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 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-16.1K- 11.68% |
$1.09M - $1.41M
|
121K
$8.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
156+ 5.1% |
$10.6K - $13.7K
|
3.21K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
93+ 320.69% |
$6.31K - $8.15K
|
122
$8.51K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
142New |
$9.63K - $12.4K
|
142
$9.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.38KNew |
$365K - $472K
|
5.38K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 65.06% |
$139K - $179K
|
5.19K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-295- 2.81% |
$20K - $25.9K
|
10.2K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
26.7KNew |
$1.81M - $2.34M
|
26.7K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.92K- 50.1% |
$198K - $256K
|
2.91K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
263+ 4.13% |
$17.8K - $23.1K
|
6.64K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9.94K- 10.09% |
$674K - $871K
|
88.5K
$6.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 5.44% |
$2.92K - $3.77K
|
747
$52.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110+ 3.28% |
$7.46K - $9.64K
|
3.47K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-930- 9.99% |
$63.1K - $81.5K
|
8.38K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-584K- 98.6% |
$39.6M - $51.2M
|
8.3K
$579K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
15.3K+ 80.74% |
$1.04M - $1.34M
|
34.3K
$2.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
14.2K+ 23.62% |
$961K - $1.24M
|
74.2K
$5.17M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
19.6K+ 289.23% |
$1.33M - $1.72M
|
26.4K
$1.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-377- 1.87% |
$25.6K - $33.1K
|
19.8K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.59K+ 9.36% |
$108K - $139K
|
18.5K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
201+ 7.6% |
$13.6K - $17.6K
|
2.84K
$198K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-140- 3.98% |
$9.5K - $12.3K
|
3.38K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-92- 2.31% |
$6.24K - $8.07K
|
3.89K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30New |
$2.04K - $2.63K
|
30
$2.09K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.16K- 29.38% |
$78.4K - $101K
|
2.78K
$194K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.74% |
$543 - $701
|
1.08K
$75.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$136 - $175
|
2
$139
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12- 63.16% |
$814 - $1.05K
|
7
$488
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-190K- 57.1% |
$12.9M - $16.6M
|
143K
$9.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-53- 0.11% |
$3.6K - $4.65K
|
48.1K
$3.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.55K+ 28.34% |
$173K - $223K
|
11.5K
$805K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 2.0% |
$9.77K - $12.6K
|
7.33K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-879- 1.81% |
$59.6K - $77.1K
|
47.6K
$3.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.6K+ 24.91% |
$109K - $141K
|
8.04K
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
170+ 1.64% |
$11.5K - $14.9K
|
10.5K
$734K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.06K- 13.77% |
$71.9K - $92.9K
|
6.64K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-100- 3.14% |
$6.78K - $8.77K
|
3.09K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.38KNew |
$162K - $209K
|
2.38K
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-14- 6.25% |
$950 - $1.23K
|
210
$14.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.23KNew |
$355K - $459K
|
5.23K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.15K+ 5.93% |
$553K - $714K
|
145K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-212- 1.44% |
$14.4K - $18.6K
|
14.5K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
71.2K+ 101740.0% |
$4.83M - $6.24M
|
71.3K
$4.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
559+ 188.85% |
$37.9K - $49K
|
855
$59.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 2.44% |
$67.9 - $87.7
|
42
$2.93K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
21+ 0.21% |
$1.42K - $1.84K
|
9.79K
$683K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
913+ 3.22% |
$61.9K - $80K
|
29.2K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-50- 1.47% |
$3.39K - $4.38K
|
3.35K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-30- 0.59% |
$2.04K - $2.63K
|
5.09K
$355K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.01K+ 171.23% |
$476K - $615K
|
11.1K
$774K
|