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 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.68KNew |
$217K - $254K
|
2.68K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-34- 0.65% |
$2.75K - $3.22K
|
5.16K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-113- 0.29% |
$9.13K - $10.7K
|
39.1K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
366+ 8.59% |
$29.6K - $34.7K
|
4.63K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-371- 2.05% |
$30K - $35.2K
|
17.7K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$404 - $474
|
5
$362
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-108- 4.07% |
$8.73K - $10.2K
|
2.55K
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
18+ 0.65% |
$1.45K - $1.71K
|
2.78K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-948- 11.98% |
$76.6K - $89.8K
|
6.97K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
705+ 7.38% |
$57K - $66.8K
|
10.3K
$742K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.96K- 81.03% |
$320K - $375K
|
926
$67K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
308+ 8.53% |
$24.9K - $29.2K
|
3.92K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
975+ 23.2% |
$78.8K - $92.4K
|
5.18K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.65K+ 24.11% |
$295K - $346K
|
18.8K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.09KNew |
$492K - $577K
|
6.09K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
717+ 16.16% |
$57.9K - $68K
|
5.16K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.19K- 14.37% |
$96.4K - $113K
|
7.11K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
61+ 2.29% |
$4.93K - $5.78K
|
2.73K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
20+ 0.74% |
$1.62K - $1.9K
|
2.72K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
SELL
|
- |
-34.2K- 9.52% |
$2.76M - $3.24M
|
325K
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.4KNew |
$194K - $227K
|
2.4K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 4.78% |
$5.33K - $6.25K
|
1.32K
$95.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
69New |
$5.58K - $6.54K
|
69
$4.99K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.64KNew |
$294K - $345K
|
3.64K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.75K+ 132.74% |
$303K - $355K
|
6.58K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
370+ 3.26% |
$29.9K - $35.1K
|
11.7K
$847K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.33K
|
8.08K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.32KNew |
$187K - $220K
|
2.32K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-76- 0.8% |
$6.14K - $7.2K
|
9.37K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
210+ 1.55% |
$17K - $19.9K
|
13.8K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 87.44% |
$73.1K - $85.8K
|
130
$9.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
86+ 0.81% |
$6.95K - $8.15K
|
10.8K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
110+ 2.73% |
$8.89K - $10.4K
|
4.14K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$346K - $406K
|
4.28K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2+ 0.08% |
$162 - $190
|
2.41K
$174K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 2.38% |
$12.5K - $14.7K
|
6.68K
$483K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$80.8 - $94.8
|
203
$14.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$3.56K - $4.17K
|
44
$3.18K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
194+ 4.52% |
$15.7K - $18.4K
|
4.49K
$324K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-70- 0.66% |
$5.66K - $6.63K
|
10.5K
$762K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
48+ 0.89% |
$3.88K - $4.55K
|
5.45K
$394K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$162 - $190
|
344
$24.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-360K- 31.63% |
$29.1M - $34.1M
|
777K
$56.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
5K+ 30.49% |
$404K - $474K
|
21.4K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
180New |
$14.5K - $17.1K
|
180
$13K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
82+ 3.38% |
$6.63K - $7.77K
|
2.51K
$181K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
184+ 3.79% |
$14.9K - $17.4K
|
5.04K
$364K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-22- 0.34% |
$1.78K - $2.08K
|
6.36K
$460K
|
|
| Q3 2024 | |||||||
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.26KClosed |
$244K - $274K
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
325K+ 5.53% |
$24.4M - $27.3M
|
6.2M
$448M
|
|