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

Institutional Holders (2016Q4)
Portfolio Summary: 627 Institutional holders with a total value of $20,812,532,306.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AUA CAPITAL MANAGEMENT, LLC 0 0 0.00%
2 TREDJE AP-FONDEN 1 0 0.00%
3 CUTLER GROUP LLC / CA 400 0 0.00% Call
4 CUTLER GROUP LLC / CA 2,000 1,000 0.00% Put
5 CITIZENS FINANCIAL GROUP INC/DE 20 2,000 0.00%
6 YORKBRIDGE WEALTH PARTNERS, LLC 16 2,000 0.00%
7 SRS CAPITAL ADVISORS, INC. 22 2,000 0.00% SH
8 Endurance Wealth Management, Inc. 20 2,000 0.00%
9 CREATIVE FINANCIAL DESIGNS INC /ADV 19 2,000 0.00%
10 ADIRONDACK TRUST CO 30 3,000 0.00%
11 Parkside Financial Bank & Trust 36 4,000 0.00%
12 Carroll Financial Associates, Inc. 58 5,000 0.00%
13 TRUST DEPARTMENT MB FINANCIAL BANK N A 58 6,000 0.00%
14 HOWE & RUSLING INC 70 7,000 0.00%
15 Camarda Financial Advisors, LLC 70 7,000 0.00%
16 AGF INVESTMENTS INC. 68 7,000 0.00%
17 PROFICIO CAPITAL PARTNERS LLC 67 7,000 0.00%
18 BALENTINE LLC 71 7,000 0.00%
19 EDGE ADVISORS, LLC 88 8,000 0.00%
20 GLOBAL RETIREMENT PARTNERS, LLC 87 9,000 0.00%
21 Smithfield Trust Co 90 9,000 0.00%
22 SUTTON WEALTH ADVISORS INC. 91 9,158 0.00%
23 CITIGROUP INC 100 10,000 0.00% Put
24 AlphaMark Advisors, LLC 100 10,000 0.00%
25 Tarbox Family Office, Inc. 100 10,000 0.00%
26 BALDWIN WEALTH PARTNERS LLC/MA 100 10,000 0.00%
27 EMPIRICAL FINANCE, LLC 108 11,000 0.00%
28 MV CAPITAL MANAGEMENT, INC. 120 12,000 0.00%
29 Winfield Associates, Inc. 115 12,000 0.00%
30 LBA Wealth Management, LLC 130 13,000 0.00%
31 Burt Wealth Advisors 129 13,000 0.00%
32 Vantage Investment Advisors, LLC 133 13,000 0.00%
33 Manchester Capital Management LLC 141 14,000 0.00%
34 Gemmer Asset Management LLC 176 18,000 0.00%
35 DUNCKER STREETT & CO INC 175 18,000 0.00%
36 CWM, LLC 178 18,000 0.00%
37 First Horizon Advisors, Inc. 191 19,000 0.00%
38 Archford Capital Strategies, LLC 191 19,000 0.00%
39 Walleye Trading LLC 200 20,000 0.00% Put
40 Vigilant Capital Management, LLC 199 20,000 0.00%
41 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 200 20,000 0.00%
42 MONETARY MANAGEMENT GROUP INC 200 20,000 0.00%
43 Allworth Financial LP 197 20,000 0.00%
44 SONORA INVESTMENT MANAGEMENT, LLC 200 20,128 0.00%
45 Sunbelt Securities, Inc. 202 20,329 0.00%
46 SYNOVUS FINANCIAL CORP 227 23,000 0.00%
47 TORTOISE CAPITAL ADVISORS, L.L.C. 241 24,000 0.00%
48 FIRST INTERSTATE BANK 235 24,000 0.00%
49 ENTERPRISE FINANCIAL SERVICES CORP 234 24,000 0.00%
50 Edge Wealth Management LLC 250 25,000 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.