 74.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
227
shares
|
$21,399
0.0% of portfolio
|
Q3 2024
New holding
|