Sempra Ownership | Who Owns Sempra?
Sempra Ownership Summary
Sempra is owned by 90.29% institutional investors, 0.02% insiders, and 9.69% retail investors. Blackrock is the largest institutional shareholder, holding 10.17% of SRE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Sempra shares.
SRE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Sempra | 90.29% | 0.02% | 9.69% |
Sector | Utilities Stocks | 58.57% | 6.53% | 34.90% |
Industry | Diversified Utilities Stocks List | 62.31% | 5.41% | 32.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 64.36M | 10.17% | $4.90B |
Vanguard group | 61.79M | 9.77% | $4.70B |
Capital investors | 54.09M | 8.55% | $4.11B |
Wellington management group llp | 34.20M | 5.40% | $2.60B |
State street | 31.40M | 4.96% | $2.41B |
Morgan stanley | 23.31M | 3.68% | $1.77B |
Fmr | 17.40M | 2.75% | $1.32B |
Newport trust | 13.79M | 2.18% | $1.05B |
Clearbridge investments | 13.45M | 2.13% | $1.02B |
Norges bank | 12.87M | 2.03% | $978.51M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Maple-brown abbott | 1.24M | 9.91% | $94.01M |
Teilinger capital | 230.00K | 7.62% | $17.49M |
Decade renewable partners lp | 114.66K | 4.25% | $8.72M |
Socorro asset management lp | 134.91K | 4.00% | $10.26M |
Bcwm | 143.32K | 3.92% | $10.90M |
Energy income partners | 2.12M | 3.58% | $161.01M |
Reaves w h | 1.19M | 3.05% | $90.24M |
Zimmer partners, lp | 1.90M | 2.67% | $144.88M |
Newport trust | 13.79M | 2.63% | $1.05B |
Werlinich asset management | 51.30K | 2.42% | $3.90M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 12.87M | 0.15% | 12.87M |
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 9.13M | 0.71% | 8.00M |
Wellington management group llp | 34.20M | 0.46% | 7.42M |
Mirae asset global etfs | 3.02M | 0.55% | 3.02M |
Morgan stanley | 23.31M | 0.14% | 2.79M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fmr | 17.40M | 0.08% | -2.96M |
Mirae asset global investments | 42.93K | 0.02% | -814.60K |
Balyasny asset management | 945.46K | 0.13% | -790.58K |
Qube research | - | - | -645.07K |
Legal & general group | 7.47M | 0.13% | -642.77K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 12.87M | 0.15% | 12.87M | $978.51M |
Mirae asset global etfs | 3.02M | 0.55% | 3.02M | $229.81M |
Capital research global investors | 949.74K | 0.02% | 949.74K | $72.24M |
Zurich insurance group ltd/fi | 303.13K | 0.20% | 303.13K | $23.06M |
Teilinger capital | 230.00K | 7.62% | 230.00K | $17.49M |
Sold Out
Holder | Change |
---|---|
Tfo-tdc | -2.00 |
Financial synergies wealth advisors | -8.00 |
Financial gravity asset management | -10.00 |
Jamison private wealth management | -10.00 |
Hillsdale investment management | -50.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 1,030 | -2.46% | 571,391,078 | 4.34% | 90 | 1.21% | 496 | 2.27% | 352 | -3.83% |
Mar 31, 2024 | 1,056 | -0.47% | 547,646,282 | -3.38% | 86 | 1.07% | 485 | -6.01% | 366 | 3.68% |
Dec 31, 2023 | 1,061 | 5.99% | 566,801,914 | 7.62% | 89 | 1.28% | 516 | -44.46% | 353 | 805.13% |
Sep 30, 2023 | 1,001 | -0.60% | 526,674,783 | 94.91% | 83 | 4.54% | 929 | 104.63% | 39 | -87.74% |
Jun 30, 2023 | 1,007 | 0.40% | 270,214,628 | -1.17% | 42 | 2.28% | 454 | - | 318 | -5.64% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 20.05M | 3.17% | 14.28K |
American Funds Washington Mutual A | 17.80M | 2.81% | -1.44M |
Capital Group Wash Mutual Invtrs Comp | 17.80M | 2.81% | -1.44M |
Vanguard Institutional 500 Index Trust | 16.58M | 2.62% | 30.64K |
Capital Group American Mutual Comp | 11.62M | 1.83% | -6.77K |
American Funds American Mutual A | 11.62M | 1.83% | -6.77K |
The Utilities Select Sector SPDR® ETF | 9.50M | 1.50% | 35.31K |
Vanguard Equity-Income Inv | 7.85M | 1.24% | -517.62K |
Fidelity 500 Index | 7.78M | 1.23% | -13.19K |
American Funds American Balanced A | 7.73M | 1.22% | -1.08M |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 18, 2024 | WALL PETER R | SVP, Controller and CAO | Sell | $457.93K |
May 17, 2024 | MARK RICHARD J | - | Buy | $150.09K |
Mar 08, 2024 | BIRD JUSTIN CHRISTOPHER | Executive Vice President | Sell | $443.23K |
Mar 07, 2024 | BIRD JUSTIN CHRISTOPHER | Executive Vice President | Sell | $360.59K |
Mar 07, 2024 | Sedgwick Karen L | Executive VP and CFO | Sell | $367.30K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | 1 | 1 |
2024 Q1 | - | 9 |
2023 Q4 | - | - |
SRE Ownership FAQ
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