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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.94K+ 4.16% |
$144K - $174K
|
48.6K
$4.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
181+ 0.69% |
$13.4K - $16.3K
|
26.4K
$2.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.53KNew |
$188K - $228K
|
2.53K
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.37KNew |
$176K - $214K
|
2.37K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.3% |
$667 - $810
|
3.03K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
42+ 0.88% |
$3.11K - $3.78K
|
4.83K
$450K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
1+ 0.01% |
$74.1 - $90
|
8.25K
$768K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.2K- 5.5% |
$534K - $648K
|
124K
$11.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
108New |
$8.01K - $9.72K
|
108
$10.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-74- 0.37% |
$5.49K - $6.66K
|
19.9K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.9K- 1.99% |
$141K - $171K
|
93.3K
$8.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-87- 2.61% |
$6.45K - $7.83K
|
3.24K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
18.4K+ 32.63% |
$1.36M - $1.65M
|
74.6K
$6.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-751- 0.25% |
$55.7K - $67.6K
|
302K
$28.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.08K- 0.83% |
$79.8K - $96.9K
|
128K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-690- 9.22% |
$51.2K - $62.1K
|
6.8K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-323- 10.1% |
$23.9K - $29.1K
|
2.87K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-634- 7.8% |
$47K - $57K
|
7.49K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
29New |
$2.15K - $2.61K
|
29
$2.7K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
154New |
$11.4K - $13.9K
|
154
$14.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
467+ 1945.83% |
$34.6K - $42K
|
491
$45.7K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.82K+ 4.8% |
$135K - $164K
|
39.8K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 0.66% |
$3.04K - $3.69K
|
6.3K
$587K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.32KNew |
$469K - $569K
|
6.32K
$589K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-363- 1.97% |
$26.9K - $32.7K
|
18.1K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
85+ 1.24% |
$6.3K - $7.65K
|
6.92K
$645K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-511- 0.95% |
$37.9K - $46K
|
53.5K
$4.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-829- 7.44% |
$61.5K - $74.6K
|
10.3K
$961K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.36K- 11.39% |
$323K - $392K
|
33.9K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
273+ 27.74% |
$20.2K - $24.6K
|
1.26K
$117K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.58% |
$14.8K - $18K
|
34.2K
$3.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41+ 17.08% |
$3.04K - $3.69K
|
281
$26.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 0.81% |
$667 - $810
|
1.12K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-228- 7.02% |
$16.9K - $20.5K
|
3.02K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1+ 0.04% |
$74.1 - $90
|
2.69K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.15K+ 1.68% |
$159K - $194K
|
130K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
258+ 7.47% |
$19.1K - $23.2K
|
3.71K
$346K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-1.63K- 1.31% |
$121K - $147K
|
123K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
251+ 0.33% |
$18.6K - $22.6K
|
76.3K
$7.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-328- 2.29% |
$24.3K - $29.5K
|
14K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
612+ 16.13% |
$45.4K - $55.1K
|
4.41K
$411K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
229+ 117.44% |
$17K - $20.6K
|
424
$39.5K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 9.26% |
$371 - $450
|
59
$5.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-211- 1.05% |
$15.6K - $19K
|
20K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
139+ 3.57% |
$10.3K - $12.5K
|
4.04K
$376K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.13% |
$741 - $900
|
7.93K
$739K
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
2.87KNew |
$213K - $258K
|
2.87K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-29- 0.66% |
$2.15K - $2.61K
|
4.38K
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-3.52K- 42.84% |
$261K - $317K
|
4.7K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7New |
$519 - $630
|
7
$652
|