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 |
|---|---|---|---|---|---|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
9,846
shares
|
$857,586
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
9,769
shares
|
$850,879
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
9,732
shares
|
$847,657
0.05% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,691
shares
|
$844,086
0.08% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,685
shares
|
$843,563
0.31% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,646
shares
|
$840,166
0.02% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
9,600
shares
|
$836,160
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
9,520
shares
|
$829,192
0.06% of portfolio
|
Q3 2024
Added 20.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,479
shares
|
$825,620
0.02% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
9,475
shares
|
$825,272
0.09% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
9,463
shares
|
$824,227
0.01% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
9,366
shares
|
$815,778
0.12% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,350
shares
|
$814,385
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,306
shares
|
$810,552
0.2% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
9,204
shares
|
$801,668
0.01% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
9,150
shares
|
$796,965
0.6% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
9,095
shares
|
$792,174
0.11% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
9,061
shares
|
$789,213
0.01% of portfolio
|
Q4 2024
Reduced 92.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
9,019
shares
|
$785,554
0.11% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
9,000
shares
|
$783,900
0.11% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
8,992
shares
|
$783,203
0.36% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Feb 13, 2025 Q4 2024 |
8,914
shares
|
$776,409
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
8,845
shares
|
$770,399
0.38% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
8,800
shares
|
$766,480
0.13% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
8,745
shares
|
$761,689
0.03% of portfolio
|
Q4 2024
Reduced 24.35%
|