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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
3,218
shares
|
$276,780
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,210
shares
|
$276,092
0.01% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,200
shares
|
$275,232
0.09% of portfolio
|
Q3 2024
Reduced 39.62%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,192
shares
|
$274,543
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,186
shares
|
$274,027
0.06% of portfolio
|
Q4 2024
Added 26.98%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,181
shares
|
$273,597
0.0% of portfolio
|
Q4 2024
Reduced 25.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
3,167
shares
|
$272,393
0.03% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,145
shares
|
$270,501
0.01% of portfolio
|
Q4 2024
Reduced 52.82%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,130
shares
|
$269,211
0.09% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,125
shares
|
$268,781
0.02% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
3,110
shares
|
$267,491
0.08% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
3,089
shares
|
$265,684
0.05% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
3,076
shares
|
$264,566
0.08% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,076
shares
|
$264,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
3,075
shares
|
$264,480
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,056
shares
|
$262,846
0.01% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,030
shares
|
$260,610
0.01% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,027
shares
|
$260,352
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
3,011
shares
|
$258,976
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$258,030
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$258,030
0.08% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$258,030
0.03% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
2,992
shares
|
$257,341
0.01% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
2,984
shares
|
$256,653
0.01% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
2,980
shares
|
$256,309
0.03% of portfolio
|
Q4 2024
Reduced 21.64%
|