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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-347- 3.19% |
$22.1K - $27.4K
|
10.5K
$980K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
92+ 0.5% |
$5.87K - $7.26K
|
18.4K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.25% |
$957 - $1.18K
|
6.08K
$567K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
6.3KNew |
$402K - $497K
|
6.3K
$587K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
316New |
$20.2K - $24.9K
|
316
$29.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-195- 1.31% |
$12.4K - $15.4K
|
14.7K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 16.69% |
$140K - $173K
|
15.3K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
93K+ 23.19% |
$5.93M - $7.34M
|
494K
$46M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.01K+ 48.67% |
$128K - $158K
|
6.13K
$571K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-377- 6.77% |
$24K - $29.7K
|
5.19K
$484K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-24- 7.55% |
$1.53K - $1.89K
|
294
$27.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
666+ 16.15% |
$42.5K - $52.6K
|
4.79K
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
13.5KNew |
$861K - $1.07M
|
13.5K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.4K+ 11.86% |
$153K - $189K
|
22.6K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.68KNew |
$171K - $211K
|
2.68K
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
203K+ 292.17% |
$12.9M - $16M
|
272K
$25.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-2.5K- 7.31% |
$159K - $197K
|
31.7K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-102- 2.26% |
$6.51K - $8.05K
|
4.41K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.8K+ 33.59% |
$1.01M - $1.25M
|
62.9K
$5.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-685- 4.53% |
$43.7K - $54.1K
|
14.4K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
48+ 0.1% |
$3.06K - $3.79K
|
47.9K
$4.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
11.4K+ 3.34% |
$729K - $902K
|
354K
$32.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23New |
$1.47K - $1.81K
|
23
$2.14K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
6.23K+ 31.81% |
$397K - $492K
|
25.8K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.24K+ 40.45% |
$143K - $177K
|
7.78K
$725K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 65.05% |
$970K - $1.2M
|
8.18K
$762K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-120- 0.47% |
$7.65K - $9.47K
|
25.6K
$2.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.59K+ 8.68% |
$101K - $125K
|
19.9K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 5.76% |
$128K - $158K
|
36.9K
$3.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.82K+ 234.49% |
$563K - $696K
|
12.6K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
5.65KNew |
$360K - $446K
|
5.65K
$527K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-54- 12.74% |
$3.44K - $4.26K
|
370
$34.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.08K+ 8.27% |
$197K - $243K
|
40.3K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-644- 20.78% |
$41.1K - $50.8K
|
2.46K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.18% |
$383 - $473
|
3.26K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
30.8K+ 5.11% |
$1.97M - $2.43M
|
635K
$59.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-126- 3.21% |
$8.04K - $9.94K
|
3.8K
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 4.35% |
$510 - $631
|
192
$17.9K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
2.77KNew |
$177K - $218K
|
2.77K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 12.12% |
$99.8K - $123K
|
14.5K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.39K- 3.47% |
$88.9K - $110K
|
38.8K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-122- 3.4% |
$7.78K - $9.63K
|
3.47K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17+ 6.67% |
$1.08K - $1.34K
|
272
$25.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42New |
$2.68K - $3.31K
|
42
$3.91K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 7.02% |
$12.8K - $15.8K
|
2.65K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.21K- 3.36% |
$333K - $411K
|
150K
$14M
|