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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
138
shares
|
$13,009
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
135
shares
|
$12,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
133
shares
|
$12,537
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
131
shares
|
$12,349
0.01% of portfolio
|
Q2 2024
Added 39.36%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
130
shares
|
$12,255
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
126
shares
|
$11,878
0.0% of portfolio
|
Q3 2023
Added 34.04%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
125
shares
|
$11,783
0.01% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
123
shares
|
$11,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
122
shares
|
$11,500
0.0% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
116
shares
|
$10,935
0.0% of portfolio
|
Q4 2023
Reduced 39.27%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
114
shares
|
$10,746
0.0% of portfolio
|
Q1 2022
Reduced 77.19%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
109
shares
|
$10,275
0.0% of portfolio
|
Q2 2024
Added 194.59%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
104
shares
|
$9,804
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
100
shares
|
$9,427
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$9,427
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
100
shares
|
$9,427
0.0% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
100
shares
|
$9,427
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
97
shares
|
$9,144
0.0% of portfolio
|
Q2 2024
Added 34.72%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
92
shares
|
$8,672
0.0% of portfolio
|
Q3 2024
Reduced 53.06%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
90
shares
|
$8,484
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
90
shares
|
$8,484
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
90
shares
|
$8,484
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
90
shares
|
$8,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
85
shares
|
$8,012
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
84
shares
|
$7,918
0.0% of portfolio
|
Q3 2024
Added 7.69%
|