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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
130
shares
|
$9,708
0.0% of portfolio
|
Q1 2025
Reduced 69.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
126
shares
|
$9,409
0.0% of portfolio
|
Q3 2023
Added 34.04%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
126
shares
|
$9,409
0.0% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
122
shares
|
$9,110
0.0% of portfolio
|
Q1 2025
Added 320.69%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
120
shares
|
$8,961
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
116
shares
|
$8,662
0.0% of portfolio
|
Q4 2023
Reduced 39.27%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
114
shares
|
$8,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
114
shares
|
$8,513
0.0% of portfolio
|
Q1 2025
Added 185.0%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
114
shares
|
$8,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
110
shares
|
$8,214
0.0% of portfolio
|
Q1 2025
Added 5400.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
109
shares
|
$8,140
0.0% of portfolio
|
Q2 2024
Added 194.59%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
101
shares
|
$7,542
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$7,468
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
100
shares
|
$7,468
0.0% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$7,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
97
shares
|
$7,243
0.0% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
95
shares
|
$7,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
95
shares
|
$7,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
91
shares
|
$6,795
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
90
shares
|
$6,721
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
90
shares
|
$6,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
90
shares
|
$6,721
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
90
shares
|
$6,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
85
shares
|
$6,347
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
84
shares
|
$6,273
0.01% of portfolio
|
Q4 2022
New holding
|