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 |
|---|---|---|---|---|---|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
6,847
shares
|
$596,373
0.09% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
6,835
shares
|
$595,328
0.04% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,832
shares
|
$595,067
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
6,807
shares
|
$592,889
0.24% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Scp Investment, LP
|
Feb 12, 2025 Q4 2024 |
6,800
shares
|
$592,280
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
6,775
shares
|
$590,102
0.48% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
6,769
shares
|
$589,579
0.27% of portfolio
|
Q4 2022
Added 5.27%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
6,754
shares
|
$588,273
0.12% of portfolio
|
Q4 2024
Added 31.84%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
6,745
shares
|
$587,489
0.39% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,743
shares
|
$587,315
0.01% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,740
shares
|
$587,054
0.32% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,715
shares
|
$584,876
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
6,677
shares
|
$581,566
0.06% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
6,618
shares
|
$576,427
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,575
shares
|
$572,682
0.01% of portfolio
|
Q4 2024
Added 132.74%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
6,541
shares
|
$569,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
6,511
shares
|
$567,108
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
6,443
shares
|
$561,185
0.06% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
6,435
shares
|
$560,488
0.12% of portfolio
|
Q4 2024
Added 24.13%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,425
shares
|
$559,617
0.01% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,423
shares
|
$559,443
0.02% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,372
shares
|
$555,001
0.07% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,372
shares
|
$555,001
0.0% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
6,371
shares
|
$554,914
0.07% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
6,364
shares
|
$554,304
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|