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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
778+ 22.96% |
$52.8K - $68.2K
|
4.17K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
275K+ 83.59% |
$18.6M - $24.1M
|
604K
$45M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.51K+ 7.64% |
$510K - $659K
|
106K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 14.19% |
$104K - $134K
|
12.3K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
295K+ 91.99% |
$20M - $25.9M
|
616K
$45.9M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-493K- 49.12% |
$33.5M - $43.2M
|
511K
$38.1M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-23.5K- 23.52% |
$1.59M - $2.06M
|
76.4K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.19K+ 12.37% |
$352K - $455K
|
47.2K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.1KNew |
$752K - $972K
|
11.1K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.64KNew |
$315K - $407K
|
4.64K
$345K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
263K+ 40.09% |
$17.8M - $23M
|
918K
$68.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
260K+ 15.55% |
$17.6M - $22.8M
|
1.93M
$144M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-10.8K- 4.87% |
$736K - $951K
|
212K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-957- 11.16% |
$64.9K - $83.9K
|
7.62K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-385- 8.0% |
$26.1K - $33.8K
|
4.43K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 23.51% |
$98.8K - $128K
|
7.65K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109+ 2.0% |
$7.4K - $9.56K
|
5.55K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-257K- 46.99% |
$17.4M - $22.5M
|
290K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-39.9K- 24.96% |
$2.71M - $3.5M
|
120K
$8.93M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.04M- 14.6% |
$139M - $179M
|
11.9M
$890M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-28.9K- 31.52% |
$1.96M - $2.53M
|
62.8K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.2K- 9.25% |
$964K - $1.25M
|
139K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
438K+ 3.35% |
$29.7M - $38.4M
|
13.5M
$1.01B
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
11.3K+ 41.39% |
$767K - $991K
|
38.6K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
529+ 17.2% |
$35.9K - $46.4K
|
3.61K
$269K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-108K- 37.51% |
$7.33M - $9.47M
|
180K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
141K+ 39.86% |
$9.54M - $12.3M
|
494K
$36.8M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.31% |
$136 - $175
|
638
$47.5K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-122- 30.65% |
$8.28K - $10.7K
|
276
$20.6K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-27.6K- 93.61% |
$1.87M - $2.42M
|
1.88K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
16.5K+ 50.34% |
$1.12M - $1.45M
|
49.3K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.88K- 62.18% |
$331K - $428K
|
2.97K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
328+ 3.11% |
$22.3K - $28.8K
|
10.9K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.23K- 8.18% |
$151K - $195K
|
25K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
927+ 5.45% |
$62.9K - $81.3K
|
17.9K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-913- 0.83% |
$61.9K - $80K
|
110K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
50.5KNew |
$3.43M - $4.43M
|
50.5K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-37- 1.15% |
$2.51K - $3.24K
|
3.19K
$238K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-305K- 11.28% |
$20.7M - $26.7M
|
2.4M
$179M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 26.4% |
$263K - $340K
|
10.8K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
292K+ 114.12% |
$19.8M - $25.6M
|
548K
$40.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 1908.96% |
$7.7M - $9.95M
|
119K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
48.7MNew |
$3.3B - $4.27B
|
48.7M
$3.63B
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
341+ 2.6% |
$23.1K - $29.9K
|
13.5K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-50.7K- 3.6% |
$3.44M - $4.44M
|
1.36M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28.7K+ 145.71% |
$1.95M - $2.51M
|
48.4K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
88.2K+ 16.55% |
$5.99M - $7.73M
|
621K
$46.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
207K+ 7.55% |
$14M - $18.1M
|
2.95M
$220M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
CALL |
-15K- 33.33% |
$1.02M - $1.32M
|
30K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-63.4K- 0.88% |
$4.3M - $5.56M
|
7.12M
$530M
|