Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,323 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 $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
120
shares
|
$8,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
116
shares
|
$7,998
0.0% of portfolio
|
Q4 2023
Reduced 39.27%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
114
shares
|
$7,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
114
shares
|
$7,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
109
shares
|
$7,515
0.0% of portfolio
|
Q2 2024
Added 194.59%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
107
shares
|
$7,377
0.0% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
105
shares
|
$7,239
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$6,895
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
100
shares
|
$6,895
0.0% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
100
shares
|
$6,895
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$6,895
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
95
shares
|
$6,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
95
shares
|
$6,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
93
shares
|
$6,412
0.0% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
91
shares
|
$6,274
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
90
shares
|
$6,205
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
90
shares
|
$6,205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
90
shares
|
$6,205
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
90
shares
|
$6,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
85
shares
|
$5,860
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
84
shares
|
$5,791
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
84
shares
|
$5,791
0.0% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$5,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
78
shares
|
$5,378
0.0% of portfolio
|
Q4 2023
Reduced 18.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
78
shares
|
$5,378
0.0% of portfolio
|
Q2 2024
Added 44.44%
|