Latest Institutional Purchases of Sempra Energy (SRE)
This list provides information on the latest institutional transactions involving Sempra Energy (SRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
168K+ 377.41% |
$15M - $15.8M
|
212K
$19.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
17.4K+ 190.12% |
$1.55M - $1.64M
|
26.6K
$2.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.6KNew |
$1.39M - $1.46M
|
15.6K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.4K+ 14.99% |
$1.29M - $1.36M
|
111K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.51KNew |
$670K - $706K
|
7.51K
$691K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.45KNew |
$665K - $700K
|
7.45K
$685K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.61K+ 2.68% |
$590K - $621K
|
253K
$23.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.39K+ 3.85% |
$570K - $600K
|
172K
$15.8M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$220K - $232K
|
2.47K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.38KNew |
$213K - $224K
|
2.38K
$219K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.32K+ 10.89% |
$207K - $218K
|
23.7K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.27KNew |
$202K - $213K
|
2.27K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.78K+ 264.0% |
$159K - $168K
|
2.46K
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.68K+ 8.17% |
$150K - $158K
|
22.2K
$2.04M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.63K+ 13.72% |
$145K - $153K
|
13.5K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 0.86% |
$95.6K - $101K
|
125K
$11.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.05K+ 6.0% |
$93.7K - $98.7K
|
18.6K
$1.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
756+ 23.41% |
$67.5K - $71.1K
|
3.99K
$367K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
683+ 22.84% |
$61K - $64.2K
|
3.67K
$338K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
674+ 40.63% |
$60.2K - $63.4K
|
2.33K
$215K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
648+ 22.55% |
$57.8K - $60.9K
|
3.52K
$324K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
483+ 6.09% |
$43.1K - $45.4K
|
8.42K
$774K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
406+ 1.08% |
$36.2K - $38.2K
|
38.2K
$3.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
400New |
$35.7K - $37.6K
|
400
$36.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
399+ 2.3% |
$35.6K - $37.5K
|
17.8K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
381+ 0.04% |
$34K - $35.8K
|
928K
$85.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
360+ 58.44% |
$32.1K - $33.8K
|
976
$89.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
341+ 121.35% |
$30.4K - $32.1K
|
622
$57.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
337+ 12.54% |
$30.1K - $31.7K
|
3.02K
$278K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
253+ 3.83% |
$22.6K - $23.8K
|
6.86K
$631K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
229+ 3.38% |
$20.4K - $21.5K
|
7K
$644K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
215+ 4.69% |
$19.2K - $20.2K
|
4.8K
$442K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
198+ 6.13% |
$17.7K - $18.6K
|
3.43K
$315K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
177+ 4.73% |
$15.8K - $16.6K
|
3.92K
$361K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169+ 0.73% |
$15.1K - $15.9K
|
23.4K
$2.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
139+ 17.84% |
$12.4K - $13.1K
|
918
$84.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
124+ 1.39% |
$11.1K - $11.7K
|
9.05K
$832K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
116+ 2.29% |
$10.4K - $10.9K
|
5.19K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
106+ 2.27% |
$9.46K - $9.97K
|
4.78K
$439K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 1.45% |
$8.93K - $9.4K
|
7.02K
$646K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
90+ 2.04% |
$8.03K - $8.46K
|
4.5K
$414K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
86+ 0.42% |
$7.68K - $8.08K
|
20.5K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72+ 423.53% |
$6.43K - $6.77K
|
89
$8.19K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 3.76% |
$5.89K - $6.2K
|
1.82K
$168K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 36.21% |
$5.62K - $5.92K
|
237
$21.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
56+ 1.07% |
$5K - $5.26K
|
5.29K
$486K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
42+ 0.8% |
$3.75K - $3.95K
|
5.26K
$484K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
40New |
$3.57K - $3.76K
|
40
$3.68K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34+ 11.41% |
$3.03K - $3.2K
|
332
$30.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
33+ 0.8% |
$2.95K - $3.1K
|
4.16K
$382K
|
|