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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
84
shares
|
$7,918
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
84
shares
|
$7,918
0.0% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
78
shares
|
$7,353
0.0% of portfolio
|
Q4 2023
Reduced 18.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
78
shares
|
$7,353
0.0% of portfolio
|
Q2 2024
Added 44.44%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
76
shares
|
$7,164
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
74
shares
|
$6,975
0.0% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
72
shares
|
$6,787
0.0% of portfolio
|
Q3 2024
Reduced 44.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
70
shares
|
$6,598
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
66
shares
|
$6,221
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
64
shares
|
$6,033
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
64
shares
|
$6,033
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
62
shares
|
$5,844
0.01% of portfolio
|
Q2 2021
Reduced 7.46%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
58
shares
|
$5,467
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
54
shares
|
$5,090
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
54
shares
|
$5,090
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
52
shares
|
$4,902
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
52
shares
|
$4,902
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$4,713
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
50
shares
|
$4,713
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
50
shares
|
$4,713
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
50
shares
|
$4,713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
49
shares
|
$4,619
0.0% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
48
shares
|
$4,524
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
48
shares
|
$4,524
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
47
shares
|
$4,430
0.0% of portfolio
|
Q2 2024
Reduced 16.07%
|