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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
14,759
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
14,753
shares
|
$1.28 Million
0.52% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,747
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
14,731
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,691
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,687
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
14,663
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,516
shares
|
$1.26 Million
0.22% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
14,340
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.16%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
14,079
shares
|
$1.23 Million
0.16% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,965
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2022
Added 10.26%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
13,950
shares
|
$1.22 Million
0.25% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
13,889
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,781
shares
|
$1.2 Million
0.32% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
13,772
shares
|
$1.2 Million
0.34% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
13,659
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,493
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Added 50.39%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
13,381
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
13,341
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
13,331
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,217
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
13,182
shares
|
$1.15 Million
0.45% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
13,128
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Feb 14, 2025 Q4 2024 |
12,971
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,898
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 209.9%
|