Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,317 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $49.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
45,893
shares
|
$4 Million
0.95% of portfolio
|
Q4 2024
Added 25.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
45,647
shares
|
$3.98 Million
0.06% of portfolio
|
Q4 2024
Added 22.8%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
45,389
shares
|
$3.95 Million
0.02% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Decade Renewable Partners LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
45,282
shares
|
$3.94 Million
1.94% of portfolio
|
Q4 2024
Reduced 48.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
43,581
shares
|
$3.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
43,509
shares
|
$3.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
43,217
shares
|
$3.76 Million
0.0% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
42,865
shares
|
$3.73 Million
0.13% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
42,654
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
42,573
shares
|
$3.71 Million
0.31% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
41,977
shares
|
$3.66 Million
0.1% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
41,951
shares
|
$3.65 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
41,874
shares
|
$3.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
41,601
shares
|
$3.62 Million
0.47% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
41,539
shares
|
$3.62 Million
0.04% of portfolio
|
Q4 2024
Reduced 37.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
41,401
shares
|
$3.61 Million
0.07% of portfolio
|
Q4 2024
Reduced 37.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
40,877
shares
|
$3.56 Million
0.27% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
40,540
shares
|
$3.53 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
40,370
shares
|
$3.52 Million
0.69% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
39,449
shares
|
$3.44 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
39,231
shares
|
$3.42 Million
0.03% of portfolio
|
Q4 2024
Added 28.24%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
39,209
shares
|
$3.42 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
39,200
shares
|
$3.41 Million
0.14% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
39,141
shares
|
$3.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
38,678
shares
|
$3.37 Million
1.08% of portfolio
|
Q4 2024
New holding
|