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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6+ 12.5% |
$407 - $526
|
54
$4.02K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
26K+ 3.36% |
$1.76M - $2.28M
|
801K
$59.7M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.22K- 2.93% |
$151K - $195K
|
73.6K
$5.49M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.32K+ 2.38% |
$293K - $378K
|
186K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-439- 3.62% |
$29.8K - $38.5K
|
11.7K
$871K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
77+ 427.78% |
$5.22K - $6.75K
|
95
$7.08K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.39% |
$67.9 - $87.7
|
255
$19K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.72K+ 38.76% |
$388K - $501K
|
20.5K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.7KNew |
$115K - $149K
|
1.7K
$127K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-285- 64.33% |
$19.3K - $25K
|
158
$11.8K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-924- 8.13% |
$62.7K - $81K
|
10.4K
$778K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-574- 1.69% |
$38.9K - $50.3K
|
33.5K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
760+ 11.28% |
$51.6K - $66.6K
|
7.5K
$559K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 6.25% |
$1.02K - $1.32K
|
255
$19K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.7K+ 13.34% |
$522K - $675K
|
65.4K
$4.87M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
12.5K+ 21.81% |
$848K - $1.1M
|
69.8K
$5.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-334- 4.59% |
$22.7K - $29.3K
|
6.94K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-284- 4.42% |
$19.3K - $24.9K
|
6.14K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-720- 6.22% |
$48.9K - $63.1K
|
10.9K
$809K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
79.9KNew |
$5.42M - $7M
|
79.9K
$5.95M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.26% |
$679 - $877
|
3.81K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
44+ 5.37% |
$2.99K - $3.86K
|
864
$64.4K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.72K- 8.61% |
$253K - $326K
|
39.5K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-199- 42.8% |
$13.5K - $17.4K
|
266
$19.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.1K- 52.57% |
$1.09M - $1.41M
|
14.5K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
23.1K+ 0.99% |
$1.57M - $2.02M
|
2.36M
$175M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-224- 5.3% |
$15.2K - $19.6K
|
4K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-988- 24.08% |
$67K - $86.6K
|
3.12K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-816- 7.51% |
$55.4K - $71.5K
|
10K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-120K- 47.85% |
$8.11M - $10.5M
|
130K
$9.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.12K- 17.35% |
$212K - $274K
|
14.9K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72+ 1.86% |
$4.89K - $6.31K
|
3.94K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7+ 2.03% |
$475 - $614
|
352
$26.2K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 1.99% |
$40.7K - $52.6K
|
29.6K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.52K- 4.3% |
$239K - $309K
|
78.3K
$5.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3K- 34.33% |
$204K - $263K
|
5.74K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-82- 0.71% |
$5.56K - $7.19K
|
11.4K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90New |
$6.11K - $7.89K
|
90
$6.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-432- 12.77% |
$29.3K - $37.9K
|
2.95K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-722- 11.65% |
$49K - $63.3K
|
5.47K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-900- 13.04% |
$61.1K - $78.9K
|
6K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.78K- 2.24% |
$189K - $244K
|
122K
$9.07M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.05% |
$6.78K - $8.77K
|
191K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
10.2KNew |
$689K - $890K
|
10.2K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-235- 0.22% |
$15.9K - $20.6K
|
105K
$7.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.86K- 10.18% |
$194K - $251K
|
25.2K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.24K- 49.34% |
$220K - $284K
|
3.33K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35- 3.22% |
$2.37K - $3.07K
|
1.05K
$78.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.68K- 6.97% |
$385K - $498K
|
75.8K
$5.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
739+ 20.1% |
$50.1K - $64.8K
|
4.42K
$329K
|