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

Institutional Holders (2016Q3)
Portfolio Summary: 569 Institutional holders with a total value of $21,873,279,168.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 500 0 0.00% Put
2 Glassman Wealth Services 4 0 0.00%
3 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 5 0 0.00%
4 PIEDMONT INVESTMENT ADVISORS INC 4 428 0.00%
5 Endurance Wealth Management, Inc. 20 2,000 0.00%
6 CITIZENS FINANCIAL GROUP INC/DE 20 2,000 0.00%
7 HERNDON CAPITAL MANAGEMENT LLC 22 2,000 0.00%
8 BALENTINE LLC 21 2,000 0.00%
9 CUTLER GROUP LLC / CA 2,600 2,000 0.00% Call
10 Parkside Financial Bank & Trust 24 3,000 0.00%
11 ADIRONDACK TRUST CO 30 3,000 0.00%
12 New Harbor Financial Group, LLC 35 3,000 0.00%
13 TRUST DEPARTMENT MB FINANCIAL BANK N A 58 6,000 0.00%
14 AGF INVESTMENTS INC. 68 7,000 0.00%
15 PROFICIO CAPITAL PARTNERS LLC 67 7,000 0.00%
16 THOMPSON DAVIS & CO., INC. 66 7,000 0.00%
17 HOWE & RUSLING INC 70 8,000 0.00%
18 ASSETMARK, INC 70 8,000 0.00%
19 WEALTHPLAN PARTNERS, LLC 85 8,731 0.00%
20 Plante Moran Financial Advisors, LLC 83 9,000 0.00%
21 SUTTON WEALTH ADVISORS INC. 91 9,754 0.00%
22 Smithfield Trust Co 90 10,000 0.00%
23 BALDWIN WEALTH PARTNERS LLC/MA 100 11,000 0.00%
24 Tarbox Family Office, Inc. 100 11,000 0.00%
25 Ledyard National Bank 110 12,000 0.00%
26 MV CAPITAL MANAGEMENT, INC. 120 13,000 0.00%
27 LBA Wealth Management, LLC 130 14,000 0.00%
28 ENTERPRISE FINANCIAL SERVICES CORP 126 14,000 0.00%
29 Manchester Capital Management LLC 141 15,000 0.00%
30 TORTOISE CAPITAL ADVISORS, L.L.C. 152 16,000 0.00%
31 DUNCKER STREETT & CO INC 175 19,000 0.00%
32 Gemmer Asset Management LLC 176 19,000 0.00%
33 First Horizon Advisors, Inc. 191 19,000 0.00%
34 SOLARIS ASSET MANAGEMENT LLC 188 20,000 0.00%
35 Vantage Investment Advisors, LLC 183 20,000 0.00%
36 Archford Capital Strategies, LLC 191 20,000 0.00%
37 Burt Wealth Advisors 195 20,000 0.00%
38 Allworth Financial LP 197 21,000 0.00%
39 Tower Research Capital LLC (TRC) 200 21,000 0.00%
40 MONETARY MANAGEMENT GROUP INC 200 21,000 0.00%
41 Vigilant Capital Management, LLC 199 21,000 0.00%
42 SONORA INVESTMENT MANAGEMENT, LLC 200 21,438 0.00%
43 SYNOVUS FINANCIAL CORP 227 24,000 0.00%
44 FIRST INTERSTATE BANK 235 25,000 0.00%
45 Edge Wealth Management LLC 250 27,000 0.00% SH
46 CITIGROUP INC 300 32,000 0.00% Put
47 AllSquare Wealth Management LLC 300 32,000 0.00%
48 Stevens First Principles Investment Advisors 300 32,000 0.00%
49 WOODMONT INVESTMENT COUNSEL LLC 300 32,000 0.00%
50 WFG Advisors, LP 313 34,000 0.00%
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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.