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 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.83KNew |
$260K - $336K
|
3.83K
$302K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.07K+ 9.29% |
$72.3K - $93.4K
|
12.5K
$989K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
896+ 18.29% |
$60.8K - $78.6K
|
5.8K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-471K- 41.69% |
$31.9M - $41.3M
|
658K
$52M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.6KNew |
$1.33M - $1.71M
|
19.6K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-54- 15.98% |
$3.66K - $4.73K
|
284
$22.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-111- 3.46% |
$7.53K - $9.73K
|
3.1K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.02K+ 42.12% |
$68.9K - $89K
|
3.43K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-365K- 84.02% |
$24.8M - $32M
|
69.4K
$5.48M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
17.6K+ 106.02% |
$1.19M - $1.54M
|
34.2K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.03K+ 0.96% |
$138K - $178K
|
213K
$16.8M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-182- 5.72% |
$12.3K - $16K
|
3K
$237K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-476- 4.58% |
$32.3K - $41.7K
|
9.93K
$783K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-238- 3.22% |
$16.1K - $20.9K
|
7.16K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.18K+ 88.26% |
$148K - $191K
|
4.65K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.26K+ 11.71% |
$85.6K - $111K
|
12K
$949K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 9.76% |
$102K - $132K
|
13.9K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
35.4K+ 210.98% |
$2.4M - $3.1M
|
52.2K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-621- 11.33% |
$42.1K - $54.4K
|
4.86K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-162- 1.47% |
$11K - $14.2K
|
10.9K
$857K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
33.6K+ 0.74% |
$2.28M - $2.94M
|
4.54M
$358M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-65- 0.44% |
$4.41K - $5.7K
|
14.7K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
133+ 1.66% |
$9.02K - $11.7K
|
8.17K
$645K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 6.75% |
$1.83K - $2.37K
|
427
$33.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24.4K- 50.12% |
$1.65M - $2.14M
|
24.2K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.6K+ 107.22% |
$380K - $491K
|
10.8K
$854K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
616+ 41.4% |
$41.8K - $54K
|
2.1K
$166K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
910+ 1.94% |
$61.7K - $79.8K
|
47.9K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-94.7K- 22.38% |
$6.43M - $8.3M
|
329K
$25.9M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-33- 3.47% |
$2.24K - $2.89K
|
918
$72.4K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 6.67% |
$204 - $263
|
42
$3.31K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.41KNew |
$435K - $562K
|
6.41K
$506K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-19.2K- 70.83% |
$1.3M - $1.68M
|
7.91K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-836- 18.63% |
$56.7K - $73.3K
|
3.65K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
309+ 4.47% |
$21K - $27.1K
|
7.22K
$569K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-186- 77.18% |
$12.6K - $16.3K
|
55
$4.34K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9- 0.02% |
$611 - $789
|
46.4K
$3.66M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.73K+ 17.58% |
$185K - $240K
|
18.3K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-72- 66.06% |
$4.89K - $6.31K
|
37
$2.92K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-322- 74.88% |
$21.8K - $28.2K
|
108
$8.52K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-315K- 15.79% |
$21.4M - $27.7M
|
1.68M
$133M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-108- 82.44% |
$7.33K - $9.47K
|
23
$1.81K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-464- 9.21% |
$31.5K - $40.7K
|
4.57K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6+ 12.5% |
$407 - $526
|
54
$4.26K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
26K+ 3.36% |
$1.76M - $2.28M
|
801K
$63.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.22K- 2.93% |
$151K - $195K
|
73.6K
$5.81M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.32K+ 2.38% |
$293K - $378K
|
186K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-439- 3.62% |
$29.8K - $38.5K
|
11.7K
$923K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
77+ 427.78% |
$5.22K - $6.75K
|
95
$7.5K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.39% |
$67.9 - $87.7
|
255
$20.1K
|