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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-148- 1.96% |
$12K - $14K
|
7.39K
$613K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
17+ 0.65% |
$1.37K - $1.61K
|
2.64K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91K+ 7.31% |
$155K - $181K
|
28.1K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.01K+ 3.84% |
$163K - $191K
|
54.5K
$4.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-599- 1.36% |
$48.4K - $56.8K
|
43.5K
$3.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
66.7K+ 18.16% |
$5.39M - $6.33M
|
434K
$36M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
3.4K+ 25.76% |
$275K - $322K
|
16.6K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 0.77% |
$3.31K - $3.89K
|
5.37K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-2- 0.06% |
$162 - $190
|
3.08K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.1KNew |
$816K - $957K
|
10.1K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-8.74K- 5.98% |
$706K - $828K
|
137K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.05K- 6.05% |
$84.9K - $99.6K
|
16.3K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.77KNew |
$223K - $262K
|
2.77K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 3.77% |
$7.84K - $9.19K
|
2.67K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
249+ 4.03% |
$20.1K - $23.6K
|
6.42K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.27K- 23.06% |
$102K - $120K
|
4.23K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.6MNew |
$130M - $152M
|
1.6M
$133M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
906+ 497.8% |
$73.2K - $85.9K
|
1.09K
$90.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 10.11% |
$1.56M - $1.83M
|
171K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
351New |
$28.4K - $33.3K
|
351
$29.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.96K+ 5.11% |
$320K - $375K
|
81.5K
$6.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.62K+ 2.43% |
$212K - $249K
|
110K
$9.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
26.8K+ 2.57% |
$2.17M - $2.54M
|
1.07M
$88.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.11K- 2.58% |
$89.8K - $105K
|
41.9K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.21K+ 29.71% |
$663K - $778K
|
35.8K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 1.31% |
$8.65K - $10.1K
|
8.25K
$684K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 23.81% |
$3.23K - $3.79K
|
208
$17.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-1.7K- 0.44% |
$138K - $161K
|
384K
$31.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-10.7K- 57.06% |
$864K - $1.01M
|
8.05K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.42K- 82.08% |
$196K - $230K
|
529
$43.9K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
17.4K+ 2.3% |
$1.41M - $1.65M
|
775K
$64.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
28+ 0.45% |
$2.26K - $2.65K
|
6.27K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$485 - $569
|
4.3K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.29K- 37.62% |
$266K - $312K
|
5.45K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.83KNew |
$229K - $268K
|
2.83K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-11K- 60.66% |
$891K - $1.04M
|
7.15K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-143- 5.54% |
$11.6K - $13.6K
|
2.44K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.29KNew |
$185K - $217K
|
2.29K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 0.56% |
$2.75K - $3.22K
|
6.16K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.3K- 3.38% |
$832K - $976K
|
295K
$24.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
73.7K+ 11.05% |
$5.95M - $6.98M
|
741K
$61.4M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-65- 0.49% |
$5.25K - $6.16K
|
13.1K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20.2KNew |
$1.63M - $1.91M
|
20.2K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 44.27% |
$102K - $119K
|
4.1K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.15K- 75.32% |
$497K - $583K
|
2.02K
$167K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-21.5K- 3.7% |
$1.73M - $2.03M
|
558K
$46.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.07K- 2.08% |
$571K - $670K
|
332K
$27.6M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.58% |
$64.6K - $75.8K
|
30.2K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Quaero Capital S.A.
|
BUY
|
- |
950+ 9.38% |
$76.8K - $90K
|
11.1K
$919K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.7K- 0.86% |
$862K - $1.01M
|
1.23M
$102M
|