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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-162- 1.47% |
$11K - $14.2K
|
10.9K
$807K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
33.6K+ 0.74% |
$2.28M - $2.94M
|
4.54M
$337M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-65- 0.44% |
$4.41K - $5.7K
|
14.7K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
133+ 1.66% |
$9.02K - $11.7K
|
8.17K
$607K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 6.75% |
$1.83K - $2.37K
|
427
$31.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24.4K- 50.12% |
$1.65M - $2.14M
|
24.2K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.6K+ 107.22% |
$380K - $491K
|
10.8K
$804K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
616+ 41.4% |
$41.8K - $54K
|
2.1K
$156K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
910+ 1.94% |
$61.7K - $79.8K
|
47.9K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-94.7K- 22.38% |
$6.43M - $8.3M
|
329K
$24.4M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-33- 3.47% |
$2.24K - $2.89K
|
918
$68.2K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 6.67% |
$204 - $263
|
42
$3.12K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.41KNew |
$435K - $562K
|
6.41K
$476K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-19.2K- 70.83% |
$1.3M - $1.68M
|
7.91K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-836- 18.63% |
$56.7K - $73.3K
|
3.65K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
309+ 4.47% |
$21K - $27.1K
|
7.22K
$536K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-186- 77.18% |
$12.6K - $16.3K
|
55
$4.08K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9- 0.02% |
$611 - $789
|
46.4K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.73K+ 17.58% |
$185K - $240K
|
18.3K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-72- 66.06% |
$4.89K - $6.31K
|
37
$2.75K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-464- 9.21% |
$31.5K - $40.7K
|
4.57K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6+ 12.5% |
$407 - $526
|
54
$4.01K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
26K+ 3.36% |
$1.76M - $2.28M
|
801K
$59.5M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.22K- 2.93% |
$151K - $195K
|
73.6K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.32K+ 2.38% |
$293K - $378K
|
186K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-439- 3.62% |
$29.8K - $38.5K
|
11.7K
$868K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
77+ 427.78% |
$5.22K - $6.75K
|
95
$7.06K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.39% |
$67.9 - $87.7
|
255
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-646- 6.16% |
$43.8K - $56.6K
|
9.84K
$731K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.72K+ 38.76% |
$388K - $501K
|
20.5K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.7KNew |
$115K - $149K
|
1.7K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-285- 64.33% |
$19.3K - $25K
|
158
$11.7K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-924- 8.13% |
$62.7K - $81K
|
10.4K
$776K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
43+ 0.88% |
$2.92K - $3.77K
|
4.95K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-574- 1.69% |
$38.9K - $50.3K
|
33.5K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
760+ 11.28% |
$51.6K - $66.6K
|
7.5K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 6.25% |
$1.02K - $1.32K
|
255
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.7K+ 13.34% |
$522K - $675K
|
65.4K
$4.86M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
12.5K+ 21.81% |
$848K - $1.1M
|
69.8K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-334- 4.59% |
$22.7K - $29.3K
|
6.94K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-284- 4.42% |
$19.3K - $24.9K
|
6.14K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-720- 6.22% |
$48.9K - $63.1K
|
10.9K
$807K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
79.9KNew |
$5.42M - $7M
|
79.9K
$5.93M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.26% |
$679 - $877
|
3.81K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
44+ 5.37% |
$2.99K - $3.86K
|
864
$64.2K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.72K- 8.61% |
$253K - $326K
|
39.5K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-199- 42.8% |
$13.5K - $17.4K
|
266
$19.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.1K- 52.57% |
$1.09M - $1.41M
|
14.5K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
23.1K+ 0.99% |
$1.57M - $2.02M
|
2.36M
$175M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-224- 5.3% |
$15.2K - $19.6K
|
4K
$297K
|