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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 7.06% |
$3.12M - $3.43M
|
329K
$23.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-249- 13.8% |
$35.7K - $39.3K
|
1.56K
$113K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.64KNew |
$236K - $259K
|
1.64K
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
73K+ 2.56% |
$10.5M - $11.5M
|
2.92M
$211M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-55- 38.19% |
$7.89K - $8.69K
|
89
$6.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
37.7KNew |
$5.41M - $5.96M
|
37.7K
$2.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
47+ 0.58% |
$6.75K - $7.43K
|
8.2K
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
95+ 4.72% |
$13.6K - $15K
|
2.11K
$152K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
15New |
$2.15K - $2.37K
|
15
$1.08K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
123+ 3.04% |
$17.7K - $19.4K
|
4.17K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.43% |
$3.01K - $3.32K
|
842
$60.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-138- 5.86% |
$19.8K - $21.8K
|
2.22K
$160K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-57- 30.16% |
$8.18K - $9.01K
|
132
$9.54K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
28.9KNew |
$4.15M - $4.57M
|
28.9K
$2.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.56KNew |
$367K - $404K
|
2.56K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-17- 62.96% |
$2.44K - $2.69K
|
10
$723
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
5.29KNew |
$759K - $835K
|
5.29K
$382K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 66.67% |
$2.3K - $2.53K
|
8
$578
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.33KNew |
$335K - $368K
|
2.33K
$169K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
88+ 4.28% |
$12.6K - $13.9K
|
2.15K
$155K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$144 - $158
|
1
$72.3
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
315New |
$45.2K - $49.8K
|
315
$22.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$144 - $158
|
615
$44.5K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5.43K- 51.77% |
$759K - $880K
|
5.06K
$366K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366- 18.39% |
$51.1K - $59.3K
|
1.62K
$117K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-49.5K- 43.19% |
$6.91M - $8.02M
|
65.1K
$4.71M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 2.24% |
$4.19K - $4.86K
|
1.37K
$99.2K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14New |
$1.96K - $2.27K
|
14
$1.01K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.73K- 1.3% |
$241K - $280K
|
131K
$9.49M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.76KNew |
$245K - $285K
|
1.76K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$346K - $402K
|
2.48K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.79KNew |
$390K - $452K
|
2.79K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
900New |
$126K - $146K
|
900
$65.1K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-15K- 50.0% |
$2.1M - $2.43M
|
15K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
543New |
$75.9K - $88K
|
543
$39.3K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
462+ 3.47% |
$64.5K - $74.9K
|
13.8K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.66KNew |
$511K - $593K
|
3.66K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.41K- 42.21% |
$196K - $228K
|
1.93K
$139K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
473+ 23.5% |
$66.1K - $76.6K
|
2.49K
$180K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
78.9K+ 14.76% |
$11M - $12.8M
|
614K
$44.4M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-697- 32.22% |
$97.4K - $113K
|
1.47K
$106K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-994- 40.46% |
$139K - $161K
|
1.46K
$106K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
318+ 16.81% |
$44.4K - $51.5K
|
2.21K
$160K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$838 - $972
|
6
$434
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.36KNew |
$190K - $221K
|
1.36K
$98.5K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-241- 7.96% |
$33.7K - $39K
|
2.79K
$201K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-700- 33.65% |
$97.8K - $113K
|
1.38K
$99.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-184- 27.02% |
$25.7K - $29.8K
|
497
$35.9K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5- 1.37% |
$698 - $810
|
361
$26.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49New |
$6.84K - $7.94K
|
49
$3.54K
|
|