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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
150New |
$10.2K - $13.2K
|
150
$11.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.45KNew |
$98.2K - $127K
|
1.45K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
20.7K+ 80.98% |
$1.4M - $1.82M
|
46.3K
$3.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-106- 51.46% |
$7.19K - $9.29K
|
100
$7.45K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
18+ 0.62% |
$1.22K - $1.58K
|
2.93K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$407 - $526
|
6
$447
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 4.82% |
$10.2K - $13.2K
|
2.96K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
64+ 4.37% |
$4.34K - $5.61K
|
1.53K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.8K+ 4.54% |
$4.4M - $5.68M
|
1.49M
$111M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.61K- 96.75% |
$109K - $141K
|
54
$4.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-297K- 90.08% |
$20.1M - $26M
|
32.7K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.22K- 23.73% |
$83K - $107K
|
3.93K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2+ 0.04% |
$136 - $175
|
4.72K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.67K- 56.99% |
$656K - $848K
|
7.3K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.16K+ 59.72% |
$282K - $365K
|
11.1K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
49.3K+ 12.83% |
$3.34M - $4.32M
|
433K
$32.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-888- 2.27% |
$60.3K - $77.9K
|
38.3K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-44- 0.42% |
$2.99K - $3.86K
|
10.5K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-283- 86.54% |
$19.2K - $24.8K
|
44
$3.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-10.1K- 22.36% |
$689K - $890K
|
35.2K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.44KNew |
$97.8K - $126K
|
1.44K
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-920- 5.37% |
$62.4K - $80.7K
|
16.2K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
218+ 7.88% |
$14.8K - $19.1K
|
2.98K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-64- 1.83% |
$4.34K - $5.61K
|
3.44K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$1.9K - $2.45K
|
28
$2.09K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 74.97% |
$136K - $175K
|
4.67K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
84.6K+ 226.65% |
$5.74M - $7.42M
|
122K
$9.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.47K- 2.71% |
$99.7K - $129K
|
52.9K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
236KNew |
$16M - $20.7M
|
236K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-18- 0.43% |
$1.22K - $1.58K
|
4.12K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.8K- 11.46% |
$326K - $421K
|
37.1K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
73.9K+ 4.61% |
$5.02M - $6.48M
|
1.68M
$125M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
380+ 13.44% |
$25.8K - $33.3K
|
3.21K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 7.23% |
$107K - $138K
|
20.2K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
118New |
$8.01K - $10.3K
|
118
$8.79K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16- 0.22% |
$1.09K - $1.4K
|
7.41K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
25+ 0.76% |
$1.7K - $2.19K
|
3.3K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-7.84K- 48.01% |
$532K - $687K
|
8.49K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-7- 0.18% |
$475 - $614
|
3.84K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
764+ 7.6% |
$51.8K - $67K
|
10.8K
$806K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
317+ 4.64% |
$21.5K - $27.8K
|
7.15K
$533K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-20.1K- 1.37% |
$1.36M - $1.76M
|
1.44M
$108M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-5.73K- 9.37% |
$389K - $503K
|
55.5K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.27% |
$339 - $438
|
1.84K
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-15.4K- 2.76% |
$1.05M - $1.35M
|
543K
$40.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
967+ 0.78% |
$65.6K - $84.8K
|
125K
$9.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149- 2.45% |
$10.1K - $13.1K
|
5.94K
$442K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
24+ 1.32% |
$1.63K - $2.1K
|
1.84K
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 3.81% |
$271 - $351
|
101
$7.52K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
11+ 0.28% |
$746 - $964
|
4K
$298K
|