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 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
63.8K+ 414.27% |
$5.16M - $6.05M
|
79.2K
$5.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.07K- 25.17% |
$86.5K - $101K
|
3.18K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.1K- 0.88% |
$89K - $104K
|
124K
$9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 5.08% |
$10.1K - $11.8K
|
2.59K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
114+ 2.66% |
$9.21K - $10.8K
|
4.4K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.13% |
$5.66K - $6.63K
|
54.3K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-77- 1.95% |
$6.22K - $7.3K
|
3.88K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.92K+ 63.85% |
$317K - $371K
|
10.1K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
59+ 0.99% |
$4.77K - $5.59K
|
6.05K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.11K- 6.09% |
$171K - $200K
|
32.5K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
82+ 1.21% |
$6.63K - $7.77K
|
6.84K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
963+ 1.03% |
$77.8K - $91.3K
|
94.4K
$6.82M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
137K+ 9.03% |
$11.1M - $13M
|
1.66M
$120M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.74K- 54.08% |
$221K - $259K
|
2.32K
$168K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-148- 1.96% |
$12K - $14K
|
7.39K
$535K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
17+ 0.65% |
$1.37K - $1.61K
|
2.64K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91K+ 7.31% |
$155K - $181K
|
28.1K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.01K+ 3.84% |
$163K - $191K
|
54.5K
$3.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
66.7K+ 18.16% |
$5.39M - $6.33M
|
434K
$31.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
3.4K+ 25.76% |
$275K - $322K
|
16.6K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 0.77% |
$3.31K - $3.89K
|
5.37K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-2- 0.06% |
$162 - $190
|
3.08K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.1KNew |
$816K - $957K
|
10.1K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.05K- 6.05% |
$84.9K - $99.6K
|
16.3K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.77KNew |
$223K - $262K
|
2.77K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 3.77% |
$7.84K - $9.19K
|
2.67K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
249+ 4.03% |
$20.1K - $23.6K
|
6.42K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
55.3K+ 65.6% |
$4.47M - $5.24M
|
140K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.52% |
$4.44K - $5.21K
|
10.5K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
199+ 5.06% |
$16.1K - $18.9K
|
4.13K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214+ 4.24% |
$17.3K - $20.3K
|
5.26K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95New |
$7.68K - $9K
|
95
$6.87K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
71.7KNew |
$5.8M - $6.8M
|
71.7K
$5.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.27K- 23.06% |
$102K - $120K
|
4.23K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.6MNew |
$130M - $152M
|
1.6M
$116M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
906+ 497.8% |
$73.2K - $85.9K
|
1.09K
$78.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 10.11% |
$1.56M - $1.83M
|
171K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
351New |
$28.4K - $33.3K
|
351
$25.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.96K+ 5.11% |
$320K - $375K
|
81.5K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.62K+ 2.43% |
$212K - $249K
|
110K
$7.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
26.8K+ 2.57% |
$2.17M - $2.54M
|
1.07M
$77.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.11K- 2.58% |
$89.8K - $105K
|
41.9K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.21K+ 29.71% |
$663K - $778K
|
35.8K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 1.31% |
$8.65K - $10.1K
|
8.25K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 23.81% |
$3.23K - $3.79K
|
208
$15K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-1.7K- 0.44% |
$138K - $161K
|
384K
$27.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.42K- 82.08% |
$196K - $230K
|
529
$38.3K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
17.4K+ 2.3% |
$1.41M - $1.65M
|
775K
$56M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
28+ 0.45% |
$2.26K - $2.65K
|
6.27K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$485 - $569
|
4.3K
$311K
|