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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
77+ 427.78% |
$5.22K - $6.75K
|
95
$7.08K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 7.13% |
$5.16K - $6.66K
|
1.14K
$85.1K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
74+ 2.48% |
$5.02K - $6.49K
|
3.05K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
74+ 185.0% |
$5.02K - $6.49K
|
114
$8.49K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72+ 1.86% |
$4.89K - $6.31K
|
3.94K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
70+ 1.52% |
$4.75K - $6.14K
|
4.66K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
69New |
$4.68K - $6.05K
|
69
$5.14K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
66+ 2.18% |
$4.48K - $5.79K
|
3.1K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
64+ 4.37% |
$4.34K - $5.61K
|
1.53K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
52New |
$3.53K - $4.56K
|
52
$3.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
52+ 7.98% |
$3.53K - $4.56K
|
704
$52.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
52+ 1.47% |
$3.53K - $4.56K
|
3.59K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
51+ 1.48% |
$3.46K - $4.47K
|
3.49K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
46New |
$3.12K - $4.03K
|
46
$3.43K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
46+ 2.96% |
$3.12K - $4.03K
|
1.6K
$119K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
44+ 5.37% |
$2.99K - $3.86K
|
864
$64.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 40.0% |
$2.71K - $3.51K
|
140
$10.4K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
39+ 54.17% |
$2.65K - $3.42K
|
111
$8.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
37+ 0.8% |
$2.51K - $3.24K
|
4.64K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
34+ 0.17% |
$2.31K - $2.98K
|
20.1K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
33+ 0.75% |
$2.24K - $2.89K
|
4.44K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
33+ 1.17% |
$2.24K - $2.89K
|
2.85K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31+ 0.15% |
$2.1K - $2.72K
|
20.8K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
30+ 0.74% |
$2.04K - $2.63K
|
4.08K
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30New |
$2.04K - $2.63K
|
30
$2.23K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.72% |
$1.97K - $2.54K
|
4.07K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28+ 0.73% |
$1.9K - $2.45K
|
3.84K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$1.9K - $2.45K
|
28
$2.09K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 6.75% |
$1.83K - $2.37K
|
427
$31.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
27+ 0.42% |
$1.83K - $2.37K
|
6.4K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
25+ 0.76% |
$1.7K - $2.19K
|
3.3K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
25+ 0.46% |
$1.7K - $2.19K
|
5.45K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
24+ 1.32% |
$1.63K - $2.1K
|
1.84K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 4.99% |
$1.56K - $2.02K
|
484
$36.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.74% |
$1.42K - $1.84K
|
2.84K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.22K - $1.58K
|
8.42K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
18+ 0.62% |
$1.22K - $1.58K
|
2.93K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
16+ 0.26% |
$1.09K - $1.4K
|
6.13K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
16+ 0.53% |
$1.09K - $1.4K
|
3.03K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
15+ 0.5% |
$1.02K - $1.32K
|
3.02K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15New |
$1.02K - $1.32K
|
15
$1.12K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 6.25% |
$1.02K - $1.32K
|
255
$19K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
14New |
$950 - $1.23K
|
14
$1.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14+ 6.17% |
$950 - $1.23K
|
241
$18K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 8.28% |
$814 - $1.05K
|
157
$11.7K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
11+ 0.28% |
$746 - $964
|
4K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$746 - $964
|
11
$819
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.26% |
$679 - $877
|
3.81K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.16% |
$611 - $789
|
5.61K
$418K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 0.4% |
$543 - $701
|
2.03K
$151K
|