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 |
|---|---|---|---|---|---|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,500
shares
|
$391,950
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
4,487
shares
|
$390,817
0.02% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
4,484
shares
|
$390,556
0.36% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,411
shares
|
$384,198
0.04% of portfolio
|
Q4 2024
Added 97.89%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,407
shares
|
$383,849
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
4,405
shares
|
$383,675
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,396
shares
|
$382,891
0.02% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
4,384
shares
|
$381,846
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
4,382
shares
|
$381,672
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
4,370
shares
|
$380,627
0.02% of portfolio
|
Q4 2024
Reduced 74.01%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,348
shares
|
$378,710
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,332
shares
|
$377,317
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,328
shares
|
$376,968
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
4,324
shares
|
$376,620
0.1% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,296
shares
|
$374,181
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
4,289
shares
|
$373,571
0.03% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
4,281
shares
|
$372,875
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
4,244
shares
|
$369,652
0.15% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,243
shares
|
$369,565
0.03% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,228
shares
|
$368,258
0.05% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,196
shares
|
$365,471
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,169
shares
|
$363,119
0.07% of portfolio
|
Q2 2023
Added 3.04%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
4,142
shares
|
$360,768
0.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
4,141
shares
|
$360,681
0.09% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
4,130
shares
|
$359,723
0.0% of portfolio
|
Q4 2024
Added 5.06%
|