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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
261+ 4.76% |
$17.7K - $22.9K
|
5.74K
$428K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
257+ 1.27% |
$17.4K - $22.5K
|
20.4K
$1.52M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
254+ 1.4% |
$17.2K - $22.3K
|
18.4K
$1.37M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
249New |
$16.9K - $21.8K
|
249
$18.5K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
246+ 73.65% |
$16.7K - $21.6K
|
580
$43.2K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
246+ 1.51% |
$16.7K - $21.6K
|
16.5K
$1.23M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
242+ 5.59% |
$16.4K - $21.2K
|
4.57K
$341K
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
241+ 1.0% |
$16.4K - $21.1K
|
24.2K
$1.8M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
218+ 7.88% |
$14.8K - $19.1K
|
2.98K
$222K
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
212+ 0.12% |
$14.4K - $18.6K
|
176K
$13.1M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
207+ 6.35% |
$14K - $18.1K
|
3.47K
$258K
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
201+ 7.6% |
$13.6K - $17.6K
|
2.84K
$212K
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
200+ 4.62% |
$13.6K - $17.5K
|
4.53K
$337K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
200+ 0.8% |
$13.6K - $17.5K
|
25.2K
$1.87M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
200+ 7.55% |
$13.6K - $17.5K
|
2.85K
$212K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
197New |
$13.4K - $17.3K
|
197
$14.7K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
185+ 6.42% |
$12.6K - $16.2K
|
3.07K
$229K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
184+ 1840.0% |
$12.5K - $16.1K
|
194
$14.5K
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
183+ 6.25% |
$12.4K - $16K
|
3.11K
$232K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
182New |
$12.3K - $16K
|
182
$13.6K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
181+ 348.08% |
$12.3K - $15.9K
|
233
$17.4K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
180New |
$12.2K - $15.8K
|
180
$13.4K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
180+ 20.81% |
$12.2K - $15.8K
|
1.05K
$77.8K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
179+ 2.17% |
$12.1K - $15.7K
|
8.43K
$628K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
177New |
$12K - $15.5K
|
177
$13.2K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
176+ 20.54% |
$11.9K - $15.4K
|
1.03K
$76.9K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
172New |
$11.7K - $15.1K
|
172
$12.8K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
170+ 1.64% |
$11.5K - $14.9K
|
10.5K
$784K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
167+ 2.3% |
$11.3K - $14.6K
|
7.42K
$552K
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
158+ 3.27% |
$10.7K - $13.9K
|
4.99K
$371K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
153+ 283.33% |
$10.4K - $13.4K
|
207
$15.4K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
150New |
$10.2K - $13.2K
|
150
$11.2K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 2.0% |
$9.77K - $12.6K
|
7.33K
$546K
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
143+ 1.28% |
$9.7K - $12.5K
|
11.3K
$844K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
142New |
$9.63K - $12.4K
|
142
$10.6K
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
140+ 48.28% |
$9.5K - $12.3K
|
430
$32K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
140+ 4666.67% |
$9.5K - $12.3K
|
143
$10.7K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
133+ 1.66% |
$9.02K - $11.7K
|
8.17K
$609K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
118New |
$8.01K - $10.3K
|
118
$8.79K
|
|
May 15, 2025
Q1 2025
|
Presima Inc.
|
BUY
|
- |
117+ 2.07% |
$7.94K - $10.3K
|
5.77K
$430K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110+ 3.28% |
$7.46K - $9.64K
|
3.47K
$258K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109+ 2.0% |
$7.4K - $9.56K
|
5.55K
$413K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
108+ 5400.0% |
$7.33K - $9.47K
|
110
$8.19K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
102+ 1.89% |
$6.92K - $8.94K
|
5.51K
$410K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
99+ 0.33% |
$6.72K - $8.68K
|
29.7K
$2.21M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
93+ 320.69% |
$6.31K - $8.15K
|
122
$9.09K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90New |
$6.11K - $7.89K
|
90
$6.7K
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
89+ 93.68% |
$6.04K - $7.8K
|
184
$13.7K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
81New |
$5.5K - $7.1K
|
81
$6.03K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
80+ 7.77% |
$5.43K - $7.01K
|
1.11K
$82.6K
|