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 |
|---|---|---|---|---|---|
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
Feb 07, 2025 Q4 2024 |
12,418
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,379
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 499.47%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
12,322
shares
|
$1.07 Million
0.63% of portfolio
|
Q3 2023
Added 100.03%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
12,200
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,130
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
12,040
shares
|
$1.05 Million
0.71% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
11,850
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
11,812
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
11,757
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
11,710
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,582
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
11,532
shares
|
$1 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
11,484
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 41.17%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
11,465
shares
|
$998,601
0.06% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,435
shares
|
$995,988
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
11,383
shares
|
$991,459
0.06% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
11,367
shares
|
$990,065
0.03% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,249
shares
|
$979,787
0.03% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
11,191
shares
|
$974,736
0.04% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Quaero Capital S.A.
|
Jan 30, 2025 Q4 2024 |
11,080
shares
|
$965,067
2.55% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
11,023
shares
|
$960,103
0.02% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
11,003
shares
|
$958,361
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Feb 14, 2025 Q4 2024 |
11,003
shares
|
$958,361
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
10,862
shares
|
$946,080
0.01% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
10,795
shares
|
$940,244
0.02% of portfolio
|
Q4 2024
Added 3.2%
|