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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
32,536
shares
|
$2.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
32,500
shares
|
$2.83 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
31,919
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
31,858
shares
|
$2.77 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
31,138
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
30,585
shares
|
$2.66 Million
0.04% of portfolio
|
Q4 2024
Added 51.15%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
30,461
shares
|
$2.65 Million
1.04% of portfolio
|
Q1 2024
Reduced 33.14%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
30,182
shares
|
$2.63 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
30,103
shares
|
$2.62 Million
0.06% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
30,000
shares
|
$2.61 Million
0.24% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
29,994
shares
|
$2.61 Million
0.05% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
29,955
shares
|
$2.61 Million
0.09% of portfolio
|
Q4 2024
Added 36.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,917
shares
|
$2.61 Million
0.09% of portfolio
|
Q4 2024
Added 633.44%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
29,608
shares
|
$2.58 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
29,474
shares
|
$2.57 Million
0.04% of portfolio
|
Q4 2024
Added 938.18%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
29,000
shares
|
$2.53 Million
0.58% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
28,916
shares
|
$2.52 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
28,774
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
28,318
shares
|
$2.47 Million
1.2% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
28,091
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
27,753
shares
|
$2.42 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
27,395
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
27,300
shares
|
$2.38 Million
0.26% of portfolio
|
Q4 2024
Added 70.63%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
27,220
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
27,133
shares
|
$2.36 Million
0.29% of portfolio
|
Q4 2024
Added 0.82%
|