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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,671
shares
|
$755,244
0.07% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
8,670
shares
|
$755,157
0.04% of portfolio
|
Q4 2024
Added 26.48%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,648
shares
|
$753,240
0.12% of portfolio
|
Q1 2024
Added 255.59%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
8,593
shares
|
$748,450
0.01% of portfolio
|
Q4 2024
Added 38.96%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,572
shares
|
$746,621
0.02% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,554
shares
|
$745,053
0.01% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,443
shares
|
$735,385
0.09% of portfolio
|
Q2 2022
Reduced 0.57%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
8,409
shares
|
$732,423
0.35% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
8,403
shares
|
$731,901
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
8,391
shares
|
$730,856
0.63% of portfolio
|
Q4 2024
Added 198.19%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
8,339
shares
|
$726,326
0.03% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
8,246
shares
|
$718,226
0.04% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,211
shares
|
$715,178
0.29% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
8,194
shares
|
$713,697
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
8,080
shares
|
$703,768
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
8,049
shares
|
$701,067
0.07% of portfolio
|
Q4 2024
Reduced 57.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
8,036
shares
|
$699,935
0.02% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
7,888
shares
|
$687,044
0.33% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
7,852
shares
|
$683,909
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,818
shares
|
$680,947
0.05% of portfolio
|
Q4 2024
Added 874.81%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,698
shares
|
$670,495
0.12% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,605
shares
|
$662,395
0.01% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Feb 14, 2025 Q4 2024 |
7,582
shares
|
$660,392
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,581
shares
|
$660,305
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
7,581
shares
|
$660,305
0.02% of portfolio
|
Q4 2024
Reduced 5.05%
|