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 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-16.5K- 67.14% |
$1.12M - $1.45M
|
8.07K
$601K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.16K+ 10.21% |
$147K - $189K
|
23.3K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
562+ 10.53% |
$38.1K - $49.3K
|
5.9K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.7K+ 8.8% |
$319K - $412K
|
58.1K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5K+ 3.04% |
$339K - $438K
|
169K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-37.8K- 37.51% |
$2.57M - $3.32M
|
63K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
271+ 2.31% |
$18.4K - $23.8K
|
12K
$892K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
74+ 2.48% |
$5.02K - $6.49K
|
3.05K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
7.21KNew |
$489K - $632K
|
7.21K
$537K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-65- 44.52% |
$4.41K - $5.7K
|
81
$6.03K
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-115K- 4.31% |
$7.78M - $10.1M
|
2.55M
$190M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
824K+ 12.36% |
$55.9M - $72.2M
|
7.49M
$558M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
35.5KNew |
$2.41M - $3.11M
|
35.5K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
2.69MNew |
$183M - $236M
|
2.69M
$201M
|
|
|
May 12, 2025
Q1 2025
|
Maple Brown Abbott LTD
|
BUY
|
- |
609K+ 85.67% |
$41.3M - $53.4M
|
1.32M
$98.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45K+ 3.54% |
$3.05M - $3.94M
|
1.32M
$98.1M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1+ 0.03% |
$67.9 - $87.7
|
3.26K
$243K
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
149K+ 8.99% |
$10.1M - $13.1M
|
1.81M
$135M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-105- 2.71% |
$7.12K - $9.21K
|
3.76K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
32.4KNew |
$2.2M - $2.84M
|
32.4K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.4K- 3.31% |
$702K - $908K
|
302K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-228K- 63.92% |
$15.5M - $20M
|
129K
$9.6M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.07K+ 1334.78% |
$208K - $269K
|
3.3K
$246K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-252- 1.64% |
$17.1K - $22.1K
|
15.1K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.6K+ 18.46% |
$1.54M - $1.98M
|
145K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-142- 16.99% |
$9.63K - $12.4K
|
694
$51.7K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-3.28K- 20.93% |
$222K - $287K
|
12.4K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-615- 1.73% |
$41.7K - $53.9K
|
34.8K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-125- 19.5% |
$8.48K - $11K
|
516
$38.4K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.96K- 6.03% |
$133K - $172K
|
30.6K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
352New |
$23.9K - $30.9K
|
352
$26.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
339+ 110.06% |
$23K - $29.7K
|
647
$48.2K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
302+ 59.22% |
$20.5K - $26.5K
|
812
$60.5K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.2K+ 6.16% |
$1.51M - $1.95M
|
382K
$28.5M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-47- 14.6% |
$3.19K - $4.12K
|
275
$20.5K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 57.12% |
$72.9K - $94.2K
|
807
$60.1K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
378+ 10.45% |
$25.6K - $33.1K
|
4K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
577K+ 43.77% |
$39.1M - $50.6M
|
1.89M
$141M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
89+ 93.68% |
$6.04K - $7.8K
|
184
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 34.72% |
$844K - $1.09M
|
23.4K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-166- 2.46% |
$11.3K - $14.6K
|
6.58K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
102+ 1.89% |
$6.92K - $8.94K
|
5.51K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.62K+ 0.9% |
$653K - $843K
|
1.08M
$80.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-209- 32.61% |
$14.2K - $18.3K
|
432
$32.2K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
92KNew |
$6.24M - $8.07M
|
92K
$6.85M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-692- 13.15% |
$47K - $60.7K
|
4.57K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 10.48% |
$1.49K - $1.93K
|
188
$14K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
649K+ 21.56% |
$44M - $56.9M
|
3.66M
$272M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.26K- 9.16% |
$85.6K - $111K
|
12.5K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.22M+ 1.94% |
$82.8M - $107M
|
64.2M
$4.79B
|