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 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30New |
$2.04K - $2.63K
|
30
$2.23K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.16K- 29.38% |
$78.4K - $101K
|
2.78K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.74% |
$543 - $701
|
1.08K
$80.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$136 - $175
|
2
$149
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12- 63.16% |
$814 - $1.05K
|
7
$521
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-190K- 57.1% |
$12.9M - $16.6M
|
143K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-53- 0.11% |
$3.6K - $4.65K
|
48.1K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.55K+ 28.34% |
$173K - $223K
|
11.5K
$860K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 2.0% |
$9.77K - $12.6K
|
7.33K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-879- 1.81% |
$59.6K - $77.1K
|
47.6K
$3.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
170+ 1.64% |
$11.5K - $14.9K
|
10.5K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.06K- 13.77% |
$71.9K - $92.9K
|
6.64K
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-100- 3.14% |
$6.78K - $8.77K
|
3.09K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.38KNew |
$162K - $209K
|
2.38K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-14- 6.25% |
$950 - $1.23K
|
210
$15.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-50- 1.47% |
$3.39K - $4.38K
|
3.35K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.01K+ 171.23% |
$476K - $615K
|
11.1K
$827K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-303- 69.98% |
$20.6K - $26.6K
|
130
$9.68K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-541- 22.99% |
$36.7K - $47.4K
|
1.81K
$135K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-11- 0.38% |
$746 - $964
|
2.86K
$213K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-450- 12.3% |
$30.5K - $39.5K
|
3.21K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.9K- 3.27% |
$129K - $166K
|
56.1K
$4.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
46+ 2.96% |
$3.12K - $4.03K
|
1.6K
$119K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-72- 1.44% |
$4.89K - $6.31K
|
4.91K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 8.09% |
$98K - $127K
|
16.4K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-450- 5.0% |
$30.5K - $39.5K
|
8.55K
$637K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.74% |
$1.42K - $1.84K
|
2.84K
$212K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
745+ 109.88% |
$50.5K - $65.3K
|
1.42K
$106K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-9- 0.13% |
$611 - $789
|
6.8K
$506K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$407 - $526
|
6
$447
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-19- 0.21% |
$1.29K - $1.67K
|
9.13K
$680K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5- 3.82% |
$339 - $438
|
126
$9.39K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
180+ 20.81% |
$12.2K - $15.8K
|
1.05K
$77.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.1K- 33.57% |
$482K - $622K
|
14K
$1.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
305+ 7.01% |
$20.7K - $26.7K
|
4.65K
$347K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
158+ 3.27% |
$10.7K - $13.9K
|
4.99K
$371K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.96M+ 357.58% |
$563M - $660M
|
8.91M
$664M
|
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.58MNew |
$128M - $150M
|
1.58M
$118M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 13.26% |
$1.28M - $1.5M
|
135K
$10.1M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
19.8K+ 24.47% |
$1.6M - $1.87M
|
101K
$7.49M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-24.8K- 1.98% |
$2.01M - $2.35M
|
1.23M
$91.4M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
91.8K+ 23.44% |
$7.42M - $8.7M
|
483K
$36M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.9KNew |
$396K - $465K
|
4.9K
$365K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.76KNew |
$223K - $262K
|
2.76K
$206K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-835- 23.39% |
$67.5K - $79.1K
|
2.74K
$204K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
114KNew |
$9.19M - $10.8M
|
114K
$8.48M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
8.88KNew |
$717K - $841K
|
8.88K
$661K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
13New |
$1.05K - $1.23K
|
13
$968
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
364New |
$29.4K - $34.5K
|
364
$27.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$808 - $948
|
10
$745
|
|