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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
764+ 8.6% |
$48.7K - $60.3K
|
9.65K
$800K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
760+ 72.17% |
$48.5K - $60K
|
1.81K
$150K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
757+ 88.54% |
$48.3K - $59.7K
|
1.61K
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
746+ 16.32% |
$47.6K - $58.9K
|
5.32K
$441K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
715+ 1.85% |
$45.6K - $56.4K
|
39.3K
$3.26M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
669+ 2.62% |
$42.7K - $52.8K
|
26.3K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
668New |
$42.6K - $52.7K
|
668
$55.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
666+ 16.15% |
$42.5K - $52.6K
|
4.79K
$397K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
665+ 0.31% |
$42.4K - $52.5K
|
214K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
660+ 4.9% |
$42.1K - $52.1K
|
14.1K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
658+ 3.27% |
$42K - $51.9K
|
20.8K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
652+ 30.99% |
$41.6K - $51.4K
|
2.76K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
628+ 1.88% |
$40.1K - $49.6K
|
34.1K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
624+ 19.45% |
$39.8K - $49.2K
|
3.83K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
613New |
$39.1K - $48.4K
|
613
$50.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
609+ 2.38% |
$38.8K - $48.1K
|
26.2K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
605+ 19.54% |
$38.6K - $47.7K
|
3.7K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
602+ 4.18% |
$38.4K - $47.5K
|
15K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
600+ 20.94% |
$38.3K - $47.3K
|
3.47K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
571+ 0.65% |
$36.4K - $45.1K
|
89.1K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
560+ 1.1% |
$35.7K - $44.2K
|
51.4K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
536+ 2.89% |
$34.2K - $42.3K
|
19.1K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
534+ 8.33% |
$34.1K - $42.1K
|
6.94K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
520+ 0.62% |
$33.2K - $41K
|
84.7K
$7.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
515+ 4.63% |
$32.8K - $40.6K
|
11.6K
$965K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
515+ 4.93% |
$32.8K - $40.6K
|
11K
$908K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
513+ 12.31% |
$32.7K - $40.5K
|
4.68K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
506+ 0.48% |
$32.3K - $39.9K
|
105K
$8.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
506+ 44.31% |
$32.3K - $39.9K
|
1.65K
$137K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
483+ 6.0% |
$30.8K - $38.1K
|
8.54K
$708K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
482+ 14.55% |
$30.7K - $38K
|
3.79K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
467+ 11.87% |
$29.8K - $36.9K
|
4.4K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
466+ 11.99% |
$29.7K - $36.8K
|
4.35K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
451+ 1.3% |
$28.8K - $35.6K
|
35.1K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
439New |
$28K - $34.6K
|
439
$36.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
438+ 3.15% |
$27.9K - $34.6K
|
14.3K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
432+ 3.81% |
$27.6K - $34.1K
|
11.8K
$975K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
432+ 1.69% |
$27.6K - $34.1K
|
26K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
425+ 9.29% |
$27.1K - $33.5K
|
5K
$414K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
409+ 3.68% |
$26.1K - $32.3K
|
11.5K
$955K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
400+ 32.0% |
$25.5K - $31.6K
|
1.65K
$137K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
399+ 11.14% |
$25.4K - $31.5K
|
3.98K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
398+ 7.51% |
$25.4K - $31.4K
|
5.7K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
397+ 34.82% |
$25.3K - $31.3K
|
1.54K
$127K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
387+ 3.65% |
$24.7K - $30.5K
|
11K
$911K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
385+ 3.07% |
$24.6K - $30.4K
|
12.9K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
383+ 5.17% |
$24.4K - $30.2K
|
7.8K
$646K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
371+ 3.09% |
$23.7K - $29.3K
|
12.4K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
352+ 6.27% |
$22.5K - $27.8K
|
5.96K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
350+ 6.04% |
$22.3K - $27.6K
|
6.15K
$509K
|