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 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.37KNew |
$192K - $225K
|
2.37K
$177K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.36K+ 6.2% |
$191K - $223K
|
40.4K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.36KNew |
$190K - $223K
|
2.36K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.33KNew |
$188K - $221K
|
2.33K
$174K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.32KNew |
$187K - $220K
|
2.32K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.3KNew |
$186K - $218K
|
2.3K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.3KNew |
$185K - $217K
|
2.3K
$171K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.29KNew |
$185K - $217K
|
2.29K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.29KNew |
$185K - $217K
|
2.29K
$171K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.16K+ 77.85% |
$175K - $205K
|
4.94K
$368K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.86KNew |
$150K - $176K
|
1.86K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.52KNew |
$122K - $144K
|
1.52K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.34KNew |
$109K - $127K
|
1.34K
$100K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 3.14% |
$100K - $118K
|
40.9K
$3.04M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.03KNew |
$83.2K - $97.5K
|
1.03K
$76.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
990+ 11.66% |
$80K - $93.8K
|
9.48K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
968+ 128.38% |
$78.2K - $91.7K
|
1.72K
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
902+ 6.52% |
$72.9K - $85.5K
|
14.7K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
872New |
$70.5K - $82.6K
|
872
$65K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
828+ 15.54% |
$66.9K - $78.5K
|
6.16K
$458K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
812New |
$65.6K - $77K
|
812
$60.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
717+ 16.16% |
$57.9K - $68K
|
5.16K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
646+ 24.48% |
$52.2K - $61.2K
|
3.29K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600New |
$48.5K - $56.9K
|
600
$44.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
556+ 7.95% |
$44.9K - $52.7K
|
7.55K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
515New |
$41.6K - $48.8K
|
515
$38.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
498New |
$40.2K - $47.2K
|
498
$37.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
399New |
$32.2K - $37.8K
|
399
$29.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
366+ 8.59% |
$29.6K - $34.7K
|
4.63K
$345K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
364New |
$29.4K - $34.5K
|
364
$27.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
360+ 12.24% |
$29.1K - $34.1K
|
3.3K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
351New |
$28.4K - $33.3K
|
351
$26.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
350+ 14.06% |
$28.3K - $33.2K
|
2.84K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
335+ 3.2% |
$27.1K - $31.7K
|
10.8K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$22.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$22.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
228New |
$18.4K - $21.6K
|
228
$17K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
226New |
$18.3K - $21.4K
|
226
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
216New |
$17.5K - $20.5K
|
216
$16.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
210+ 1.55% |
$17K - $19.9K
|
13.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
205+ 5.86% |
$16.6K - $19.4K
|
3.7K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
200New |
$16.2K - $19K
|
200
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
171New |
$13.8K - $16.2K
|
171
$12.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
165+ 6.89% |
$13.3K - $15.6K
|
2.56K
$191K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 2.38% |
$12.5K - $14.7K
|
6.68K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
148+ 120.33% |
$12K - $14K
|
271
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
148+ 148.0% |
$12K - $14K
|
248
$18.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
126+ 5.01% |
$10.2K - $11.9K
|
2.64K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 5.08% |
$10.1K - $11.8K
|
2.59K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$9.7K - $11.4K
|
120
$8.94K
|