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 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
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 26.75% |
$2.68K - $3.31K
|
199
$18.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
127K+ 9.73% |
$8.1M - $10M
|
1.43M
$133M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
151K+ 18.31% |
$9.66M - $11.9M
|
979K
$91.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
339+ 10.34% |
$21.6K - $26.8K
|
3.62K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150KNew |
$9.55M - $11.8M
|
150K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
8+ 0.27% |
$510 - $631
|
2.94K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.73K- 10.68% |
$110K - $136K
|
14.4K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
76+ 0.13% |
$4.85K - $6K
|
58K
$5.41M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
385+ 3.07% |
$24.6K - $30.4K
|
12.9K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.51K- 6.02% |
$96K - $119K
|
23.5K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1- 0.03% |
$63.8 - $78.9
|
3.26K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
46K+ 17.12% |
$2.93M - $3.63M
|
314K
$29.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
163KNew |
$10.4M - $12.9M
|
163K
$15.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140+ 1.29% |
$8.93K - $11K
|
11K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
665+ 0.31% |
$42.4K - $52.5K
|
214K
$19.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-50- 1.71% |
$3.19K - $3.95K
|
2.88K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-200- 6.25% |
$12.8K - $15.8K
|
3K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-774- 4.01% |
$49.4K - $61.1K
|
18.5K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
202+ 4.34% |
$12.9K - $15.9K
|
4.85K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
7.84K+ 31.42% |
$500K - $618K
|
32.8K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
25K+ 17.58% |
$1.59M - $1.97M
|
167K
$15.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.2K+ 207.01% |
$652K - $806K
|
15.2K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
292+ 2.56% |
$18.6K - $23K
|
11.7K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-56- 50.45% |
$3.57K - $4.42K
|
55
$5.12K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
515+ 4.63% |
$32.8K - $40.6K
|
11.6K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-1M- 55.59% |
$64.1M - $79.2M
|
802K
$74.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7New |
$446 - $552
|
7
$652
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
25+ 2.89% |
$1.59K - $1.97K
|
889
$82.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
16.7KNew |
$1.06M - $1.32M
|
16.7K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
14.2K+ 6.77% |
$907K - $1.12M
|
224K
$20.9M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
66+ 81.48% |
$4.21K - $5.21K
|
147
$13.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
33.5KNew |
$2.14M - $2.64M
|
33.5K
$3.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
28.6K+ 49.2% |
$1.82M - $2.26M
|
86.8K
$8.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-20- 0.66% |
$1.28K - $1.58K
|
3.01K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
3.09KNew |
$197K - $244K
|
3.09K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-31.3K- 4.75% |
$2M - $2.47M
|
627K
$58.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.85KNew |
$181K - $224K
|
2.85K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Quaero Capital S.A.
|
SELL
|
- |
-8.14K- 56.88% |
$519K - $642K
|
6.17K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
321+ 16.9% |
$20.5K - $25.3K
|
2.22K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
289+ 15.34% |
$18.4K - $22.8K
|
2.17K
$202K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
344+ 4.1% |
$21.9K - $27.1K
|
8.74K
$815K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
13+ 185.71% |
$829 - $1.03K
|
20
$1.86K
|
|
|
Aug 06, 2025
Q2 2025
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
8.76K+ 4.04% |
$558K - $691K
|
226K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
764+ 8.6% |
$48.7K - $60.3K
|
9.65K
$899K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91K+ 7.66% |
$186K - $230K
|
40.9K
$3.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-25.5K- 56.41% |
$1.63M - $2.02M
|
19.7K
$1.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-27.2K- 43.1% |
$1.73M - $2.14M
|
35.9K
$3.34M
|