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 |
|---|---|---|---|---|---|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
3,516
shares
|
$302,411
0.31% of portfolio
|
Q4 2024
Reduced 56.16%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,503
shares
|
$301,293
0.03% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
3,502
shares
|
$301,207
0.21% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,444
shares
|
$296,218
0.09% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,441
shares
|
$295,960
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,400
shares
|
$292,434
0.11% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
3,400
shares
|
$292,434
0.04% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
3,400
shares
|
$292,434
0.02% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,389
shares
|
$291,487
0.02% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
3,382
shares
|
$290,885
0.03% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,378
shares
|
$290,541
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
3,373
shares
|
$290,111
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,357
shares
|
$288,735
0.01% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
3,302
shares
|
$284,005
0.03% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
3,300
shares
|
$283,833
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,285
shares
|
$282,542
0.08% of portfolio
|
Q4 2024
Added 24.48%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,280
shares
|
$282,112
0.15% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
3,275
shares
|
$281,682
0.13% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
3,258
shares
|
$280,220
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,258
shares
|
$280,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,256
shares
|
$280,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
3,248
shares
|
$279,360
0.18% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,230
shares
|
$277,812
0.06% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,229
shares
|
$277,726
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,221
shares
|
$277,038
0.01% of portfolio
|
Q4 2024
Added 0.85%
|