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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,975
shares
|
$255,879
0.02% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,966
shares
|
$255,105
0.51% of portfolio
|
Q3 2022
Added 1686.75%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
2,953
shares
|
$253,987
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,935
shares
|
$252,439
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,928
shares
|
$251,837
0.0% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,928
shares
|
$251,837
0.07% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,911
shares
|
$250,375
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,883
shares
|
$247,966
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,883
shares
|
$247,966
0.01% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
2,869
shares
|
$246,762
0.08% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
2,866
shares
|
$246,504
0.06% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,854
shares
|
$245,472
0.06% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,854
shares
|
$245,472
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,850
shares
|
$245,128
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
2,847
shares
|
$244,870
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
2,839
shares
|
$244,182
0.02% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,838
shares
|
$244,096
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,828
shares
|
$243,236
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
2,821
shares
|
$242,634
0.08% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
2,820
shares
|
$242,548
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
2,804
shares
|
$241,172
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,798
shares
|
$240,655
0.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
2,782
shares
|
$239,279
0.21% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
2,772
shares
|
$238,419
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
2,772
shares
|
$238,419
0.24% of portfolio
|
Q1 2024
New holding
|