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
Dana Zarnich@D.b. Root & Company, Llc
Recent Activity
Increased 0.37%
0.14%
$412,986
4,708 shares@ 87.73 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 8.59%
0.01%
$406,073
4,629 shares@ 87.73 avg price
Jeremy Schletz@Edge Financial Advisors Llc
Recent Activity
Increased 0.75%
0.37%
$403,726
4,602 shares@ 87.73 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 2.29%
0.07%
$396,933
4,525 shares@ 87.72 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 4.52%
0.03%
$393,596
4,487 shares@ 87.72 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 1.5%
0.04%
$381,407
4,348 shares@ 87.73 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Increased 2.73%
0.1%
$363,249
4,141 shares@ 87.73 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 8.54%
0.11%
$343,521
3,917 shares@ 87.71 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 9.53%
0.01%
$294,491
3,357 shares@ 87.73 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 26.99%
0.06%
$279,440
3,186 shares@ 87.71 avg price