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 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-74- 5.49% |
$5.02K - $6.49K
|
1.28K
$95K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
182New |
$12.3K - $16K
|
182
$13.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.37KNew |
$228K - $295K
|
3.37K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
80+ 7.77% |
$5.43K - $7.01K
|
1.11K
$82.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.18% |
$407 - $526
|
3.25K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.47K- 8.74% |
$99.9K - $129K
|
15.4K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Quaero Capital S.A.
|
BUY
|
- |
3.23K+ 29.12% |
$219K - $283K
|
14.3K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
70+ 1.52% |
$4.75K - $6.14K
|
4.66K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
52+ 7.98% |
$3.53K - $4.56K
|
704
$52.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 8.11% |
$407 - $526
|
68
$5.07K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-924- 17.22% |
$62.7K - $81K
|
4.44K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-23.8K- 29.99% |
$1.61M - $2.08M
|
55.5K
$4.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
301+ 4.78% |
$20.4K - $26.4K
|
6.6K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.8K+ 81.27% |
$3.59M - $4.63M
|
118K
$8.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
82KNew |
$5.56M - $7.19M
|
82K
$6.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-47- 0.73% |
$3.19K - $4.12K
|
6.4K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.4K- 10.61% |
$2M - $2.58M
|
248K
$18.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.2K+ 10.53% |
$149K - $193K
|
23.1K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.21K+ 87.72% |
$150K - $194K
|
4.74K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
22.4KNew |
$1.52M - $1.96M
|
22.4K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.02K- 80.86% |
$544K - $703K
|
1.9K
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
19.3K+ 6.54% |
$1.31M - $1.69M
|
314K
$23.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-207- 0.06% |
$14K - $18.1K
|
332K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.68KNew |
$250K - $322K
|
3.68K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-345- 3.64% |
$23.4K - $30.2K
|
9.13K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-424- 2.86% |
$28.8K - $37.2K
|
14.4K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
153+ 283.33% |
$10.4K - $13.4K
|
207
$15.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
317+ 44.71% |
$21.5K - $27.8K
|
1.03K
$76.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.63K- 16.29% |
$111K - $143K
|
8.38K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
480+ 1.91% |
$32.6K - $42.1K
|
25.6K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14+ 6.17% |
$950 - $1.23K
|
241
$18K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-91- 2.57% |
$6.17K - $7.98K
|
3.45K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-270- 1.84% |
$18.3K - $23.7K
|
14.4K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-674- 90.35% |
$45.7K - $59.1K
|
72
$5.36K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-319- 0.91% |
$21.6K - $28K
|
34.7K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-985- 11.52% |
$66.8K - $86.4K
|
7.57K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.04K+ 5.49% |
$138K - $179K
|
39.2K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
4.03K+ 60.95% |
$274K - $354K
|
10.7K
$793K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-6- 2.3% |
$407 - $526
|
255
$19K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-642- 15.13% |
$43.6K - $56.3K
|
3.6K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-100- 3.25% |
$6.78K - $8.77K
|
2.98K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
20.1KNew |
$1.37M - $1.77M
|
20.1K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-419- 3.14% |
$28.4K - $36.7K
|
12.9K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-35- 0.07% |
$2.37K - $3.07K
|
47.9K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-2.95K- 11.97% |
$200K - $259K
|
21.7K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
52+ 1.47% |
$3.53K - $4.56K
|
3.59K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
18.2K+ 30.38% |
$1.23M - $1.6M
|
78.1K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
33+ 1.17% |
$2.24K - $2.89K
|
2.85K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
183+ 6.25% |
$12.4K - $16K
|
3.11K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.01K+ 13.74% |
$476K - $615K
|
58.1K
$4.32M
|