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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
302+ 59.22% |
$20.5K - $26.5K
|
812
$75.7K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-47- 14.6% |
$3.19K - $4.12K
|
275
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
89+ 93.68% |
$6.04K - $7.8K
|
184
$17.1K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
92KNew |
$6.24M - $8.07M
|
92K
$8.57M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
172New |
$11.7K - $15.1K
|
172
$16K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.06KNew |
$343K - $443K
|
5.06K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
246+ 73.65% |
$16.7K - $21.6K
|
580
$54K
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-89.6K- 48.57% |
$6.08M - $7.85M
|
94.8K
$8.84M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-125- 2.42% |
$8.48K - $11K
|
5.04K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 2.39% |
$3.39K - $4.38K
|
2.04K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-50- 25.0% |
$3.39K - $4.38K
|
150
$14K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
300New |
$20.4K - $26.3K
|
300
$28K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-13Closed |
$882 - $1.14K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-201- 3.07% |
$13.6K - $17.6K
|
6.34K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$158K - $204K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
200+ 0.8% |
$13.6K - $17.5K
|
25.2K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-244- 72.62% |
$16.6K - $21.4K
|
92
$8.57K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
52.2KNew |
$3.54M - $4.58M
|
52.2K
$4.87M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-710- 42.98% |
$48.2K - $62.2K
|
942
$87.8K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
6.2KNew |
$420K - $543K
|
6.2K
$577K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-274- 5.61% |
$18.6K - $24K
|
4.61K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
81New |
$5.5K - $7.1K
|
81
$7.55K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-64.3K- 29.91% |
$4.36M - $5.64M
|
151K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-303- 30.06% |
$20.6K - $26.6K
|
705
$65.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.02K+ 42.12% |
$68.9K - $89K
|
3.43K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 6.67% |
$204 - $263
|
42
$3.91K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-19.2K- 70.83% |
$1.3M - $1.68M
|
7.91K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-186- 77.18% |
$12.6K - $16.3K
|
55
$5.12K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-322- 74.88% |
$21.8K - $28.2K
|
108
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-108- 82.44% |
$7.33K - $9.47K
|
23
$2.14K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-464- 9.21% |
$31.5K - $40.7K
|
4.57K
$426K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
77+ 427.78% |
$5.22K - $6.75K
|
95
$8.85K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.7KNew |
$115K - $149K
|
1.7K
$158K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-285- 64.33% |
$19.3K - $25K
|
158
$14.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-199- 42.8% |
$13.5K - $17.4K
|
266
$24.8K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 1.99% |
$40.7K - $52.6K
|
29.6K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.52K- 4.3% |
$239K - $309K
|
78.3K
$7.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90New |
$6.11K - $7.89K
|
90
$8.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-432- 12.77% |
$29.3K - $37.9K
|
2.95K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-900- 13.04% |
$61.1K - $78.9K
|
6K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
10.2KNew |
$689K - $890K
|
10.2K
$946K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
150New |
$10.2K - $13.2K
|
150
$14K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.45KNew |
$98.2K - $127K
|
1.45K
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-106- 51.46% |
$7.19K - $9.29K
|
100
$9.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$407 - $526
|
6
$559
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
64+ 4.37% |
$4.34K - $5.61K
|
1.53K
$142K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.61K- 96.75% |
$109K - $141K
|
54
$5.03K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-283- 86.54% |
$19.2K - $24.8K
|
44
$4.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-920- 5.37% |
$62.4K - $80.7K
|
16.2K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
118New |
$8.01K - $10.3K
|
118
$11K
|