SRE

Sempra

Latest period2024 - Q4Total superinvestors160

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 160 superinvestors own shares of Sempra (SRE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Sempra (SRE), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Sempra (SRE) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Sempra (SRE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Decreased -14.36%
0.08%
$623,777
7,111 shares@ 87.73 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Decreased -11.97%
0.03%
$611,077
6,966 shares@ 87.73 avg price
Jon Beadell@A. D. Beadell Investment Counsel, Inc.
Recent Activity
Decreased -6.03%
0.49%
$594,000
6,775 shares@ 87.68 avg price
Katharine Kim@Ami Asset Management Corp
Recent Activity
Decreased -2.7%
0.04%
$580,531
6,618 shares@ 87.73 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -0.2%
0.07%
$562,902
6,372 shares@ 88.34 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -0.34%
0.17%
$558,250
6,364 shares@ 87.72 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -10.95%
0.03%
$501,056
5,712 shares@ 87.72 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Decreased -6.98%
0.24%
$459,039
5,233 shares@ 87.73 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Decreased -0.65%
0.16%
$452,986
5,164 shares@ 87.72 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Decreased -0.09%
0.02%
$448,687
5,115 shares@ 87.72 avg price