Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,282 institutions that hold shares in the stock, with a total of 569 Million shares, which have been reported (via 13F filing form) to have a value of $47.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
388
shares
|
$32,176
0.01% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
380
shares
|
$31,513
0.01% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
376
shares
|
$31,181
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
355
shares
|
$29,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
351
shares
|
$29,108
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
344
shares
|
$28,527
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
338
shares
|
$28,030
0.0% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
336
shares
|
$27,864
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
336
shares
|
$27,864
0.0% of portfolio
|
Q4 2024
Added 265.22%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
334
shares
|
$27,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
334
shares
|
$27,698
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
328
shares
|
$27,201
0.04% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
327
shares
|
$27,118
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
325
shares
|
$26,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
322
shares
|
$26,703
0.02% of portfolio
|
Q3 2024
Reduced 43.8%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
304
shares
|
$25,210
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
300
shares
|
$24,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
300
shares
|
$24,879
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
296
shares
|
$24,547
0.0% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
293
shares
|
$24,298
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
290
shares
|
$24,049
0.01% of portfolio
|
Q4 2024
Reduced 69.98%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
290
shares
|
$24,049
0.02% of portfolio
|
Q2 2024
Added 141.67%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
271
shares
|
$22,474
0.0% of portfolio
|
Q4 2024
Added 120.33%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
261
shares
|
$21,644
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
260
shares
|
$21,561
0.0% of portfolio
|
Q2 2024
Reduced 55.02%
|