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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,114
shares
|
$2.36 Million
0.02% of portfolio
|
Q4 2024
Added 79.75%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
26,954
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 86.31%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
26,652
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
26,650
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
26,199
shares
|
$2.28 Million
0.04% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
25,690
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
25,570
shares
|
$2.23 Million
0.18% of portfolio
|
Q4 2024
Added 169.87%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
25,445
shares
|
$2.22 Million
0.45% of portfolio
|
Q4 2024
Reduced 55.19%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
25,129
shares
|
$2.19 Million
0.48% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
25,107
shares
|
$2.19 Million
0.45% of portfolio
|
Q4 2024
Added 24.4%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
24,966
shares
|
$2.17 Million
0.09% of portfolio
|
Q3 2023
Added 177.92%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
24,867
shares
|
$2.17 Million
0.7% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
24,762
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
24,646
shares
|
$2.15 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
24,553
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 837.14%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
24,341
shares
|
$2.12 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Feb 13, 2025 Q4 2024 |
24,312
shares
|
$2.12 Million
0.42% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
23,984
shares
|
$2.09 Million
0.84% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
23,830
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,884
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2023
Reduced 86.0%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
22,561
shares
|
$1.97 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
22,172
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
21,799
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,776
shares
|
$1.9 Million
0.06% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,695
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 5.28%
|