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 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.18% |
$383 - $473
|
3.26K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
30.8K+ 5.11% |
$1.97M - $2.43M
|
635K
$58.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-126- 3.21% |
$8.04K - $9.94K
|
3.8K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 4.35% |
$510 - $631
|
192
$17.7K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
2.77KNew |
$177K - $218K
|
2.77K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 12.12% |
$99.8K - $123K
|
14.5K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.39K- 3.47% |
$88.9K - $110K
|
38.8K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-122- 3.4% |
$7.78K - $9.63K
|
3.47K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17+ 6.67% |
$1.08K - $1.34K
|
272
$25.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42New |
$2.68K - $3.31K
|
42
$3.88K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 7.02% |
$12.8K - $15.8K
|
2.65K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.21K- 3.36% |
$333K - $411K
|
150K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
43+ 0.93% |
$2.74K - $3.39K
|
4.68K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
236K+ 91.89% |
$15.1M - $18.6M
|
493K
$45.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2.12K- 3.9% |
$135K - $167K
|
52.2K
$4.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.76K- 13.95% |
$176K - $217K
|
17K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 166.67% |
$319 - $395
|
8
$740
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-355- 23.43% |
$22.6K - $28K
|
1.16K
$107K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.7KNew |
$172K - $213K
|
2.7K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42+ 1.21% |
$2.68K - $3.31K
|
3.51K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40+ 0.77% |
$2.55K - $3.16K
|
5.22K
$482K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.7KNew |
$172K - $213K
|
2.7K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
86+ 1.9% |
$5.49K - $6.79K
|
4.62K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-5.12K- 19.18% |
$327K - $404K
|
21.6K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.2KNew |
$1.16M - $1.43M
|
18.2K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.72K- 14.67% |
$173K - $214K
|
15.8K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-46.4K- 39.37% |
$2.96M - $3.66M
|
71.5K
$6.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-13- 0.43% |
$829 - $1.03K
|
3.03K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
153New |
$9.76K - $12.1K
|
153
$14.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-261- 12.88% |
$16.6K - $20.6K
|
1.77K
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-658- 35.47% |
$42K - $51.9K
|
1.2K
$111K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
668New |
$42.6K - $52.7K
|
668
$61.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.84K- 98.35% |
$372K - $461K
|
98
$9.06K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.33K- 30.39% |
$148K - $184K
|
5.33K
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.8K- 36.1% |
$242K - $300K
|
6.73K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-515- 7.2% |
$32.8K - $40.6K
|
6.64K
$614K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-12.7K- 94.33% |
$808K - $1M
|
761
$70.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.93K- 6.51% |
$314K - $389K
|
70.9K
$6.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
229+ 8.05% |
$14.6K - $18.1K
|
3.07K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
86+ 24.43% |
$5.49K - $6.79K
|
438
$40.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-9.57K- 24.38% |
$610K - $755K
|
29.7K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-381- 2.23% |
$24.3K - $30.1K
|
16.7K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-486- 11.69% |
$31K - $38.4K
|
3.67K
$340K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 2.2% |
$1.53K - $1.89K
|
1.11K
$103K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 3.6% |
$6.38K - $7.89K
|
2.88K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
660+ 4.9% |
$42.1K - $52.1K
|
14.1K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.81KNew |
$243K - $301K
|
3.81K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 5.15% |
$638 - $789
|
204
$18.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
57+ 1.46% |
$3.64K - $4.5K
|
3.96K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-154- 15.25% |
$9.82K - $12.2K
|
856
$79.1K
|