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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
194
shares
|
$14,487
0.01% of portfolio
|
Q1 2025
Added 1840.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
184
shares
|
$13,741
0.0% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
184
shares
|
$13,741
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
182
shares
|
$13,591
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
182
shares
|
$13,591
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
182
shares
|
$13,591
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
180
shares
|
$13,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
171
shares
|
$12,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
171
shares
|
$12,770
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$12,695
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
167
shares
|
$12,471
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
161
shares
|
$12,023
0.01% of portfolio
|
Q2 2022
Added 12.59%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
156
shares
|
$11,650
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
150
shares
|
$11,202
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$11,202
0.01% of portfolio
|
Q2 2024
Reduced 86.96%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
146
shares
|
$10,903
0.0% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
145
shares
|
$10,828
0.0% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
145
shares
|
$10,828
0.0% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
143
shares
|
$10,679
0.01% of portfolio
|
Q1 2025
Added 4666.67%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
142
shares
|
$10,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
140
shares
|
$10,455
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
138
shares
|
$10,305
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
131
shares
|
$9,783
0.01% of portfolio
|
Q2 2024
Added 39.36%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
131
shares
|
$9,783
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
130
shares
|
$9,708
0.0% of portfolio
|
Q4 2024
Reduced 87.44%
|