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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,764
shares
|
$502,044
0.08% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
5,719
shares
|
$498,124
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
5,712
shares
|
$497,515
0.03% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,695
shares
|
$496,034
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Presima Inc.
|
Jan 21, 2025 Q4 2024 |
5,650
shares
|
$492,114
0.13% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
5,625
shares
|
$489,937
0.01% of portfolio
|
Q4 2024
Added 98.34%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
5,600
shares
|
$487,759
0.38% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,600
shares
|
$487,759
0.02% of portfolio
|
Q4 2024
Reduced 35.16%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
5,544
shares
|
$482,882
0.07% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
5,481
shares
|
$477,395
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
5,479
shares
|
$477,220
0.03% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,453
shares
|
$474,956
0.0% of portfolio
|
Q4 2024
Reduced 37.62%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,448
shares
|
$474,520
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
5,442
shares
|
$473,998
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
5,427
shares
|
$472,691
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
5,426
shares
|
$472,604
0.0% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
5,404
shares
|
$470,688
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
5,401
shares
|
$470,427
0.18% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
5,379
shares
|
$468,510
0.03% of portfolio
|
Q3 2024
Added 398.52%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,366
shares
|
$467,378
0.03% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,347
shares
|
$465,723
0.16% of portfolio
|
Q3 2023
Added 99.96%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,336
shares
|
$464,765
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,316
shares
|
$463,023
0.03% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
5,316
shares
|
$463,023
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
5,289
shares
|
$460,671
0.25% of portfolio
|
Q4 2024
New holding
|