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 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
10.5K+ 1.88% |
$711K - $919K
|
567K
$44.7M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-22.5K- 69.23% |
$1.53M - $1.97M
|
10K
$789K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.06KNew |
$343K - $443K
|
5.06K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 80.66% |
$84.3K - $109K
|
2.78K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14KNew |
$952K - $1.23M
|
14K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.44K- 14.81% |
$301K - $389K
|
25.5K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
254+ 1.4% |
$17.2K - $22.3K
|
18.4K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
246+ 73.65% |
$16.7K - $21.6K
|
580
$45.8K
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-89.6K- 48.57% |
$6.08M - $7.85M
|
94.8K
$7.48M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 1.13% |
$882 - $1.14K
|
1.14K
$90K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54K+ 29.72% |
$104K - $135K
|
6.72K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
430+ 9.51% |
$29.2K - $37.7K
|
4.95K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.22K - $1.58K
|
8.42K
$665K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-805- 8.75% |
$54.6K - $70.6K
|
8.4K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
16K+ 4.21% |
$1.08M - $1.4M
|
395K
$31.2M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-549- 13.29% |
$37.2K - $48.1K
|
3.58K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-9.27K- 27.08% |
$629K - $812K
|
24.9K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.24K- 0.87% |
$84.3K - $109K
|
142K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.25K- 18.37% |
$84.5K - $109K
|
5.54K
$437K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-545- 0.58% |
$37K - $47.8K
|
93.8K
$7.4M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-125- 2.42% |
$8.48K - $11K
|
5.04K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-221- 4.65% |
$15K - $19.4K
|
4.53K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-105- 2.69% |
$7.12K - $9.21K
|
3.8K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
141+ 4.95% |
$9.57K - $12.4K
|
2.99K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-277K- 41.08% |
$18.8M - $24.3M
|
398K
$31.4M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-505- 13.35% |
$34.3K - $44.3K
|
3.28K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.09K+ 13.57% |
$142K - $183K
|
17.5K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.15K+ 205.96% |
$350K - $452K
|
7.66K
$604K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
317+ 6.04% |
$21.5K - $27.8K
|
5.57K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
99.5K+ 54057.61% |
$6.75M - $8.72M
|
99.7K
$7.86M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-619- 1.58% |
$42K - $54.3K
|
38.6K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
257+ 1.27% |
$17.4K - $22.5K
|
20.4K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.83K- 3.62% |
$395K - $511K
|
155K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 2.39% |
$3.39K - $4.38K
|
2.04K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
37.3KNew |
$2.53M - $3.27M
|
37.3K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.83K- 4.66% |
$192K - $248K
|
58K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-757- 10.01% |
$51.4K - $66.4K
|
6.81K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-50- 25.0% |
$3.39K - $4.38K
|
150
$11.8K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
300New |
$20.4K - $26.3K
|
300
$23.7K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-44- 1.22% |
$2.99K - $3.86K
|
3.57K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-13Closed |
$882 - $1.14K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
143+ 1.28% |
$9.7K - $12.5K
|
11.3K
$894K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-47- 0.75% |
$3.19K - $4.12K
|
6.22K
$491K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-201- 3.07% |
$13.6K - $17.6K
|
6.34K
$500K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$158K - $204K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-286- 97.61% |
$19.4K - $25.1K
|
7
$552
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.29K- 17.51% |
$223K - $288K
|
15.5K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3K- 0.74% |
$203K - $263K
|
401K
$31.6M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-52- 68.42% |
$3.53K - $4.56K
|
24
$1.89K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.89K+ 1.09% |
$196K - $254K
|
268K
$21.2M
|