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
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-162- 2.26% |
$10.3K - $12.8K
|
6.99K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.75KNew |
$175K - $217K
|
2.75K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
526K+ 3.89% |
$33.5M - $41.5M
|
14M
$1.31B
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-7.21K- 8.73% |
$460K - $569K
|
75.3K
$7.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.17K+ 7.79% |
$457K - $566K
|
99.2K
$9.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
984+ 9.1% |
$62.8K - $77.6K
|
11.8K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
23.1KNew |
$1.48M - $1.83M
|
23.1K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
17New |
$1.08K - $1.34K
|
17
$1.58K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 1.77% |
$893 - $1.1K
|
803
$74.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
1.79K+ 8.93% |
$114K - $141K
|
21.8K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
483+ 6.0% |
$30.8K - $38.1K
|
8.54K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
157K+ 9.35% |
$10M - $12.4M
|
1.83M
$171M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.77KNew |
$177K - $219K
|
2.77K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.82KNew |
$180K - $223K
|
2.82K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.38K- 9.06% |
$88.1K - $109K
|
13.9K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
91.2K+ 357.47% |
$5.82M - $7.2M
|
117K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.28K- 3.33% |
$81.3K - $101K
|
37K
$3.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.9K+ 29.88% |
$1.91M - $2.36M
|
130K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12- 0.2% |
$765 - $947
|
5.89K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
47.4K+ 3.92% |
$3.02M - $3.74M
|
1.26M
$117M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
64.8K+ 6.0% |
$4.13M - $5.12M
|
1.15M
$107M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
12.4K+ 3.13% |
$788K - $975K
|
407K
$37.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 2.23% |
$105K - $131K
|
72.4K
$6.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.7K+ 11.25% |
$1.26M - $1.56M
|
195K
$18.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9K+ 4.74% |
$952K - $1.18M
|
330K
$30.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.3K+ 34.35% |
$1.87M - $2.32M
|
115K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
209+ 3.82% |
$13.3K - $16.5K
|
5.68K
$529K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
58+ 16.48% |
$3.7K - $4.58K
|
410
$38.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.3K- 20.23% |
$210K - $260K
|
13K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 0.59% |
$17.5K - $21.6K
|
46.1K
$4.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23New |
$1.47K - $1.81K
|
23
$2.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100New |
$6.38K - $7.89K
|
100
$9.32K
|