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 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1KNew |
$63.8K - $78.9K
|
1K
$93.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-851- 0.05% |
$54.3K - $67.2K
|
1.68M
$157M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
130+ 1.56% |
$8.29K - $10.3K
|
8.48K
$790K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
194New |
$12.4K - $15.3K
|
194
$18.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.11K- 9.7% |
$262K - $324K
|
38.2K
$3.56M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
20+ 7.84% |
$1.28K - $1.58K
|
275
$25.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-670- 16.73% |
$42.7K - $52.9K
|
3.33K
$311K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
760+ 72.17% |
$48.5K - $60K
|
1.81K
$169K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-10- 0.26% |
$638 - $789
|
3.8K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.74KNew |
$175K - $216K
|
2.74K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
923+ 3.46% |
$58.9K - $72.8K
|
27.6K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-46.3K- 93.45% |
$2.95M - $3.66M
|
3.25K
$303K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
17.1K+ 37.01% |
$1.09M - $1.35M
|
63.4K
$5.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.04K- 65.15% |
$194K - $240K
|
1.62K
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.54K+ 3.08% |
$417K - $516K
|
219K
$20.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-797- 2.23% |
$50.8K - $62.9K
|
35K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
506+ 44.31% |
$32.3K - $39.9K
|
1.65K
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.92KNew |
$186K - $230K
|
2.92K
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.17K+ 1.0% |
$138K - $171K
|
219K
$20.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.62K+ 31.42% |
$486K - $601K
|
31.9K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 1.43% |
$1.37M - $1.69M
|
1.52M
$141M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4New |
$255 - $316
|
4
$373
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.78K- 17.68% |
$368K - $456K
|
26.9K
$2.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.6KNew |
$357K - $442K
|
5.6K
$522K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
515+ 4.93% |
$32.8K - $40.6K
|
11K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.9KNew |
$185K - $229K
|
2.9K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-23.1K- 0.98% |
$1.47M - $1.82M
|
2.33M
$217M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10New |
$638 - $789
|
10
$932
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-697- 1.93% |
$44.5K - $55K
|
35.4K
$3.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-28- 0.19% |
$1.79K - $2.21K
|
14.7K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 0.16% |
$829 - $1.03K
|
8.18K
$762K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
652+ 30.99% |
$41.6K - $51.4K
|
2.76K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
70New |
$4.46K - $5.52K
|
70
$6.52K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
78+ 1.72% |
$4.97K - $6.15K
|
4.6K
$429K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.14K+ 22.17% |
$137K - $169K
|
11.8K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-12- 1.48% |
$765 - $947
|
800
$74.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
846+ 0.14% |
$54K - $66.8K
|
594K
$55.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
76New |
$4.85K - $6K
|
76
$7.08K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-365- 10.73% |
$23.3K - $28.8K
|
3.04K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-350- 2.52% |
$22.3K - $27.6K
|
13.5K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$6.44K - $7.97K
|
101
$9.41K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
47+ 26.55% |
$3K - $3.71K
|
224
$20.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-855- 5.89% |
$54.5K - $67.5K
|
13.7K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.05K+ 4.84% |
$67K - $82.9K
|
22.7K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 5.77% |
$191 - $237
|
55
$5.12K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
432+ 3.81% |
$27.6K - $34.1K
|
11.8K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
12.3K+ 3.7% |
$783K - $969K
|
344K
$32.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
63+ 6.86% |
$4.02K - $4.97K
|
981
$91.4K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34- 0.92% |
$2.17K - $2.68K
|
3.64K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.13K+ 1.54% |
$72.1K - $89.2K
|
74.8K
$6.97M
|