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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-91- 16.37% |
$6.75K - $8.19K
|
465
$43.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
72+ 0.2% |
$5.34K - $6.48K
|
36.2K
$3.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57- 2.71% |
$4.23K - $5.13K
|
2.05K
$191K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.3% |
$1.26K - $1.53K
|
5.61K
$523K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.91K- 44.42% |
$215K - $261K
|
3.64K
$339K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-111- 1.05% |
$8.23K - $9.99K
|
10.5K
$977K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.56KNew |
$190K - $231K
|
2.56K
$239K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10+ 0.92% |
$741 - $900
|
1.1K
$103K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-2K- 3.57% |
$148K - $180K
|
54.1K
$5.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.63KNew |
$195K - $237K
|
2.63K
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
45New |
$3.34K - $4.05K
|
45
$4.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5+ 0.03% |
$371 - $450
|
18.2K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
809+ 0.56% |
$60K - $72.8K
|
144K
$13.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
914+ 9.38% |
$67.8K - $82.2K
|
10.7K
$993K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
62+ 1.5% |
$4.6K - $5.58K
|
4.19K
$390K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40+ 1.25% |
$2.97K - $3.6K
|
3.23K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.13K- 9.47% |
$83.5K - $101K
|
10.8K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 0.87% |
$2.67K - $3.24K
|
4.15K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-84- 2.2% |
$6.23K - $7.56K
|
3.73K
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.7K- 4.32% |
$126K - $153K
|
37.7K
$3.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-288- 8.46% |
$21.4K - $25.9K
|
3.12K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75+ 2.06% |
$5.56K - $6.75K
|
3.72K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.35K- 39.09% |
$174K - $211K
|
3.65K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
71+ 2.43% |
$5.26K - $6.39K
|
2.99K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
106+ 1.32% |
$7.86K - $9.54K
|
8.14K
$758K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200- 0.87% |
$14.8K - $18K
|
22.9K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-68- 0.66% |
$5.04K - $6.12K
|
10.3K
$957K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17.3K+ 6.0% |
$1.28M - $1.55M
|
305K
$28.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 2.04% |
$25.9K - $31.5K
|
17.5K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.76K+ 7.33% |
$279K - $338K
|
55K
$5.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 0.61% |
$3.11K - $3.78K
|
6.91K
$644K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.84K+ 31.15% |
$507K - $615K
|
28.8K
$2.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 37.8% |
$88.1K - $107K
|
4.33K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
9+ 0.32% |
$667 - $810
|
2.79K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-7.79K- 41.25% |
$577K - $701K
|
11.1K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
33+ 0.87% |
$2.45K - $2.97K
|
3.83K
$357K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
748+ 9.59% |
$55.5K - $67.3K
|
8.55K
$796K
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-5.5K- 28.74% |
$408K - $495K
|
13.6K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.04% |
$297 - $360
|
9.87K
$920K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.41K+ 109.59% |
$104K - $126K
|
2.69K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-46- 0.99% |
$3.41K - $4.14K
|
4.59K
$427K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17New |
$1.26K - $1.53K
|
17
$1.58K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-100- 3.57% |
$7.41K - $9K
|
2.7K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
218+ 0.46% |
$16.2K - $19.6K
|
48.1K
$4.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 77.49% |
$274K - $332K
|
8.46K
$788K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-36- 5.52% |
$2.67K - $3.24K
|
616
$57.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.48K- 7.28% |
$481K - $583K
|
82.6K
$7.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.97% |
$74.1 - $90
|
102
$9.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.29KNew |
$169K - $206K
|
2.29K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-998- 23.92% |
$74K - $89.8K
|
3.18K
$296K
|