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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
2,295
shares
|
$195,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,295
shares
|
$195,855
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
2,294
shares
|
$195,769
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,289
shares
|
$195,343
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,286
shares
|
$195,087
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,216
shares
|
$189,113
0.0% of portfolio
|
Q2 2023
Reduced 5.86%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,205
shares
|
$188,174
0.14% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,184
shares
|
$186,382
0.16% of portfolio
|
Q2 2024
Reduced 10.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,180
shares
|
$186,041
0.01% of portfolio
|
Q3 2023
Added 100.18%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,146
shares
|
$183,139
0.07% of portfolio
|
Q2 2023
Added 4.28%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,144
shares
|
$182,968
0.01% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,144
shares
|
$182,968
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,106
shares
|
$179,726
0.02% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,092
shares
|
$178,531
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,050
shares
|
$174,947
0.03% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,026
shares
|
$172,898
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,022
shares
|
$172,557
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,015
shares
|
$171,960
0.0% of portfolio
|
Q4 2024
Reduced 75.32%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,000
shares
|
$170,680
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,998
shares
|
$170,509
0.02% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,952
shares
|
$166,583
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,882
shares
|
$160,609
0.01% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
1,877
shares
|
$160,183
0.0% of portfolio
|
Q4 2024
Reduced 86.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,873
shares
|
$159,841
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,830
shares
|
$156,172
0.02% of portfolio
|
Q4 2024
New holding
|