Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,304 institutions that hold shares in the stock, with a total of 530 Million shares, which have been reported (via 13F filing form) to have a value of $39.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
255
shares
|
$19,043
0.01% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
248
shares
|
$18,520
0.0% of portfolio
|
Q4 2024
Added 148.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
241
shares
|
$17,997
0.01% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
241
shares
|
$17,997
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
240
shares
|
$17,923
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
232
shares
|
$17,325
0.01% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
230
shares
|
$17,176
0.01% of portfolio
|
Q3 2023
Added 74.24%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
230
shares
|
$17,176
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
229
shares
|
$17,101
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
228
shares
|
$17,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
226
shares
|
$16,877
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
224
shares
|
$16,728
0.0% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
222
shares
|
$16,578
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
216
shares
|
$16,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
210
shares
|
$15,682
0.01% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
210
shares
|
$15,682
0.01% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
208
shares
|
$15,533
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
208
shares
|
$15,533
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
207
shares
|
$15,458
0.0% of portfolio
|
Q1 2025
Added 283.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
206
shares
|
$15,384
0.01% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
205
shares
|
$15,309
0.01% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
203
shares
|
$15,160
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
200
shares
|
$14,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
200
shares
|
$14,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
195
shares
|
$14,562
0.0% of portfolio
|
Q1 2025
Reduced 60.84%
|