Latest Institutional Transactions on Sempra Energy (SRE)
This table provides information on the latest institutional transactions involving Sempra Energy (SRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
270+ 0.3% |
$20K - $24.3K
|
90.9K
$8.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.76K+ 2.37% |
$205K - $248K
|
119K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 4.47% |
$2.97K - $3.6K
|
934
$86.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
26+ 41.27% |
$1.93K - $2.34K
|
89
$8.21K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 13.5% |
$4.74K - $5.76K
|
538
$49.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.51KNew |
$186K - $226K
|
2.51K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
2+ 0.84% |
$148 - $180
|
240
$22.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 2.16% |
$5.56K - $6.75K
|
3.54K
$327K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-59- 0.46% |
$4.37K - $5.31K
|
12.8K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-80- 2.75% |
$5.93K - $7.2K
|
2.83K
$261K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.44K- 1.59% |
$625K - $759K
|
521K
$48M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
11.1KNew |
$820K - $995K
|
11.1K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
68New |
$5.04K - $6.12K
|
68
$6.28K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.38KNew |
$176K - $214K
|
2.38K
$220K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
615+ 4.97% |
$45.6K - $55.3K
|
13K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.67K+ 5.31% |
$123K - $150K
|
33K
$3.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
282New |
$20.9K - $25.4K
|
282
$26K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-517- 2.61% |
$38.3K - $46.5K
|
19.3K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.59K- 7.58% |
$192K - $233K
|
31.5K
$2.91M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$297 - $360
|
4
$369
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-14.3K- 2.79% |
$1.06M - $1.29M
|
499K
$46M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17+ 0.61% |
$1.26K - $1.53K
|
2.79K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-190- 4.08% |
$14.1K - $17.1K
|
4.47K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.97K- 26.4% |
$368K - $447K
|
13.9K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.21KNew |
$312K - $379K
|
4.21K
$389K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
10+ 0.3% |
$741 - $900
|
3.33K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.63K+ 10.79% |
$121K - $147K
|
16.8K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-96- 4.65% |
$7.12K - $8.64K
|
1.97K
$182K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-135- 20.49% |
$10K - $12.1K
|
524
$48.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-52.6K- 54.24% |
$3.9M - $4.74M
|
44.4K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.25KNew |
$167K - $203K
|
2.25K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.14K+ 4.04% |
$84.6K - $103K
|
29.4K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-333- 4.34% |
$24.7K - $30K
|
7.34K
$678K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.94K+ 4.16% |
$144K - $174K
|
48.6K
$4.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
181+ 0.69% |
$13.4K - $16.3K
|
26.4K
$2.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.53KNew |
$188K - $228K
|
2.53K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.37KNew |
$176K - $214K
|
2.37K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.3% |
$667 - $810
|
3.03K
$279K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
42+ 0.88% |
$3.11K - $3.78K
|
4.83K
$446K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
1+ 0.01% |
$74.1 - $90
|
8.25K
$761K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.2K- 5.5% |
$534K - $648K
|
124K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
108New |
$8.01K - $9.72K
|
108
$9.97K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-74- 0.37% |
$5.49K - $6.66K
|
19.9K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.9K- 1.99% |
$141K - $171K
|
93.3K
$8.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-87- 2.61% |
$6.45K - $7.83K
|
3.24K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
18.4K+ 32.63% |
$1.36M - $1.65M
|
74.6K
$6.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-751- 0.25% |
$55.7K - $67.6K
|
302K
$27.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.08K- 0.83% |
$79.8K - $96.9K
|
128K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-690- 9.22% |
$51.2K - $62.1K
|
6.8K
$627K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-323- 10.1% |
$23.9K - $29.1K
|
2.87K
$265K
|