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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,124
shares
|
$359,200
0.02% of portfolio
|
Q4 2023
Reduced 9.62%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
4,120
shares
|
$358,852
0.25% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,103
shares
|
$357,371
0.01% of portfolio
|
Q4 2024
Added 44.27%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,095
shares
|
$356,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
4,047
shares
|
$352,493
0.06% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,040
shares
|
$351,884
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,036
shares
|
$351,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,020
shares
|
$350,142
0.25% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
4,000
shares
|
$348,400
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
3,992
shares
|
$347,703
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,977
shares
|
$346,396
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,946
shares
|
$343,696
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
3,940
shares
|
$343,174
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,931
shares
|
$342,390
0.05% of portfolio
|
Q4 2024
Added 240.35%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
3,924
shares
|
$341,780
0.01% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
3,923
shares
|
$341,693
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,917
shares
|
$341,170
0.1% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,914
shares
|
$340,909
0.17% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
3,907
shares
|
$340,299
0.23% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,900
shares
|
$339,690
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
3,895
shares
|
$339,254
0.02% of portfolio
|
Q4 2024
Reduced 43.35%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
3,887
shares
|
$338,557
0.04% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
3,880
shares
|
$337,948
0.03% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,876
shares
|
$337,599
0.01% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
3,869
shares
|
$336,989
0.08% of portfolio
|
Q4 2024
Added 0.29%
|