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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.6MNew |
$130M - $152M
|
1.6M
$133M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
356KNew |
$28.8M - $33.7M
|
356K
$29.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
353KNew |
$28.5M - $33.4M
|
353K
$29.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
157K+ 8.51% |
$12.7M - $14.8M
|
2M
$166M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
73.7K+ 11.05% |
$5.95M - $6.98M
|
741K
$61.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
51KNew |
$4.12M - $4.84M
|
51K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
31.5K+ 177.16% |
$2.55M - $2.99M
|
49.3K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
26.8K+ 2.57% |
$2.17M - $2.54M
|
1.07M
$88.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.8K+ 633.44% |
$2.09M - $2.45M
|
29.9K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
25.1K+ 8.25% |
$2.02M - $2.37M
|
329K
$27.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20.2KNew |
$1.63M - $1.91M
|
20.2K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.3K+ 28.71% |
$1.56M - $1.83M
|
86.4K
$7.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
19KNew |
$1.54M - $1.8M
|
19K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
17.5K+ 1.21% |
$1.41M - $1.66M
|
1.46M
$121M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
17.4K+ 2.3% |
$1.41M - $1.65M
|
775K
$64.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.8KNew |
$1.2M - $1.4M
|
14.8K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
13.7KNew |
$1.1M - $1.29M
|
13.7K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.5K+ 26.22% |
$1.09M - $1.28M
|
65K
$5.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 4.82% |
$1.08M - $1.26M
|
290K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9K+ 410.43% |
$963K - $1.13M
|
14.8K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4K+ 51.15% |
$836K - $981K
|
30.6K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.36K+ 6.48% |
$675K - $792K
|
137K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.21K+ 29.71% |
$663K - $778K
|
35.8K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.48K+ 61.89% |
$605K - $709K
|
19.6K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.28K+ 14.55% |
$588K - $690K
|
57.3K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7KNew |
$566K - $664K
|
7K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
7KNew |
$566K - $663K
|
7K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.54KNew |
$529K - $620K
|
6.54K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.09KNew |
$492K - $577K
|
6.09K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.8K+ 4.84% |
$469K - $550K
|
126K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
5.72KNew |
$462K - $542K
|
5.72K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.45K+ 3.01% |
$441K - $517K
|
187K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.42K+ 47.43% |
$438K - $514K
|
16.8K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$427K - $501K
|
5.29K
$439K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
5K+ 30.49% |
$404K - $474K
|
21.4K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.92K+ 24.4% |
$398K - $467K
|
25.1K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.41KNew |
$356K - $417K
|
4.41K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$346K - $406K
|
4.28K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.23K+ 5.42% |
$341K - $400K
|
82.2K
$6.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.1KNew |
$331K - $388K
|
4.1K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.99KNew |
$323K - $378K
|
3.99K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.96K+ 5.11% |
$320K - $375K
|
81.5K
$6.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.75K+ 132.74% |
$303K - $355K
|
6.58K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.65K+ 24.11% |
$295K - $346K
|
18.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.64KNew |
$294K - $345K
|
3.64K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
3.5K+ 3.37% |
$283K - $332K
|
107K
$8.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.5K+ 19.4% |
$283K - $331K
|
21.5K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.38KNew |
$273K - $320K
|
3.38K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.35K+ 41.17% |
$271K - $317K
|
11.5K
$952K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.16K+ 5.57% |
$256K - $300K
|
60K
$4.97M
|