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 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-253- 0.58% |
$17.2K - $22.2K
|
43.3K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10.4K+ 128.9% |
$704K - $910K
|
18.4K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 22.09% |
$814K - $1.05M
|
42.3K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
184+ 1840.0% |
$12.5K - $16.1K
|
194
$14.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-688- 12.03% |
$46.7K - $60.3K
|
5.03K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.95% |
$475 - $614
|
184
$13.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 40.0% |
$2.71K - $3.51K
|
140
$10.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-32- 0.17% |
$2.17K - $2.81K
|
19K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.86K- 21.59% |
$669K - $864K
|
35.8K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
27.2K+ 14.3% |
$1.85M - $2.38M
|
217K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-116- 3.13% |
$7.87K - $10.2K
|
3.59K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
241+ 1.0% |
$16.4K - $21.1K
|
24.2K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6.11K+ 52.96% |
$414K - $535K
|
17.6K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.31KNew |
$225K - $290K
|
3.31K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12- 7.64% |
$814 - $1.05K
|
145
$10.8K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
24K+ 33.24% |
$1.63M - $2.1M
|
96.2K
$7.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.34K- 6.4% |
$90.9K - $117K
|
19.6K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$67.9 - $87.7
|
1.09K
$81.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-61- 1.33% |
$4.14K - $5.35K
|
4.51K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.1K- 10.78% |
$211K - $272K
|
25.7K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.59K- 35.16% |
$108K - $139K
|
2.93K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
74+ 185.0% |
$5.02K - $6.49K
|
114
$8.49K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
246+ 1.51% |
$16.7K - $21.6K
|
16.5K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
27+ 0.42% |
$1.83K - $2.37K
|
6.4K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-169- 8.39% |
$11.5K - $14.8K
|
1.85K
$138K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.17K- 57.22% |
$79.6K - $103K
|
877
$65.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.02K- 0.75% |
$69.5K - $89.8K
|
136K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.35K+ 16.85% |
$159K - $206K
|
16.3K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
26.5KNew |
$1.8M - $2.33M
|
26.5K
$1.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
140+ 4666.67% |
$9.5K - $12.3K
|
143
$10.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 1.55% |
$20.6K - $26.7K
|
19.3K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-101- 1.64% |
$6.85K - $8.85K
|
6.06K
$451K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
242+ 5.59% |
$16.4K - $21.2K
|
4.57K
$341K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.41KNew |
$231K - $299K
|
3.41K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.28K+ 55.91% |
$86.7K - $112K
|
3.56K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
31.3K+ 4.75% |
$2.12M - $2.74M
|
689K
$51.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
167+ 2.3% |
$11.3K - $14.6K
|
7.42K
$552K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-72- 54.14% |
$4.89K - $6.31K
|
61
$4.54K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
30+ 0.74% |
$2.04K - $2.63K
|
4.08K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.09% |
$271 - $351
|
4.29K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-500- 9.89% |
$33.9K - $43.8K
|
4.56K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.34K+ 1.84% |
$362K - $468K
|
296K
$22M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-31- 33.33% |
$2.1K - $2.72K
|
62
$4.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.9K- 31.54% |
$129K - $166K
|
4.12K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-197- 1.01% |
$13.4K - $17.3K
|
19.3K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
261+ 4.76% |
$17.7K - $22.9K
|
5.74K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
308+ 7.12% |
$20.9K - $27K
|
4.63K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
46New |
$3.12K - $4.03K
|
46
$3.43K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$746 - $964
|
11
$819
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
324+ 10.23% |
$22K - $28.4K
|
3.49K
$260K
|