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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.96K- 81.03% |
$320K - $375K
|
926
$86.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
717+ 16.16% |
$57.9K - $68K
|
5.16K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
61+ 2.29% |
$4.93K - $5.78K
|
2.73K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
SELL
|
- |
-34.2K- 9.52% |
$2.76M - $3.24M
|
325K
$30.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 4.78% |
$5.33K - $6.25K
|
1.32K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
69New |
$5.58K - $6.54K
|
69
$6.43K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.64KNew |
$294K - $345K
|
3.64K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.33K
|
8.08K
$753K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
210+ 1.55% |
$17K - $19.9K
|
13.8K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 87.44% |
$73.1K - $85.8K
|
130
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$346K - $406K
|
4.28K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 2.38% |
$12.5K - $14.7K
|
6.68K
$622K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$80.8 - $94.8
|
203
$18.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$3.56K - $4.17K
|
44
$4.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
82+ 3.38% |
$6.63K - $7.77K
|
2.51K
$233K
|
|
| Q3 2024 | |||||||
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7+ 0.14% |
$525 - $588
|
5.05K
$471K
|
|
|
Jul 24, 2025
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.5K- 32.72% |
$113K - $126K
|
3.09K
$288K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.26KClosed |
$244K - $274K
|
0
$0
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
764New |
$57.3K - $64.2K
|
764
$71.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
16KNew |
$1.2M - $1.34M
|
16K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-16.2K- 86.63% |
$1.21M - $1.36M
|
2.5K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$193K - $217K
|
2.58K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
133KNew |
$9.96M - $11.2M
|
133K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.3KNew |
$697K - $782K
|
9.3K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.18K- 54.85% |
$88.6K - $99.3K
|
973
$90.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
146KNew |
$11M - $12.3M
|
146K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$375 - $420
|
5
$466
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.06K- 19.27% |
$304K - $341K
|
17K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.08KNew |
$306K - $343K
|
4.08K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.32K- 3.74% |
$324K - $363K
|
111K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.83KNew |
$287K - $322K
|
3.83K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
90New |
$6.75K - $7.56K
|
90
$8.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 80.0% |
$600 - $672
|
18
$1.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.85KNew |
$289K - $324K
|
3.85K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
222New |
$16.6K - $18.7K
|
222
$20.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-341- 0.31% |
$25.6K - $28.7K
|
109K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
32New |
$2.4K - $2.69K
|
32
$2.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-3.14K- 46.43% |
$236K - $264K
|
3.63K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.52KNew |
$189K - $212K
|
2.52K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
2.2K+ 24.18% |
$165K - $185K
|
11.3K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.7K+ 11.0% |
$502K - $563K
|
67.6K
$6.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-47K- 61.22% |
$3.52M - $3.95M
|
29.8K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.6K+ 8.82% |
$120K - $134K
|
19.7K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
5.94KNew |
$445K - $499K
|
5.94K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
82+ 4.68% |
$6.15K - $6.89K
|
1.84K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-9.33K- 12.56% |
$699K - $784K
|
64.9K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.43KNew |
$182K - $204K
|
2.43K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
34.1KNew |
$2.55M - $2.86M
|
34.1K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-15.2K- 99.86% |
$1.14M - $1.27M
|
22
$2.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 1.08% |
$450 - $504
|
559
$52.1K
|
|