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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$21.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.54KNew |
$529K - $620K
|
6.54K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 2.38% |
$97.5K - $114K
|
52K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-494- 17.29% |
$39.9K - $46.8K
|
2.36K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
75New |
$6.06K - $7.11K
|
75
$5.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
629+ 1.49% |
$50.8K - $59.6K
|
42.9K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-18.7K- 15.98% |
$1.51M - $1.77M
|
98.4K
$7.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$427K - $501K
|
5.29K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.62K - $1.9K
|
20
$1.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
24+ 0.74% |
$1.94K - $2.27K
|
3.28K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.18% |
$889 - $1.04K
|
6.27K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.42% |
$80.8 - $94.8
|
241
$17.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 50.0% |
$18.5K - $21.7K
|
229
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 1.1% |
$1.21K - $1.42K
|
1.35K
$97.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-388K- 35.3% |
$31.4M - $36.8M
|
711K
$51.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.18K- 32.65% |
$95K - $111K
|
2.43K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 3.14% |
$100K - $118K
|
40.9K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-227K- 78.79% |
$18.4M - $21.5M
|
61.2K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-21.7K- 23.02% |
$1.75M - $2.05M
|
72.4K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-177- 3.3% |
$14.3K - $16.8K
|
5.19K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-820- 7.31% |
$66.3K - $77.7K
|
10.4K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
7KNew |
$566K - $663K
|
7K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 36.36% |
$323 - $379
|
15
$1.08K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.3K+ 28.71% |
$1.56M - $1.83M
|
86.4K
$6.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.29KNew |
$185K - $217K
|
2.29K
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8+ 0.29% |
$646 - $758
|
2.76K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-160- 0.76% |
$12.9K - $15.2K
|
20.9K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.27K- 89.68% |
$426K - $499K
|
606
$43.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.33KNew |
$188K - $221K
|
2.33K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.41KNew |
$356K - $417K
|
4.41K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.96% |
$80.8 - $94.8
|
105
$7.59K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
230New |
$18.6K - $21.8K
|
230
$16.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-105- 0.75% |
$8.49K - $9.95K
|
13.9K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.3KNew |
$186K - $218K
|
2.3K
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.8K+ 633.44% |
$2.09M - $2.45M
|
29.9K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-900- 11.54% |
$72.7K - $85.3K
|
6.9K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-4.23K- 17.46% |
$342K - $401K
|
20K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-268K- 9.76% |
$21.7M - $25.4M
|
2.48M
$179M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.64KNew |
$213K - $250K
|
2.64K
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7- 0.23% |
$566 - $663
|
2.98K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 0.5% |
$101K - $118K
|
250K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$1.37K - $1.61K
|
17
$1.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.28K+ 14.55% |
$588K - $690K
|
57.3K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
148+ 148.0% |
$12K - $14K
|
248
$17.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.4% |
$2.02K - $2.37K
|
6.3K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
17+ 0.36% |
$1.37K - $1.61K
|
4.71K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
364+ 1.7% |
$29.4K - $34.5K
|
21.8K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 15.42% |
$2.51K - $2.94K
|
232
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24+ 5.47% |
$1.94K - $2.27K
|
463
$33.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$485 - $569
|
2.69K
$195K
|