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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-450- 12.3% |
$30.5K - $39.5K
|
3.21K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-325- 4.76% |
$22.1K - $28.5K
|
6.51K
$464K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.9K- 3.27% |
$129K - $166K
|
56.1K
$4M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
46+ 2.96% |
$3.12K - $4.03K
|
1.6K
$114K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-72- 1.44% |
$4.89K - $6.31K
|
4.91K
$351K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 8.09% |
$98K - $127K
|
16.4K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
24.8K+ 2.02% |
$1.69M - $2.18M
|
1.25M
$89.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.74% |
$1.42K - $1.84K
|
2.84K
$203K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
745+ 109.88% |
$50.5K - $65.3K
|
1.42K
$102K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-9- 0.13% |
$611 - $789
|
6.8K
$485K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
579K+ 4338.0% |
$39.3M - $50.7M
|
592K
$42.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$407 - $526
|
6
$428
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.25KNew |
$84.8K - $110K
|
1.25K
$89.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-19- 0.21% |
$1.29K - $1.67K
|
9.13K
$652K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.84K- 17.64% |
$125K - $162K
|
8.61K
$614K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5- 3.82% |
$339 - $438
|
126
$8.99K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.26K+ 5.18% |
$85.6K - $111K
|
25.6K
$1.83M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
91+ 11.8% |
$6.17K - $7.98K
|
862
$61.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
180+ 20.81% |
$12.2K - $15.8K
|
1.05K
$74.6K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.1K- 33.57% |
$482K - $622K
|
14K
$1M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-421- 41.85% |
$28.6K - $36.9K
|
585
$41.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
305+ 7.01% |
$20.7K - $26.7K
|
4.65K
$332K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-98- 4.57% |
$6.65K - $8.59K
|
2.05K
$146K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
158+ 3.27% |
$10.7K - $13.9K
|
4.99K
$356K
|
|
| Q4 2024 | |||||||
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.52KNew |
$285K - $334K
|
3.52K
$251K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
114KNew |
$9.19M - $10.8M
|
114K
$8.12M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
8.88KNew |
$717K - $841K
|
8.88K
$633K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
48.4K+ 23379.23% |
$3.91M - $4.59M
|
48.6K
$3.47M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
256New |
$20.7K - $24.3K
|
256
$18.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
13New |
$1.05K - $1.23K
|
13
$928
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 10.92% |
$1.27M - $1.49M
|
160K
$11.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.94K+ 51.85% |
$399K - $468K
|
14.5K
$1.03M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
364New |
$29.4K - $34.5K
|
364
$26K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$808 - $948
|
10
$714
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.82K- 20.93% |
$147K - $172K
|
6.86K
$489K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
100+ 1.4% |
$8.08K - $9.48K
|
7.25K
$517K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 1.47% |
$404 - $474
|
345
$24.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
347KNew |
$28.1M - $32.9M
|
347K
$24.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
465New |
$37.6K - $44.1K
|
465
$33.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
45New |
$3.64K - $4.26K
|
45
$3.21K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-925- 18.66% |
$74.7K - $87.7K
|
4.03K
$288K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.45K+ 33.4% |
$198K - $232K
|
9.8K
$699K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.86KNew |
$150K - $176K
|
1.86K
$132K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.55K- 36.04% |
$206K - $242K
|
4.52K
$323K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.03KNew |
$83.2K - $97.5K
|
1.03K
$73.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-178- 0.5% |
$14.4K - $16.9K
|
35.4K
$2.52M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-57- 2.1% |
$4.61K - $5.4K
|
2.65K
$189K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
37.2KNew |
$3.01M - $3.53M
|
37.2K
$2.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
812New |
$65.6K - $77K
|
812
$57.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.16K+ 77.85% |
$175K - $205K
|
4.94K
$352K
|
|