Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,316 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 $48.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,868
shares
|
$332,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,851
shares
|
$331,224
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
3,850
shares
|
$331,138
0.18% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
3,812
shares
|
$327,870
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,798
shares
|
$326,665
0.07% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,784
shares
|
$325,461
0.03% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,768
shares
|
$324,085
0.09% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
3,741
shares
|
$321,763
0.28% of portfolio
|
Q4 2024
Reduced 50.07%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,729
shares
|
$320,731
0.1% of portfolio
|
Q3 2023
Added 117.05%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
3,725
shares
|
$320,387
0.03% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,713
shares
|
$319,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,706
shares
|
$318,753
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
3,702
shares
|
$318,409
0.04% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
3,676
shares
|
$316,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,658
shares
|
$314,624
0.02% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
3,638
shares
|
$312,904
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
3,618
shares
|
$311,184
0.02% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
3,613
shares
|
$310,754
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
3,609
shares
|
$310,410
0.16% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,584
shares
|
$308,259
0.0% of portfolio
|
Q4 2024
Reduced 34.98%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
3,576
shares
|
$307,571
0.01% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,570
shares
|
$307,055
0.12% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
3,540
shares
|
$304,475
0.2% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,539
shares
|
$304,389
0.01% of portfolio
|
Q4 2024
Added 38.24%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
3,524
shares
|
$303,099
0.06% of portfolio
|
Q4 2024
Added 5.76%
|