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SEMPRA ENERGY
SEMPRA ENERGY. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 619 Institutional holders with a total value of $23,163,149,529.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Pensionfund PDN 0 0 0.00%
2 PENSIONFUND SABIC 0 0 0.00%
3 PIEDMONT INVESTMENT ADVISORS INC 4 456 0.00%
4 CUTLER GROUP LLC / CA 12,300 1,000 0.00% Put
5 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 14 1,000 0.00%
6 Endurance Wealth Management, Inc. 20 2,000 0.00%
7 Parkside Financial Bank & Trust 17 2,000 0.00%
8 BALENTINE LLC 21 2,000 0.00%
9 HERNDON CAPITAL MANAGEMENT LLC 22 3,000 0.00%
10 ADIRONDACK TRUST CO 30 3,000 0.00%
11 ORRSTOWN FINANCIAL SERVICES INC 26 3,000 0.00%
12 New Harbor Financial Group, LLC 35 3,000 0.00%
13 ROPES WEALTH ADVISORS LLC 36 4,000 0.00%
14 CITIZENS FINANCIAL GROUP INC/DE 40 5,000 0.00%
15 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 50 6,000 0.00%
16 TRUST DEPARTMENT MB FINANCIAL BANK N A 58 6,000 0.00%
17 HOWE & RUSLING INC 70 8,000 0.00%
18 TORTOISE CAPITAL ADVISORS, L.L.C. 71 8,000 0.00%
19 AGF INVESTMENTS INC. 68 8,000 0.00%
20 NCM Capital Advisers, Inc. 73 8,000 0.00%
21 ASSETMARK, INC 70 8,000 0.00%
22 PROFICIO CAPITAL PARTNERS LLC 77 9,000 0.00%
23 WEALTHPLAN PARTNERS, LLC 85 9,692 0.00%
24 Smithfield Trust Co 90 10,000 0.00%
25 SUTTON WEALTH ADVISORS INC. 91 10,376 0.00%
26 Tarbox Family Office, Inc. 100 11,000 0.00%
27 BALDWIN WEALTH PARTNERS LLC/MA 100 11,000 0.00%
28 Ledyard National Bank 110 13,000 0.00%
29 DEUTSCHE BANK AG\ 116 13,000 0.00% Call
30 Cornerstone Advisors, Inc. 119 14,000 0.00%
31 MV CAPITAL MANAGEMENT, INC. 120 14,000 0.00%
32 ENTERPRISE FINANCIAL SERVICES CORP 126 14,000 0.00%
33 LBA Wealth Management, LLC 130 15,000 0.00%
34 Manchester Capital Management LLC 141 16,000 0.00%
35 Gemmer Asset Management LLC 156 18,000 0.00%
36 DUNCKER STREETT & CO INC 175 20,000 0.00%
37 THOMPSON DAVIS & CO., INC. 173 20,000 0.00%
38 Vantage Investment Advisors, LLC 183 21,000 0.00%
39 First Horizon Advisors, Inc. 191 21,000 0.00%
40 Burt Wealth Advisors 195 22,000 0.00%
41 Archford Capital Strategies, LLC 191 22,000 0.00%
42 Allworth Financial LP 197 22,000 0.00%
43 SONORA INVESTMENT MANAGEMENT, LLC 200 22,804 0.00%
44 Vigilant Capital Management, LLC 199 23,000 0.00%
45 MONETARY MANAGEMENT GROUP INC 200 23,000 0.00%
46 Sunbelt Securities, Inc. 202 23,032 0.00%
47 SYNOVUS FINANCIAL CORP 227 26,000 0.00%
48 FIRST INTERSTATE BANK 235 27,000 0.00%
49 Edge Wealth Management LLC 250 28,000 0.00% SH
50 CUTLER GROUP LLC / CA 5,500 28,000 0.00% Call
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.