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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
7,565
shares
|
$658,911
0.0% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
7,551
shares
|
$657,692
0.38% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
7,549
shares
|
$657,517
0.45% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
7,542
shares
|
$656,908
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
7,542
shares
|
$656,908
0.06% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
7,505
shares
|
$653,685
0.62% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
7,423
shares
|
$646,543
0.02% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
7,394
shares
|
$644,017
0.08% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,345
shares
|
$639,749
0.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,276
shares
|
$633,739
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
7,248
shares
|
$631,300
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
7,218
shares
|
$628,687
0.55% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
7,187
shares
|
$625,987
0.08% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
7,147
shares
|
$622,503
0.01% of portfolio
|
Q4 2024
Reduced 60.66%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,111
shares
|
$619,368
0.07% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,072
shares
|
$615,971
0.02% of portfolio
|
Q3 2024
Added 55.7%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,039
shares
|
$613,096
0.15% of portfolio
|
Q3 2022
Reduced 12.97%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
7,004
shares
|
$610,048
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
7,000
shares
|
$609,700
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
6,966
shares
|
$606,738
0.03% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,955
shares
|
$605,780
0.0% of portfolio
|
Q4 2024
Added 26.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
6,907
shares
|
$601,599
0.14% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,905
shares
|
$601,425
0.0% of portfolio
|
Q4 2024
Added 90.8%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
6,900
shares
|
$600,990
0.62% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
6,867
shares
|
$598,115
0.2% of portfolio
|
Q2 2024
New holding
|