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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
4,917
shares
|
$428,270
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,910
shares
|
$427,661
0.15% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
4,906
shares
|
$427,312
0.04% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,900
shares
|
$426,790
0.01% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
4,881
shares
|
$425,135
0.05% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
4,860
shares
|
$423,306
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
4,828
shares
|
$420,518
0.1% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,813
shares
|
$419,212
0.02% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,783
shares
|
$416,599
0.36% of portfolio
|
Q2 2022
Added 7.36%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,758
shares
|
$414,421
0.07% of portfolio
|
Q4 2022
Reduced 46.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,753
shares
|
$413,986
0.01% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,750
shares
|
$413,725
0.03% of portfolio
|
Q3 2023
Added 117.89%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
4,714
shares
|
$410,589
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
4,708
shares
|
$410,066
0.14% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
4,690
shares
|
$408,499
0.25% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
4,629
shares
|
$403,185
0.01% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
4,619
shares
|
$402,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,602
shares
|
$400,834
0.36% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,600
shares
|
$400,660
0.16% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
4,600
shares
|
$400,660
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
4,592
shares
|
$399,963
0.18% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
4,580
shares
|
$398,918
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,572
shares
|
$398,221
0.0% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,529
shares
|
$394,475
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,525
shares
|
$394,127
0.06% of portfolio
|
Q4 2024
Added 2.28%
|