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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
10,764
shares
|
$937,544
0.22% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
10,751
shares
|
$936,412
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
10,721
shares
|
$933,799
0.0% of portfolio
|
Q1 2024
Reduced 75.5%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,600
shares
|
$923,259
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
10,537
shares
|
$917,772
0.19% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,534
shares
|
$917,511
0.02% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
10,503
shares
|
$914,811
0.0% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
10,488
shares
|
$913,504
0.28% of portfolio
|
Q1 2023
Reduced 51.77%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
10,480
shares
|
$912,807
0.2% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10,452
shares
|
$910,369
0.02% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
10,404
shares
|
$906,188
0.27% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
10,357
shares
|
$902,094
0.23% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,340
shares
|
$900,613
0.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,302
shares
|
$897,304
0.04% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,257
shares
|
$893,384
0.05% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,253
shares
|
$893,036
0.01% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
10,248
shares
|
$892,600
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,238
shares
|
$891,729
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
10,173
shares
|
$886,068
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
10,136
shares
|
$882,845
0.1% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
10,100
shares
|
$879,710
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,056
shares
|
$875,877
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,052
shares
|
$875,529
0.1% of portfolio
|
Q4 2024
Added 63.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
10,008
shares
|
$871,696
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,867
shares
|
$859,415
0.01% of portfolio
|
Q4 2024
Added 94.27%
|