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 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14- 0.22% |
$893 - $1.1K
|
6.36K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.35K+ 1.2% |
$214K - $264K
|
282K
$26.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-58- 2.03% |
$3.7K - $4.58K
|
2.8K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 14.71% |
$31.9K - $39.5K
|
2.9K
$270K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
7+ 0.18% |
$446 - $552
|
3.94K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-13- 3.47% |
$829 - $1.03K
|
362
$33.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11New |
$702 - $868
|
11
$1.02K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 2.64% |
$893 - $1.1K
|
516
$48.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 2.06% |
$128 - $158
|
99
$9.22K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
438+ 3.15% |
$27.9K - $34.6K
|
14.3K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
466+ 11.99% |
$29.7K - $36.8K
|
4.35K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 12.27% |
$65.8K - $81.4K
|
7.38K
$688K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 29.76% |
$1.59K - $1.97K
|
59
$5.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 3.03% |
$9.57K - $11.8K
|
4.8K
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
18+ 64.29% |
$1.15K - $1.42K
|
46
$4.29K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.82K+ 60.78% |
$116K - $143K
|
4.8K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
400+ 32.0% |
$25.5K - $31.6K
|
1.65K
$154K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.5K+ 4.38% |
$986K - $1.22M
|
368K
$34.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79.9K+ 46.05% |
$5.09M - $6.3M
|
253K
$23.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
244KNew |
$15.5M - $19.2M
|
244K
$22.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.77KNew |
$176K - $218K
|
2.77K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-412- 7.74% |
$26.3K - $32.5K
|
4.91K
$458K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
129+ 2.25% |
$8.23K - $10.2K
|
5.85K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-179- 99.44% |
$11.4K - $14.1K
|
1
$93.2
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.12MNew |
$135M - $167M
|
2.12M
$197M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-106- 14.19% |
$6.76K - $8.36K
|
641
$59.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-745- 13.84% |
$47.5K - $58.8K
|
4.64K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47+ 0.9% |
$3K - $3.71K
|
5.28K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-19- 0.51% |
$1.21K - $1.5K
|
3.73K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38.5K- 54.02% |
$2.46M - $3.04M
|
32.8K
$3.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-21- 2.44% |
$1.34K - $1.66K
|
841
$78.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$319 - $395
|
5
$466
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16New |
$1.02K - $1.26K
|
16
$1.49K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 2.0% |
$63.8 - $78.9
|
51
$4.75K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
194+ 33.16% |
$12.4K - $15.3K
|
779
$72.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.98K+ 92.81% |
$190K - $235K
|
6.19K
$577K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.3K+ 26.71% |
$147K - $181K
|
10.9K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.07% |
$128 - $158
|
2.86K
$266K
|
|
| Q1 2025 | |||||||
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-15.4K- 5.09% |
$1.04M - $1.35M
|
287K
$26.8M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-184K- 4.66% |
$12.5M - $16.2M
|
3.77M
$352M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
10New |
$679 - $877
|
10
$932
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$1.9K - $2.45K
|
28
$2.61K
|
|
|
Aug 14, 2025
Q1 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
10.2KNew |
$692K - $894K
|
10.2K
$950K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2K- 9.35% |
$136K - $175K
|
19.4K
$1.81M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
180New |
$12.2K - $15.8K
|
180
$16.8K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$91.6K - $118K
|
1.35K
$126K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.67KNew |
$317K - $410K
|
4.67K
$435K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 11.76% |
$136 - $175
|
15
$1.4K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
320New |
$21.7K - $28.1K
|
320
$29.8K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.36KNew |
$431K - $557K
|
6.36K
$592K
|
|