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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
5,263
shares
|
$458,407
0.0% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,259
shares
|
$458,058
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,252
shares
|
$457,449
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
5,251
shares
|
$457,362
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
5,233
shares
|
$455,794
0.23% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,221
shares
|
$454,749
0.02% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,210
shares
|
$453,790
0.01% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
5,185
shares
|
$451,613
0.25% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
5,183
shares
|
$451,439
0.21% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,178
shares
|
$451,003
0.03% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
5,164
shares
|
$449,784
0.16% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
5,158
shares
|
$449,261
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
5,158
shares
|
$449,261
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
5,155
shares
|
$449,000
0.12% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
5,130
shares
|
$446,822
0.54% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
5,115
shares
|
$445,516
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,115
shares
|
$445,516
0.03% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,068
shares
|
$441,422
0.05% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
5,056
shares
|
$440,377
0.12% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
5,037
shares
|
$438,722
0.17% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,028
shares
|
$437,938
0.02% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,985
shares
|
$434,193
0.15% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,978
shares
|
$433,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,958
shares
|
$431,841
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,937
shares
|
$430,012
0.04% of portfolio
|
Q4 2024
Added 77.85%
|