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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
38,540
shares
|
$3.36 Million
0.11% of portfolio
|
Q3 2023
Added 94.07%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
38,038
shares
|
$3.31 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
37,917
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Added 64.57%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
37,806
shares
|
$3.29 Million
0.43% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
37,346
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Added 781.43%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
37,200
shares
|
$3.24 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
37,191
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.33%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
37,114
shares
|
$3.23 Million
0.05% of portfolio
|
Q1 2022
Reduced 19.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
36,858
shares
|
$3.21 Million
0.29% of portfolio
|
Q3 2023
Added 100.57%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
36,724
shares
|
$3.2 Million
0.08% of portfolio
|
Q4 2024
Added 31.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
35,833
shares
|
$3.12 Million
0.04% of portfolio
|
Q4 2024
Added 29.71%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
35,722
shares
|
$3.11 Million
0.59% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
35,462
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
35,353
shares
|
$3.08 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
35,076
shares
|
$3.06 Million
0.07% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
35,057
shares
|
$3.05 Million
0.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
34,363
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
34,214
shares
|
$2.98 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
34,100
shares
|
$2.97 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
34,042
shares
|
$2.97 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
34,033
shares
|
$2.96 Million
0.03% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
33,833
shares
|
$2.95 Million
0.06% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,314
shares
|
$2.9 Million
2.33% of portfolio
|
Q3 2022
Added 24.67%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
32,805
shares
|
$2.86 Million
0.58% of portfolio
|
Q4 2024
Added 56.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,647
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.23%
|