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 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.85% |
$8.08K - $9.48K
|
11.9K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.18K+ 6.03% |
$95.4K - $112K
|
20.8K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-12- 0.26% |
$970 - $1.14K
|
4.6K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.11% |
$80.8 - $94.8
|
91
$6.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 3.61% |
$18.8K - $22.1K
|
6.22K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
303+ 42.98% |
$24.5K - $28.7K
|
1.01K
$72.9K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
4.58KNew |
$370K - $434K
|
4.58K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
80K+ 13.45% |
$6.46M - $7.58M
|
675K
$48.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.08% |
$323 - $379
|
4.92K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.33K+ 14.23% |
$511K - $599K
|
50.8K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
216New |
$17.5K - $20.5K
|
216
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
902+ 6.52% |
$72.9K - $85.5K
|
14.7K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
350+ 6.35% |
$28.3K - $33.2K
|
5.86K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
350+ 14.06% |
$28.3K - $33.2K
|
2.84K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.15% |
$646 - $758
|
5.25K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.1K- 3.26% |
$1.7M - $2M
|
626K
$45.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.42K+ 14.37% |
$276K - $324K
|
27.2K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-25K- 37.67% |
$2.02M - $2.37M
|
41.4K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
787+ 1.91% |
$63.6K - $74.6K
|
42K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
245+ 0.77% |
$19.8K - $23.2K
|
31.9K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
101KNew |
$8.12M - $9.53M
|
101K
$7.27M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-380- 72.24% |
$30.7K - $36K
|
146
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14K+ 16.29% |
$1.13M - $1.33M
|
99.9K
$7.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.92K- 27.75% |
$559K - $656K
|
18K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
79New |
$6.38K - $7.49K
|
79
$5.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
244+ 265.22% |
$19.7K - $23.1K
|
336
$24.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
724+ 20.57% |
$58.5K - $68.6K
|
4.24K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
247+ 3.51% |
$20K - $23.4K
|
7.28K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
11+ 0.15% |
$889 - $1.04K
|
7.55K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
9.3K+ 100.0% |
$752K - $881K
|
18.6K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-14.4K- 2.53% |
$1.17M - $1.37M
|
556K
$40.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
8.05K+ 8.24% |
$650K - $763K
|
106K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-19.4K- 54.16% |
$1.57M - $1.84M
|
16.5K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-190- 11.4% |
$15.4K - $18K
|
1.48K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-4.5K- 56.16% |
$364K - $427K
|
3.52K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
46+ 0.26% |
$3.72K - $4.36K
|
17.6K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
498New |
$40.2K - $47.2K
|
498
$36K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27+ 1.1% |
$2.18K - $2.56K
|
2.48K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
30.1K+ 64.13% |
$2.44M - $2.86M
|
77.1K
$5.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 0.03% |
$7.52K - $8.81K
|
357K
$25.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-40K- 13.48% |
$3.24M - $3.79M
|
257K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 4.52% |
$18.3K - $21.4K
|
5.22K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 0.56% |
$970 - $1.14K
|
2.14K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
202+ 7.14% |
$16.3K - $19.1K
|
3.03K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
333K+ 23.77% |
$26.9M - $31.6M
|
1.74M
$126M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
33+ 6.92% |
$2.67K - $3.13K
|
510
$36.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
587+ 0.22% |
$47.4K - $55.6K
|
266K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 11.26% |
$1.07M - $1.25M
|
131K
$9.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
26.2K+ 8.63% |
$2.11M - $2.48M
|
329K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
496+ 15.09% |
$40.1K - $47K
|
3.78K
$274K
|