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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.29K- 37.62% |
$266K - $312K
|
5.45K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.83KNew |
$229K - $268K
|
2.83K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-11K- 60.66% |
$891K - $1.04M
|
7.15K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-143- 5.54% |
$11.6K - $13.6K
|
2.44K
$176K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.29KNew |
$185K - $217K
|
2.29K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-65- 0.49% |
$5.25K - $6.16K
|
13.1K
$949K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20.2KNew |
$1.63M - $1.91M
|
20.2K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 44.27% |
$102K - $119K
|
4.1K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-21.5K- 3.7% |
$1.73M - $2.03M
|
558K
$40.4M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.58% |
$64.6K - $75.8K
|
30.2K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Quaero Capital S.A.
|
BUY
|
- |
950+ 9.38% |
$76.8K - $90K
|
11.1K
$801K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.38KNew |
$193K - $226K
|
2.38K
$172K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.5K- 39.48% |
$121K - $142K
|
2.3K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-242- 3.39% |
$19.6K - $22.9K
|
6.91K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5+ 0.15% |
$404 - $474
|
3.28K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 0.82% |
$17.9K - $21K
|
27.1K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.35K+ 41.17% |
$271K - $317K
|
11.5K
$830K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
990+ 11.66% |
$80K - $93.8K
|
9.48K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 13.99% |
$82.3K - $96.6K
|
6.27K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.91KNew |
$235K - $276K
|
2.91K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.29% |
$889 - $1.04K
|
3.87K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.52KNew |
$203K - $238K
|
2.52K
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-174K- 24.66% |
$14.1M - $16.5M
|
533K
$38.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-212- 7.31% |
$17.1K - $20.1K
|
2.69K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 1.23% |
$2.91K - $3.41K
|
2.88K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.83KNew |
$148K - $173K
|
1.83K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.38KNew |
$273K - $320K
|
3.38K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.92K+ 24.4% |
$398K - $467K
|
25.1K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 4.21% |
$121K - $142K
|
34.1K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-13- 50.0% |
$1.05K - $1.23K
|
13
$940
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-542- 1.36% |
$43.8K - $51.4K
|
39.2K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
14+ 0.3% |
$1.13K - $1.33K
|
4.71K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
646+ 24.48% |
$52.2K - $61.2K
|
3.29K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
252+ 1.86% |
$20.4K - $23.9K
|
13.8K
$996K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.4K- 5.57% |
$1.32M - $1.55M
|
278K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 7.14% |
$485 - $569
|
90
$6.51K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-676- 69.98% |
$54.6K - $64.1K
|
290
$21K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.45K+ 3.01% |
$441K - $517K
|
187K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
71+ 13.12% |
$5.74K - $6.73K
|
612
$44.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-6- 0.09% |
$485 - $569
|
6.85K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
78+ 0.91% |
$6.3K - $7.39K
|
8.67K
$627K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.99KNew |
$323K - $378K
|
3.99K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.42K+ 47.43% |
$438K - $514K
|
16.8K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-65- 1.55% |
$5.25K - $6.16K
|
4.14K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.23K+ 5.42% |
$341K - $400K
|
82.2K
$5.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
17.5K+ 1.21% |
$1.41M - $1.66M
|
1.46M
$106M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.36KNew |
$190K - $223K
|
2.36K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-252- 6.03% |
$20.4K - $23.9K
|
3.92K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-127- 0.27% |
$10.3K - $12K
|
46.4K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
699+ 6.42% |
$56.5K - $66.2K
|
11.6K
$837K
|