Security Name: SEMPRA
Ticker: SRE
Security Type: EQU
Exchange: US
CUSIP: 816851109

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $43.48B - 1,016 -
2024-09-30 $46.83B +7.7% 1,083 +6.6%
2024-12-31 $50.86B +8.6% 920 -15.1%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
SOCORRO ASSET MANAGEMENT LP $11.9M 135K 4.7%
ENERGY INCOME PARTNERS, LLC $186.8M 2,129K 3.8%
BCWM, LLC $10.6M 121K 3.8%
REAVES W H & CO INC $115.6M 1,317K 3.1%
ZIMMER PARTNERS, LP $167.1M 1,904K 2.9%
NEWPORT TRUST COMPANY, LLC $1165.8M 13,290K 2.8%
MAGELLAN ASSET MANAGEMENT LTD $233.3M 2,660K 2.6%
BLUE CAPITAL, INC. $3.6M 40K 2.5%
RNC CAPITAL MANAGEMENT LLC $45.4M 517K 2.4%
CCG WEALTH MANAGEMENT, LLC $4.2M 47K 2.3%
KAYNE ANDERSON CAPITAL ADVISORS LP $99.0M 1,129K 2.3%
MEKETA INVESTMENT GROUP INC /ADV $1.0M 11K 2.2%
MEKETA CAPITAL, LLC $1.0M 11K 2.2%
GREYSTONE FINANCIAL GROUP, LLC $12.1M 137K 2.1%
DUFF & PHELPS INVESTMENT MANAGEMENT CO $168.9M 1,925K 2.0%
DECADE RENEWABLE PARTNERS LP $4.0M 45K 1.9%
BAHL & GAYNOR INC $354.8M 4,044K 1.9%
CAMBIAR INVESTORS LLC $46.8M 533K 1.9%
UNIGESTION HOLDING SA $29.2M 332K 1.7%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $33.2M 378K 1.7%
DAVIDSON INVESTMENT ADVISORS $33.7M 384K 1.6%
GW HENSSLER & ASSOCIATES LTD $27.2M 325K 1.6%
FINANCIAL ADVISORY PARTNERS, LLC $4.3M 48K 1.4%
ASSET PLANNING,INC $1.8M 20K 1.4%
ENHANCING CAPITAL LLC $1.6M 18K 1.3%

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