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 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.5K+ 0.69% |
$782K - $949K
|
1.54M
$144M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
643+ 3.06% |
$47.7K - $57.9K
|
21.6K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.9K- 7.89% |
$1.77M - $2.15M
|
279K
$26M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
112+ 1.11% |
$8.3K - $10.1K
|
10.2K
$951K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 2.92% |
$3.48K - $4.23K
|
1.66K
$155K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.69K+ 14.18% |
$348K - $422K
|
37.8K
$3.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 25.13% |
$7.41K - $9K
|
298
$27.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.17KNew |
$86.9K - $105K
|
1.17K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-169- 38.06% |
$12.5K - $15.2K
|
275
$25.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.3K- 83.34% |
$761K - $923K
|
2.05K
$191K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.92K- 15.44% |
$290K - $352K
|
21.5K
$2M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.28KNew |
$169K - $205K
|
2.28K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.3K- 28.52% |
$96.4K - $117K
|
3.26K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.8KNew |
$208K - $252K
|
2.8K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-152- 5.44% |
$11.3K - $13.7K
|
2.64K
$246K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.56K- 13.64% |
$116K - $141K
|
9.89K
$921K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-117- 1.21% |
$8.67K - $10.5K
|
9.56K
$890K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 125.18% |
$323K - $392K
|
7.83K
$730K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
83+ 345.83% |
$6.15K - $7.47K
|
107
$9.97K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
70+ 0.29% |
$5.19K - $6.3K
|
24.3K
$2.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.22KNew |
$313K - $380K
|
4.22K
$393K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
270+ 0.3% |
$20K - $24.3K
|
90.9K
$8.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.76K+ 2.37% |
$205K - $248K
|
119K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 4.47% |
$2.97K - $3.6K
|
934
$87K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
26+ 41.27% |
$1.93K - $2.34K
|
89
$8.29K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 13.5% |
$4.74K - $5.76K
|
538
$50.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.51KNew |
$186K - $226K
|
2.51K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
2+ 0.84% |
$148 - $180
|
240
$22.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 2.16% |
$5.56K - $6.75K
|
3.54K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-59- 0.46% |
$4.37K - $5.31K
|
12.8K
$1.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-80- 2.75% |
$5.93K - $7.2K
|
2.83K
$264K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.44K- 1.59% |
$625K - $759K
|
521K
$48.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
11.1KNew |
$820K - $995K
|
11.1K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
68New |
$5.04K - $6.12K
|
68
$6.34K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.38KNew |
$176K - $214K
|
2.38K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
615+ 4.97% |
$45.6K - $55.3K
|
13K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.67K+ 5.31% |
$123K - $150K
|
33K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
282New |
$20.9K - $25.4K
|
282
$26.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-517- 2.61% |
$38.3K - $46.5K
|
19.3K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
114+ 242.55% |
$8.45K - $10.3K
|
161
$15K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.59K- 7.58% |
$192K - $233K
|
31.5K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$297 - $360
|
4
$373
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-14.3K- 2.79% |
$1.06M - $1.29M
|
499K
$46.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17+ 0.61% |
$1.26K - $1.53K
|
2.79K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-190- 4.08% |
$14.1K - $17.1K
|
4.47K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.97K- 26.4% |
$368K - $447K
|
13.9K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.21KNew |
$312K - $379K
|
4.21K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
10+ 0.3% |
$741 - $900
|
3.33K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.63K+ 10.79% |
$121K - $147K
|
16.8K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-96- 4.65% |
$7.12K - $8.64K
|
1.97K
$184K
|