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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
224
shares
|
$21,116
0.02% of portfolio
|
Q3 2024
Reduced 53.72%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
224
shares
|
$21,116
0.0% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
222
shares
|
$20,927
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
222
shares
|
$20,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
214
shares
|
$20,173
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
208
shares
|
$19,608
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
205
shares
|
$19,325
0.01% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
202
shares
|
$19,042
0.0% of portfolio
|
Q3 2024
Added 260.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
201
shares
|
$18,948
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
200
shares
|
$18,854
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
199
shares
|
$18,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
198
shares
|
$18,665
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
188
shares
|
$17,722
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
182
shares
|
$17,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
182
shares
|
$17,157
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
171
shares
|
$16,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$16,025
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
168
shares
|
$15,837
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
167
shares
|
$15,743
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
161
shares
|
$15,177
0.01% of portfolio
|
Q2 2022
Added 12.59%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
158
shares
|
$14,894
0.0% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
156
shares
|
$14,706
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
150
shares
|
$14,140
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$14,140
0.01% of portfolio
|
Q2 2024
Reduced 86.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
146
shares
|
$13,763
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|