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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
16,844
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Added 47.43%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
16,837
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 85.5%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
16,781
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
16,455
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.16%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
16,332
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
16,282
shares
|
$1.42 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
16,232
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,128
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,027
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
15,938
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
15,828
shares
|
$1.38 Million
0.18% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
15,810
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,752
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
15,654
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
15,543
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 31.4%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
15,374
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
15,368
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Added 174.62%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
15,350
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
15,313
shares
|
$1.33 Million
0.81% of portfolio
|
Q4 2023
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
15,162
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
15,033
shares
|
$1.31 Million
0.82% of portfolio
|
Q2 2024
Reduced 30.04%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
14,894
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 163.89%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
14,855
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.26%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
14,828
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2024
Added 410.43%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
14,815
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|