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 |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
19,031
shares
|
$1.66 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,993
shares
|
$1.65 Million
0.35% of portfolio
|
Q4 2022
Added 4.08%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
18,990
shares
|
$1.65 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
18,987
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
18,951
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,835
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,787
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
18,772
shares
|
$1.64 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
18,600
shares
|
$1.62 Million
1.25% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
18,098
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
18,006
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 27.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
17,969
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,865
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.29%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
17,858
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
17,723
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
17,712
shares
|
$1.54 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
17,627
shares
|
$1.54 Million
0.87% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
17,542
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
17,359
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Added 623.29%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,258
shares
|
$1.5 Million
1.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
17,140
shares
|
$1.49 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
17,123
shares
|
$1.49 Million
0.26% of portfolio
|
Q4 2024
Reduced 54.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,011
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 77.03%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
16,972
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
16,936
shares
|
$1.48 Million
0.27% of portfolio
|
Q4 2024
Added 2.48%
|