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 $48.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
2,767
shares
|
$236,135
0.09% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,765
shares
|
$235,965
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,763
shares
|
$235,794
0.14% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
2,752
shares
|
$234,855
0.07% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,750
shares
|
$234,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,730
shares
|
$232,978
0.02% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
2,726
shares
|
$232,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,722
shares
|
$232,295
0.13% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
2,706
shares
|
$230,930
0.07% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,700
shares
|
$230,418
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
2,696
shares
|
$230,076
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,692
shares
|
$229,735
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
2,690
shares
|
$229,564
0.16% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,684
shares
|
$229,052
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
2,678
shares
|
$228,540
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
2,671
shares
|
$227,943
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,669
shares
|
$227,772
0.01% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
2,660
shares
|
$227,004
0.01% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
2,653
shares
|
$226,407
0.01% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
2,650
shares
|
$226,151
0.05% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
2,650
shares
|
$226,151
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,643
shares
|
$225,553
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
2,639
shares
|
$225,212
0.05% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,639
shares
|
$225,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
2,637
shares
|
$225,041
0.05% of portfolio
|
Q4 2024
Added 0.65%
|