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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
438+ 3.15% |
$27.9K - $34.6K
|
14.3K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-545K- 21.12% |
$34.7M - $43M
|
2.03M
$152M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
7.1K+ 6.49% |
$453K - $560K
|
116K
$8.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
466+ 11.99% |
$29.7K - $36.8K
|
4.35K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
77+ 1.56% |
$4.91K - $6.08K
|
5K
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
177K+ 915.81% |
$11.3M - $14M
|
197K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 12.27% |
$65.8K - $81.4K
|
7.38K
$550K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 29.76% |
$1.59K - $1.97K
|
59
$4.39K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.26KNew |
$399K - $494K
|
6.26K
$466K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.36K+ 69.14% |
$86.6K - $107K
|
3.32K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 3.03% |
$9.57K - $11.8K
|
4.8K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-143- 4.35% |
$9.12K - $11.3K
|
3.14K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-424- 8.17% |
$27K - $33.5K
|
4.77K
$355K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.12K+ 3.83% |
$71.5K - $88.5K
|
30.4K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.62K+ 9.19% |
$486K - $601K
|
90.6K
$6.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.82K+ 60.78% |
$116K - $143K
|
4.8K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
398+ 7.51% |
$25.4K - $31.4K
|
5.7K
$425K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
400+ 32.0% |
$25.5K - $31.6K
|
1.65K
$123K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.5K+ 4.38% |
$986K - $1.22M
|
368K
$27.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79.9K+ 46.05% |
$5.09M - $6.3M
|
253K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
244KNew |
$15.5M - $19.2M
|
244K
$18.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.77KNew |
$176K - $218K
|
2.77K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-676- 13.29% |
$43.1K - $53.3K
|
4.41K
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-412- 7.74% |
$26.3K - $32.5K
|
4.91K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-363- 22.07% |
$23.2K - $28.6K
|
1.28K
$95.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.78KNew |
$177K - $219K
|
2.78K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
129+ 2.25% |
$8.23K - $10.2K
|
5.85K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
936+ 6.44% |
$59.7K - $73.9K
|
15.5K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
432+ 1.69% |
$27.6K - $34.1K
|
26K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-179- 99.44% |
$11.4K - $14.1K
|
1
$74.5
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
2.69KNew |
$172K - $212K
|
2.69K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
11.2K+ 6.64% |
$714K - $884K
|
180K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
387+ 3.65% |
$24.7K - $30.5K
|
11K
$818K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.12MNew |
$135M - $167M
|
2.12M
$158M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
13.9K+ 9.58% |
$889K - $1.1M
|
159K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.33% |
$2.04K - $2.53K
|
9.87K
$736K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
2.91K+ 73.92% |
$185K - $229K
|
6.84K
$509K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.67KNew |
$170K - $211K
|
2.67K
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-419- 6.05% |
$26.7K - $33.1K
|
6.51K
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
349+ 2.27% |
$22.3K - $27.5K
|
15.8K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
16+ 0.09% |
$1.02K - $1.26K
|
17.2K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-106- 14.19% |
$6.76K - $8.36K
|
641
$47.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-64.5K- 86.95% |
$4.11M - $5.09M
|
9.67K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-745- 13.84% |
$47.5K - $58.8K
|
4.64K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1K- 4.97% |
$63.8K - $78.9K
|
19.1K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47+ 0.9% |
$3K - $3.71K
|
5.28K
$393K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-19- 0.51% |
$1.21K - $1.5K
|
3.73K
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4+ 0.04% |
$255 - $316
|
9.79K
$730K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38.5K- 54.02% |
$2.46M - $3.04M
|
32.8K
$2.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-21- 2.44% |
$1.34K - $1.66K
|
841
$62.6K
|