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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 8.23% |
$1.05K - $1.23K
|
145
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 11.58% |
$12.3K - $14.4K
|
1.47K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-244- 8.27% |
$19.7K - $23.1K
|
2.71K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.48K+ 5.91% |
$443K - $520K
|
98.3K
$7.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.7K+ 228.35% |
$1.19M - $1.39M
|
21.1K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
476+ 1.61% |
$38.5K - $45.1K
|
30K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.06% |
$2.42K - $2.84K
|
2.8K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.56K+ 1.57% |
$126K - $147K
|
101K
$7.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.84KNew |
$229K - $269K
|
2.84K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-55- 2.18% |
$4.44K - $5.21K
|
2.47K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
147+ 2.02% |
$11.9K - $13.9K
|
7.42K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 0.01% |
$10.4K - $12.2K
|
1.27M
$92M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$242K - $284K
|
3K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
12.4KNew |
$1M - $1.18M
|
12.4K
$898K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 13.76% |
$4.2K - $4.93K
|
430
$31.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 9.29% |
$28K - $32.9K
|
3.39K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.95K+ 3.01% |
$157K - $185K
|
66.6K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
108K+ 10.61% |
$8.75M - $10.3M
|
1.13M
$81.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 3.18% |
$122K - $143K
|
49.1K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$16.2K - $19K
|
200
$14.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$566 - $663
|
7
$506
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
5.31K+ 13.99% |
$429K - $503K
|
43.2K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
52New |
$4.2K - $4.93K
|
52
$3.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10K+ 50.0% |
$808K - $948K
|
30K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
460+ 1.79% |
$37.2K - $43.6K
|
26.2K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-96- 2.87% |
$7.76K - $9.1K
|
3.25K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
379KNew |
$30.6M - $35.9M
|
379K
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 9.8% |
$23.4K - $27.4K
|
2.66K
$192K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$431K - $506K
|
5.34K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.4K+ 77.03% |
$598K - $701K
|
17K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-269K- 16.97% |
$21.8M - $25.5M
|
1.32M
$95.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
360+ 12.24% |
$29.1K - $34.1K
|
3.3K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
115K+ 3.18% |
$9.32M - $10.9M
|
3.74M
$271M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-146- 5.22% |
$11.8K - $13.8K
|
2.65K
$192K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.71K+ 31.4% |
$300K - $352K
|
15.5K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-6K- 3.04% |
$485K - $569K
|
191K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
327New |
$26.4K - $31K
|
327
$23.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-210K- 4.93% |
$17M - $19.9M
|
4.04M
$292M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-10- 0.14% |
$808 - $948
|
7.22K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-119K- 21.94% |
$9.61M - $11.3M
|
423K
$30.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.3KNew |
$185K - $217K
|
2.3K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
9.24K+ 25.2% |
$747K - $875K
|
45.9K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.72K+ 14.42% |
$462K - $542K
|
45.4K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
974+ 13.22% |
$78.7K - $92.3K
|
8.34K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.53K+ 2.01% |
$689K - $808K
|
432K
$31.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.41K- 9.18% |
$356K - $417K
|
43.6K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-54- 6.07% |
$4.36K - $5.12K
|
836
$60.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
47.6K+ 8.46% |
$3.84M - $4.51M
|
609K
$44.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
11.3K+ 70.63% |
$913K - $1.07M
|
27.3K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
118+ 0.07% |
$9.54K - $11.2K
|
182K
$13.1M
|