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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-13.3K- 38.79% |
$849K - $1.05M
|
21K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
30.9KNew |
$1.97M - $2.44M
|
30.9K
$2.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.09K- 0.35% |
$69.3K - $85.7K
|
312K
$29.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-1.5K- 12.13% |
$95.8K - $119K
|
10.9K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-640K- 25.61% |
$40.8M - $50.5M
|
1.86M
$173M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
16.4K+ 7.51% |
$1.04M - $1.29M
|
234K
$21.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
624+ 19.45% |
$39.8K - $49.2K
|
3.83K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
94K+ 4.84% |
$5.99M - $7.41M
|
2.04M
$190M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 25.54% |
$788K - $975K
|
60.7K
$5.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.08K- 7.66% |
$68.6K - $84.8K
|
13K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-352K- 18.57% |
$22.4M - $27.8M
|
1.54M
$144M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
6K+ 60.0% |
$383K - $473K
|
16K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 0.33% |
$829 - $1.03K
|
3.95K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-83- 1.58% |
$5.29K - $6.55K
|
5.15K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
174+ 88.32% |
$11.1K - $13.7K
|
371
$34.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-14.6K- 62.54% |
$930K - $1.15M
|
8.73K
$814K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 1.52% |
$1.28M - $1.58M
|
1.34M
$125M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
87+ 30.63% |
$5.55K - $6.87K
|
371
$34.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
776+ 26.2% |
$49.5K - $61.2K
|
3.74K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.77KNew |
$368K - $455K
|
5.77K
$538K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
605+ 19.54% |
$38.6K - $47.7K
|
3.7K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
520+ 0.62% |
$33.2K - $41K
|
84.7K
$7.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28New |
$1.79K - $2.21K
|
28
$2.61K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4K+ 25.32% |
$153K - $189K
|
11.9K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-521- 9.57% |
$33.2K - $41.1K
|
4.92K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-270- 7.57% |
$17.2K - $21.3K
|
3.3K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.42K- 4.66% |
$90.8K - $112K
|
29.2K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 3.93% |
$1.21K - $1.5K
|
465
$43.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-66.9K- 87.74% |
$4.27M - $5.28M
|
9.34K
$871K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
163+ 86.7% |
$10.4K - $12.9K
|
351
$32.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-3.08K- 11.59% |
$196K - $243K
|
23.5K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
145+ 0.67% |
$9.25K - $11.4K
|
21.9K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.28K+ 12.66% |
$145K - $180K
|
20.3K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.84K+ 35.55% |
$245K - $303K
|
14.7K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
37.8K+ 58.82% |
$2.41M - $2.98M
|
102K
$9.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.09M+ 3.25% |
$133M - $165M
|
66.3M
$6.18B
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
101K+ 26.42% |
$6.44M - $7.97M
|
483K
$45M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-83- 1.63% |
$5.29K - $6.55K
|
5.02K
$468K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33New |
$2.1K - $2.6K
|
33
$3.07K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-818- 18.47% |
$52.2K - $64.5K
|
3.61K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
8+ 0.26% |
$510 - $631
|
3.06K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
746+ 16.32% |
$47.6K - $58.9K
|
5.32K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-3.67K- 11.57% |
$234K - $290K
|
28.1K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
186+ 3.76% |
$11.9K - $14.7K
|
5.13K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.8K- 36.22% |
$434K - $537K
|
12K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.45M+ 809.46% |
$156M - $193M
|
2.75M
$256M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
4.66K+ 8.4% |
$297K - $368K
|
60.1K
$5.6M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-37.3K- 4.06% |
$2.38M - $2.94M
|
881K
$82.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.3K+ 1.63% |
$147K - $181K
|
144K
$13.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.46K+ 5.02% |
$412K - $510K
|
135K
$12.6M
|