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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
6,306
shares
|
$549,252
0.02% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,296
shares
|
$548,381
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,273
shares
|
$546,378
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
6,268
shares
|
$545,942
0.4% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,265
shares
|
$545,681
0.03% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
6,218
shares
|
$541,587
0.01% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
6,195
shares
|
$539,584
0.1% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,192
shares
|
$539,323
0.04% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
6,158
shares
|
$536,361
0.18% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
6,155
shares
|
$536,100
0.03% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
6,134
shares
|
$534,271
0.27% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,118
shares
|
$532,877
0.08% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
6,110
shares
|
$532,181
0.09% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,102
shares
|
$531,484
0.03% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,086
shares
|
$530,090
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
6,054
shares
|
$527,303
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,047
shares
|
$526,693
0.31% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,022
shares
|
$524,516
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,021
shares
|
$524,429
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$522,599
0.15% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,946
shares
|
$517,896
0.0% of portfolio
|
Q4 2024
Reduced 82.72%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
5,872
shares
|
$511,451
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,859
shares
|
$510,318
0.04% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,822
shares
|
$507,096
0.02% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,800
shares
|
$505,179
0.01% of portfolio
|
Q4 2024
Reduced 63.79%
|