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 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
16.1K+ 169.87% |
$1.3M - $1.53M
|
25.6K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 0.64% |
$8.73K - $10.2K
|
17K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
93+ 0.37% |
$7.52K - $8.81K
|
25.1K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.95KNew |
$239K - $280K
|
2.95K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
19K+ 46.22% |
$1.53M - $1.8M
|
60K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.94K- 1.88% |
$238K - $279K
|
154K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.61K+ 2.58% |
$454K - $532K
|
223K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5+ 0.13% |
$404 - $474
|
3.92K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.86KNew |
$393K - $461K
|
4.86K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
655KNew |
$53M - $62.1M
|
655K
$46.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$9.7K - $11.4K
|
120
$8.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
498KNew |
$40.3M - $47.2M
|
498K
$35.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
21.9K+ 837.14% |
$1.77M - $2.08M
|
24.6K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
85+ 2.15% |
$6.87K - $8.06K
|
4.04K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 1.31% |
$2.59K - $3.03K
|
2.48K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
722+ 8.26% |
$58.3K - $68.4K
|
9.46K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
556+ 7.95% |
$44.9K - $52.7K
|
7.55K
$537K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.5K- 0.64% |
$1.57M - $1.85M
|
3.01M
$214M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 0.23% |
$3.72K - $4.36K
|
20.1K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-570- 2.04% |
$46.1K - $54K
|
27.4K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 3.57% |
$1.55M - $1.81M
|
556K
$39.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.98KNew |
$402K - $472K
|
4.98K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-48.7K- 15.99% |
$3.94M - $4.62M
|
256K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$3.23K - $3.79K
|
40
$2.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
490K+ 0.78% |
$39.6M - $46.5M
|
63M
$4.48B
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-184- 1.2% |
$14.9K - $17.4K
|
15.2K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
92KNew |
$7.43M - $8.72M
|
92K
$6.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
36New |
$2.91K - $3.41K
|
36
$2.56K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-823- 21.64% |
$66.5K - $78K
|
2.98K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.52K+ 50.39% |
$365K - $428K
|
13.5K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
434+ 9.91% |
$35.1K - $41.1K
|
4.81K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-303K- 46.18% |
$24.5M - $28.7M
|
353K
$25.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.44KNew |
$197K - $232K
|
2.44K
$174K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
11.8K+ 3.0% |
$950K - $1.11M
|
404K
$28.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
654+ 9.46% |
$52.8K - $62K
|
7.57K
$538K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-200- 5.56% |
$16.2K - $19K
|
3.4K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
39.9K+ 28.98% |
$3.23M - $3.79M
|
178K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-17.7K- 5.34% |
$1.43M - $1.67M
|
313K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
55+ 0.66% |
$4.44K - $5.21K
|
8.41K
$598K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
18.9K+ 29.35% |
$1.53M - $1.8M
|
83.5K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.58K+ 198.19% |
$451K - $529K
|
8.39K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$3.13M - $3.67M
|
38.7K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-62- 1.69% |
$5.01K - $5.88K
|
3.61K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.65KNew |
$214K - $251K
|
2.65K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-266- 8.18% |
$21.5K - $25.2K
|
2.98K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$185K - $217K
|
2.29K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
272K+ 409.34% |
$22M - $25.8M
|
338K
$24M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-975- 2.78% |
$78.8K - $92.4K
|
34K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-599- 99.5% |
$48.4K - $56.8K
|
3
$213
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
114New |
$9.21K - $10.8K
|
114
$8.1K
|