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 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8+ 0.12% |
$543 - $701
|
6.43K
$479K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.74% |
$543 - $701
|
1.08K
$80.6K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7+ 2.03% |
$475 - $614
|
352
$26.2K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.95% |
$475 - $614
|
184
$13.7K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6+ 12.5% |
$407 - $526
|
54
$4.02K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$407 - $526
|
6
$447
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.18% |
$407 - $526
|
3.25K
$242K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 0.08% |
$407 - $526
|
7.59K
$565K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$407 - $526
|
6
$447
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5+ 0.13% |
$339 - $438
|
3.93K
$293K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.27% |
$339 - $438
|
1.84K
$137K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.75% |
$339 - $438
|
671
$50K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4New |
$271 - $351
|
4
$298
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.09% |
$271 - $351
|
4.29K
$320K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$204 - $263
|
3
$223
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.31% |
$136 - $175
|
638
$47.5K
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
2+ 0.85% |
$136 - $175
|
236
$17.6K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2+ 0.04% |
$136 - $175
|
4.72K
$351K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$136 - $175
|
2
$149
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.11% |
$67.9 - $87.7
|
91
$6.78K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.02% |
$67.9 - $87.7
|
6.31K
$470K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1+ 0.03% |
$67.9 - $87.7
|
3.26K
$243K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$67.9 - $87.7
|
1.09K
$81.2K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.55% |
$67.9 - $87.7
|
182
$13.6K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$67.9 - $87.7
|
1
$74.5
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.96M+ 357.58% |
$563M - $660M
|
8.91M
$664M
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.58MNew |
$128M - $150M
|
1.58M
$118M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
254K+ 10.06% |
$20.5M - $24M
|
2.77M
$207M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
223KNew |
$18M - $21.1M
|
223K
$16.6M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
189KNew |
$15.3M - $17.9M
|
189K
$14.1M
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
188KNew |
$15.2M - $17.8M
|
188K
$14M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
168KNew |
$13.6M - $15.9M
|
168K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
139K+ 78.05% |
$11.3M - $13.2M
|
318K
$23.7M
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
114KNew |
$9.19M - $10.8M
|
114K
$8.48M
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
113KNew |
$9.1M - $10.7M
|
113K
$8.39M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
92KNew |
$7.43M - $8.72M
|
92K
$6.85M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
91.8K+ 23.44% |
$7.42M - $8.7M
|
483K
$36M
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
82.7KNew |
$6.68M - $7.84M
|
82.7K
$6.16M
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
80.1K+ 1513.44% |
$6.47M - $7.59M
|
85.4K
$6.36M
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
71.7KNew |
$5.8M - $6.8M
|
71.7K
$5.34M
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
70.5KNew |
$5.7M - $6.68M
|
70.5K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
70KNew |
$5.66M - $6.63M
|
70K
$5.21M
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
69.6KNew |
$5.63M - $6.6M
|
69.6K
$5.19M
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
52.4KNew |
$4.23M - $4.96M
|
52.4K
$3.9M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
40.5KNew |
$3.28M - $3.84M
|
40.5K
$3.02M
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
39.4KNew |
$3.19M - $3.74M
|
39.4K
$2.94M
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$3.13M - $3.67M
|
38.7K
$2.88M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.9KNew |
$2.57M - $3.02M
|
31.9K
$2.37M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
19.8K+ 24.47% |
$1.6M - $1.87M
|
101K
$7.49M
|