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 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-15.9K- 2.55% |
$1.01M - $1.25M
|
605K
$56.4M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
10.7K+ 5.6% |
$682K - $844K
|
202K
$18.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-340- 5.54% |
$21.7K - $26.8K
|
5.8K
$540K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
24.5KNew |
$1.56M - $1.93M
|
24.5K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-93- 64.14% |
$5.93K - $7.34K
|
52
$4.84K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-45- 1.33% |
$2.87K - $3.55K
|
3.34K
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
127+ 51.21% |
$8.1K - $10K
|
375
$34.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-75.7K- 8.45% |
$4.83M - $5.97M
|
820K
$76.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
350+ 6.04% |
$22.3K - $27.6K
|
6.15K
$573K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.87KNew |
$183K - $226K
|
2.87K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-175- 1.87% |
$11.2K - $13.8K
|
9.21K
$858K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
28.4K+ 352.37% |
$1.81M - $2.24M
|
36.5K
$3.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.5K- 8.73% |
$351K - $434K
|
57.5K
$5.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-83.4K- 15.22% |
$5.32M - $6.58M
|
465K
$43.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
203+ 5.3% |
$12.9K - $16K
|
4.04K
$376K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
534+ 8.33% |
$34.1K - $42.1K
|
6.94K
$647K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
299+ 245.08% |
$19.1K - $23.6K
|
421
$39.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
82+ 1.36% |
$5.23K - $6.47K
|
6.13K
$571K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-381- 4.28% |
$24.3K - $30.1K
|
8.52K
$794K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
352+ 6.27% |
$22.5K - $27.8K
|
5.96K
$556K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-5- 0.13% |
$319 - $395
|
3.88K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
59.2K+ 40.38% |
$3.78M - $4.67M
|
206K
$19.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-26- 0.35% |
$1.66K - $2.05K
|
7.47K
$696K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.56K+ 23.28% |
$99.8K - $123K
|
8.28K
$772K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.78K- 1.37% |
$114K - $141K
|
128K
$11.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.18K+ 12.36% |
$458K - $566K
|
65.2K
$6.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-10- 0.03% |
$638 - $789
|
34.2K
$3.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
3.83K+ 2.82% |
$244K - $302K
|
140K
$13M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
251+ 5.6% |
$16K - $19.8K
|
4.74K
$441K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-125K- 32.0% |
$7.99M - $9.89M
|
266K
$24.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
30K+ 7.29% |
$1.91M - $2.37M
|
442K
$41.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.44K- 6.92% |
$155K - $192K
|
32.8K
$3.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-82- 0.2% |
$5.23K - $6.47K
|
40.9K
$3.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1K+ 0.8% |
$64K - $79.2K
|
126K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
51+ 0.61% |
$3.25K - $4.02K
|
8.47K
$789K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.22K+ 35.79% |
$77.8K - $96.3K
|
4.63K
$431K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.14KNew |
$200K - $248K
|
3.14K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-7.17K- 10.0% |
$457K - $566K
|
64.5K
$6.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
784+ 87.7% |
$50K - $61.9K
|
1.68K
$156K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-27- 6.32% |
$1.72K - $2.13K
|
400
$37.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
214+ 3566.67% |
$13.6K - $16.9K
|
220
$20.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
782+ 9.33% |
$49.9K - $61.7K
|
9.16K
$853K
|
|
|
Aug 01, 2025
Q2 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
21K+ 54.4% |
$1.34M - $1.66M
|
59.6K
$5.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-7.76K- 6.36% |
$495K - $612K
|
114K
$10.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-920- 20.71% |
$58.7K - $72.6K
|
3.52K
$328K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-46.7K- 89.45% |
$2.98M - $3.68M
|
5.5K
$513K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-231- 3.26% |
$14.7K - $18.2K
|
6.86K
$639K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-369- 25.61% |
$23.5K - $29.1K
|
1.07K
$99.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
399+ 11.14% |
$25.4K - $31.5K
|
3.98K
$371K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.93K+ 4.19% |
$251K - $310K
|
97.8K
$9.11M
|