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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
84
shares
|
$6,273
0.0% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$5,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
78
shares
|
$5,825
0.0% of portfolio
|
Q4 2023
Reduced 18.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
78
shares
|
$5,825
0.0% of portfolio
|
Q2 2024
Added 44.44%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
76
shares
|
$5,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
76
shares
|
$5,675
0.0% of portfolio
|
Q4 2024
Reduced 68.98%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
75
shares
|
$5,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
72
shares
|
$5,376
0.0% of portfolio
|
Q1 2025
Reduced 90.35%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
72
shares
|
$5,376
0.0% of portfolio
|
Q3 2024
Reduced 44.62%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
72
shares
|
$5,376
0.0% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
70
shares
|
$5,227
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
69
shares
|
$5,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
68
shares
|
$5,078
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
64
shares
|
$4,779
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
64
shares
|
$4,779
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
62
shares
|
$4,630
0.01% of portfolio
|
Q2 2021
Reduced 7.46%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
62
shares
|
$4,630
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
61
shares
|
$4,555
0.0% of portfolio
|
Q1 2025
Reduced 54.14%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
58
shares
|
$4,331
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
52
shares
|
$3,883
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
52
shares
|
$3,883
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
52
shares
|
$3,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
51
shares
|
$3,808
0.0% of portfolio
|
Q4 2024
Reduced 79.68%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
51
shares
|
$3,808
0.0% of portfolio
|
Q4 2024
Reduced 79.68%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$3,734
0.0% of portfolio
|
Q3 2023
New holding
|