Institutional Ownership Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE). We have compiled data on the 1,311 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 $47.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
39
shares
|
$3,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
36
shares
|
$3,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
35
shares
|
$2,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
32
shares
|
$2,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
32
shares
|
$2,691
0.0% of portfolio
|
Q4 2024
Added 68.42%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$2,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
29
shares
|
$2,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
27
shares
|
$2,270
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
26
shares
|
$2,186
0.0% of portfolio
|
Q3 2024
Reduced 85.56%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
26
shares
|
$2,186
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
22
shares
|
$1,850
0.0% of portfolio
|
Q3 2024
Reduced 99.86%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
20
shares
|
$1,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
18
shares
|
$1,513
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
18
shares
|
$1,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
17
shares
|
$1,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
17
shares
|
$1,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
15
shares
|
$1,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
15
shares
|
$1,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
15
shares
|
$1,261
0.0% of portfolio
|
Q4 2024
Added 36.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
14
shares
|
$1,177
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
13
shares
|
$1,093
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$1,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$841
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8
shares
|
$672
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
7
shares
|
$588
0.0% of portfolio
|
Q4 2024
New holding
|