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 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-201- 3.07% |
$13.6K - $17.6K
|
6.34K
$472K
|
|
|
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
$521
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.29K- 17.51% |
$223K - $288K
|
15.5K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3K- 0.74% |
$203K - $263K
|
401K
$29.9M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-52- 68.42% |
$3.53K - $4.56K
|
24
$1.79K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.89K+ 1.09% |
$196K - $254K
|
268K
$20M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
447+ 2.1% |
$30.3K - $39.2K
|
21.7K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 15.8% |
$926K - $1.2M
|
100K
$7.45M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 30.69% |
$11.6M - $15M
|
727K
$54.1M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
200+ 0.8% |
$13.6K - $17.5K
|
25.2K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-321- 5.91% |
$21.8K - $28.1K
|
5.11K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-960- 9.28% |
$65.1K - $84.2K
|
9.38K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
22.8K+ 16.32% |
$1.55M - $2M
|
162K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.11K+ 12.87% |
$415K - $536K
|
53.6K
$3.99M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-36- 1.71% |
$2.44K - $3.16K
|
2.07K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.68K+ 8.01% |
$249K - $322K
|
49.6K
$3.69M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-423K- 85.58% |
$28.7M - $37M
|
71.2K
$5.3M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.43K- 14.11% |
$97K - $125K
|
8.71K
$649K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-324- 99.69% |
$22K - $28.4K
|
1
$74.5
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-244- 72.62% |
$16.6K - $21.4K
|
92
$6.85K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.86K+ 27.94% |
$194K - $251K
|
13.1K
$977K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-79- 0.69% |
$5.36K - $6.93K
|
11.3K
$842K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-92- 1.83% |
$6.24K - $8.07K
|
4.94K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
52.2KNew |
$3.54M - $4.58M
|
52.2K
$3.89M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.92K- 14.71% |
$266K - $344K
|
22.7K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-33.8K- 9.72% |
$2.29M - $2.96M
|
314K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
194K+ 251.87% |
$13.2M - $17M
|
271K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
17.1KNew |
$1.16M - $1.5M
|
17.1K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-710- 42.98% |
$48.2K - $62.2K
|
942
$70.2K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.9K+ 0.78% |
$265K - $342K
|
502K
$37.4M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-100- 1.57% |
$6.78K - $8.77K
|
6.26K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 0.91% |
$1.36K - $1.75K
|
2.19K
$163K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
6.2KNew |
$420K - $543K
|
6.2K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
179+ 2.17% |
$12.1K - $15.7K
|
8.43K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.58K- 36.31% |
$243K - $314K
|
6.28K
$468K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-274- 5.61% |
$18.6K - $24K
|
4.61K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-303- 1.71% |
$20.6K - $26.6K
|
17.4K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
146KNew |
$9.93M - $12.8M
|
146K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-741- 7.37% |
$50.3K - $65K
|
9.31K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-63- 0.75% |
$4.27K - $5.52K
|
8.35K
$622K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.42K+ 11.13% |
$503K - $650K
|
74K
$5.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.1K+ 34.56% |
$3.06M - $3.95M
|
176K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-40K- 55.25% |
$2.71M - $3.51M
|
32.4K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.62K- 6.01% |
$178K - $230K
|
41K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 4.83% |
$1.42M - $1.83M
|
412K
$30.7M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.87KNew |
$194K - $251K
|
2.87K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
81New |
$5.5K - $7.1K
|
81
$6.03K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-52.1K- 1.35% |
$3.54M - $4.57M
|
3.82M
$284M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.01K+ 335.8% |
$612K - $790K
|
11.7K
$871K
|