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 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.91% |
$255 - $316
|
444
$33.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$319 - $395
|
5
$372
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
216+ 5.44% |
$13.8K - $17K
|
4.19K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.2K+ 58.85% |
$76.8K - $95K
|
3.25K
$242K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2K+ 24.86% |
$127K - $158K
|
10K
$748K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
14+ 33.33% |
$893 - $1.1K
|
56
$4.17K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16New |
$1.02K - $1.26K
|
16
$1.19K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 2.0% |
$63.8 - $78.9
|
51
$3.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
194+ 33.16% |
$12.4K - $15.3K
|
779
$58K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.98K+ 92.81% |
$190K - $235K
|
6.19K
$461K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.3K+ 26.71% |
$147K - $181K
|
10.9K
$812K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.07% |
$128 - $158
|
2.86K
$213K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
757+ 88.54% |
$48.3K - $59.7K
|
1.61K
$120K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
123K+ 149.34% |
$8.32M - $10.8M
|
205K
$15.3M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2K- 9.35% |
$136K - $175K
|
19.4K
$1.45M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
26.7KNew |
$1.81M - $2.34M
|
26.7K
$1.99M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
197New |
$13.4K - $17.3K
|
197
$14.7K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
180New |
$12.2K - $15.8K
|
180
$13.4K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
818+ 11.01% |
$55.5K - $71.7K
|
8.25K
$614K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-42.4K- 86.5% |
$2.87M - $3.71M
|
6.61K
$492K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
526+ 10.28% |
$35.7K - $46.1K
|
5.64K
$420K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.8K- 38.13% |
$1.41M - $1.83M
|
33.8K
$2.52M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-108K- 71.91% |
$7.29M - $9.42M
|
42K
$3.13M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-156- 0.95% |
$10.6K - $13.7K
|
16.3K
$1.21M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$91.6K - $118K
|
1.35K
$101K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
631K+ 13.7% |
$42.8M - $55.3M
|
5.23M
$390M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-213- 0.35% |
$14.5K - $18.7K
|
61.5K
$4.58M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
580+ 8.91% |
$39.4K - $50.8K
|
7.09K
$528K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-234- 6.64% |
$15.9K - $20.5K
|
3.29K
$245K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.2K+ 52.46% |
$420K - $543K
|
18K
$1.34M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$204 - $263
|
3
$223
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.67KNew |
$317K - $410K
|
4.67K
$348K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 11.76% |
$136 - $175
|
15
$1.12K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 0.4% |
$543 - $701
|
2.03K
$151K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
320New |
$21.7K - $28.1K
|
320
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
493+ 7.19% |
$33.5K - $43.2K
|
7.35K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.36KNew |
$431K - $557K
|
6.36K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.67K+ 12.92% |
$113K - $146K
|
14.6K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
44.8K+ 2.96% |
$3.04M - $3.93M
|
1.56M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
118K+ 16.65% |
$8.01M - $10.4M
|
827K
$61.6M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-44.9K- 5.17% |
$3.05M - $3.94M
|
824K
$61.4M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.88K+ 2.03% |
$399K - $515K
|
295K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
895K+ 157.1% |
$60.7M - $78.5M
|
1.47M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7K+ 20.69% |
$475K - $614K
|
40.8K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.16% |
$611 - $789
|
5.61K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
987+ 1.28% |
$67K - $86.5K
|
78.2K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
540K+ 1.65% |
$36.6M - $47.3M
|
33.2M
$2.47B
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
334KNew |
$22.6M - $29.3M
|
334K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.77K+ 23.88% |
$595K - $769K
|
45.5K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-20- 57.14% |
$1.36K - $1.75K
|
15
$1.12K
|
|