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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-138K- 0.98% |
$11.1M - $13.1M
|
14M
$1.01B
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.6K+ 36.73% |
$1.99M - $2.33M
|
91.7K
$6.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.08M+ 11.89% |
$330M - $387M
|
38.4M
$2.78B
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-727- 6.0% |
$58.7K - $68.9K
|
11.4K
$823K
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-222K- 34.06% |
$17.9M - $21M
|
429K
$31M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
5.87KNew |
$475K - $556K
|
5.87K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
325New |
$26.3K - $30.8K
|
325
$23.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.94KNew |
$318K - $373K
|
3.94K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
163K+ 24.53% |
$13.2M - $15.5M
|
829K
$59.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$21.7K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-90.9K- 14.66% |
$7.35M - $8.62M
|
529K
$38.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
311K+ 2.44% |
$25.1M - $29.5M
|
13.1M
$945M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
106+ 5.3% |
$8.57K - $10K
|
2.11K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
11.9K+ 56.77% |
$960K - $1.13M
|
32.8K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.77K- 0.81% |
$143K - $167K
|
215K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-7.22K- 3.79% |
$584K - $684K
|
183K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22+ 11.7% |
$1.78K - $2.08K
|
210
$15.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-728- 0.95% |
$58.8K - $69K
|
75.8K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
174K+ 4.01% |
$14.1M - $16.5M
|
4.51M
$326M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.68KNew |
$297K - $348K
|
3.68K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-421K- 13.65% |
$34M - $39.9M
|
2.66M
$192M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
106+ 3.02% |
$8.57K - $10K
|
3.62K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.8K- 3.51% |
$4.91M - $5.76M
|
1.67M
$121M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 6.26% |
$95.6K - $112K
|
17.7K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9K- 1.17% |
$1.36M - $1.6M
|
1.43M
$103M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
175+ 3.58% |
$14.1K - $16.6K
|
5.07K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
189+ 3.15% |
$15.3K - $17.9K
|
6.19K
$448K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
148+ 120.33% |
$12K - $14K
|
271
$19.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 3.83% |
$24.2K - $28.4K
|
7.54K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 0.86% |
$20.2K - $23.7K
|
28.9K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-93- 0.63% |
$7.52K - $8.81K
|
14.8K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.12K+ 23.01% |
$737K - $864K
|
48.7K
$3.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.67K- 0.55% |
$216K - $253K
|
488K
$35.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-247- 1.39% |
$20K - $23.4K
|
17.5K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
33.1K+ 781.43% |
$2.68M - $3.14M
|
37.3K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
15K+ 623.29% |
$1.21M - $1.42M
|
17.4K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.19KNew |
$258K - $303K
|
3.19K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-4.77K- 0.4% |
$386K - $452K
|
1.2M
$86.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.12K- 12.26% |
$90.7K - $106K
|
8.04K
$581K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
16.1K+ 169.87% |
$1.3M - $1.53M
|
25.6K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 0.64% |
$8.73K - $10.2K
|
17K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.95KNew |
$239K - $280K
|
2.95K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
19K+ 46.22% |
$1.53M - $1.8M
|
60K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.94K- 1.88% |
$238K - $279K
|
154K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.61K+ 2.58% |
$454K - $532K
|
223K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5+ 0.13% |
$404 - $474
|
3.92K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.86KNew |
$393K - $461K
|
4.86K
$351K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
655KNew |
$53M - $62.1M
|
655K
$47.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$9.7K - $11.4K
|
120
$8.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
498KNew |
$40.3M - $47.2M
|
498K
$36M
|