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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
79New |
$6.38K - $7.49K
|
79
$5.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
11+ 0.15% |
$889 - $1.04K
|
7.55K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
9.3K+ 100.0% |
$752K - $881K
|
18.6K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-4.5K- 56.16% |
$364K - $427K
|
3.52K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
46+ 0.26% |
$3.72K - $4.36K
|
17.6K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
498New |
$40.2K - $47.2K
|
498
$37.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27+ 1.1% |
$2.18K - $2.56K
|
2.48K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-40K- 13.48% |
$3.24M - $3.79M
|
257K
$19.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 0.56% |
$970 - $1.14K
|
2.14K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-244- 8.27% |
$19.7K - $23.1K
|
2.71K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.06% |
$2.42K - $2.84K
|
2.8K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.84KNew |
$229K - $269K
|
2.84K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$242K - $284K
|
3K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
12.4KNew |
$1M - $1.18M
|
12.4K
$925K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$566 - $663
|
7
$521
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10K+ 50.0% |
$808K - $948K
|
30K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 9.8% |
$23.4K - $27.4K
|
2.66K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
360+ 12.24% |
$29.1K - $34.1K
|
3.3K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.3KNew |
$185K - $217K
|
2.3K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.52KNew |
$122K - $144K
|
1.52K
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.85KNew |
$796K - $933K
|
9.85K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
168KNew |
$13.6M - $15.9M
|
168K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7- 0.29% |
$566 - $663
|
2.39K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.67KNew |
$216K - $253K
|
2.67K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$263K - $309K
|
3.26K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15New |
$1.21K - $1.42K
|
15
$1.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 36.84% |
$3.39K - $3.98K
|
72
$5.36K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
171New |
$13.8K - $16.2K
|
171
$12.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71KNew |
$300K - $352K
|
3.71K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
114New |
$9.21K - $10.8K
|
114
$8.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-990- 9.27% |
$80K - $93.8K
|
9.69K
$721K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-46- 1.8% |
$3.72K - $4.36K
|
2.51K
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-660- 12.34% |
$53.3K - $62.5K
|
4.69K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.32KNew |
$430K - $504K
|
5.32K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
3+ 0.12% |
$242 - $284
|
2.52K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
189KNew |
$15.3M - $17.9M
|
189K
$14.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600New |
$48.5K - $56.9K
|
600
$44.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 5.08% |
$10.1K - $11.8K
|
2.59K
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
114+ 2.66% |
$9.21K - $10.8K
|
4.4K
$327K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-77- 1.95% |
$6.22K - $7.3K
|
3.88K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
59+ 0.99% |
$4.77K - $5.59K
|
6.05K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.74K- 54.08% |
$221K - $259K
|
2.32K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
17+ 0.65% |
$1.37K - $1.61K
|
2.64K
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.1KNew |
$816K - $957K
|
10.1K
$752K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95New |
$7.68K - $9K
|
95
$7.08K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
71.7KNew |
$5.8M - $6.8M
|
71.7K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 10.11% |
$1.56M - $1.83M
|
171K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
351New |
$28.4K - $33.3K
|
351
$26.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 23.81% |
$3.23K - $3.79K
|
208
$15.5K
|