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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
19KNew |
$1.53M - $1.8M
|
19K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
18.8KNew |
$1.52M - $1.78M
|
18.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.3M - $1.53M
|
16.1K
$1.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 13.26% |
$1.28M - $1.5M
|
135K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.8KNew |
$1.2M - $1.4M
|
14.8K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
14.3K+ 52.59% |
$1.16M - $1.36M
|
41.6K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
13KNew |
$1.05M - $1.23M
|
13K
$966K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
12.4KNew |
$1M - $1.18M
|
12.4K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
11KNew |
$889K - $1.04M
|
11K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$827K - $970K
|
10.2K
$763K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.1KNew |
$816K - $957K
|
10.1K
$752K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10K+ 50.0% |
$808K - $948K
|
30K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.85KNew |
$796K - $933K
|
9.85K
$733K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
9.3K+ 100.0% |
$752K - $881K
|
18.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
8.91KNew |
$720K - $845K
|
8.91K
$664K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
8.88KNew |
$717K - $841K
|
8.88K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
7.58KNew |
$613K - $719K
|
7.58K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
7KNew |
$566K - $663K
|
7K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
BUY
|
- |
6.8KNew |
$550K - $644K
|
6.8K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.32KNew |
$430K - $504K
|
5.32K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$427K - $501K
|
5.29K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.26KNew |
$425K - $498K
|
5.26K
$392K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.9KNew |
$396K - $465K
|
4.9K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.86KNew |
$393K - $461K
|
4.86K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
4.58KNew |
$370K - $434K
|
4.58K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.52K+ 50.39% |
$365K - $428K
|
13.5K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
4.38KNew |
$354K - $415K
|
4.38K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$346K - $406K
|
4.28K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.95KNew |
$319K - $374K
|
3.95K
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71KNew |
$300K - $352K
|
3.71K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.64KNew |
$294K - $345K
|
3.64K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$263K - $309K
|
3.26K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.22KNew |
$260K - $305K
|
3.22K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.19KNew |
$258K - $303K
|
3.19K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$242K - $284K
|
3K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.94KNew |
$237K - $278K
|
2.94K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.84KNew |
$229K - $269K
|
2.84K
$211K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.76KNew |
$223K - $262K
|
2.76K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.75KNew |
$222K - $261K
|
2.75K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.73KNew |
$220K - $258K
|
2.73K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.67KNew |
$216K - $253K
|
2.67K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.64KNew |
$213K - $250K
|
2.64K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.59KNew |
$209K - $245K
|
2.59K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.56KNew |
$207K - $243K
|
2.56K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.52KNew |
$203K - $238K
|
2.52K
$187K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.45K+ 33.4% |
$198K - $232K
|
9.8K
$730K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.44KNew |
$197K - $232K
|
2.44K
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.43KNew |
$196K - $230K
|
2.43K
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.4KNew |
$194K - $227K
|
2.4K
$179K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.38KNew |
$193K - $226K
|
2.38K
$178K
|