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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
349+ 2.27% |
$22.3K - $27.5K
|
15.8K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
344+ 4.1% |
$21.9K - $27.1K
|
8.74K
$725K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
339+ 78.47% |
$21.6K - $26.8K
|
771
$63.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
339+ 10.34% |
$21.6K - $26.8K
|
3.62K
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
335+ 4.92% |
$21.4K - $26.4K
|
7.14K
$592K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
321+ 16.9% |
$20.5K - $25.3K
|
2.22K
$184K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
316New |
$20.2K - $24.9K
|
316
$26.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.88% |
$19.1K - $23.7K
|
34.4K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300+ 230.77% |
$19.1K - $23.7K
|
430
$35.6K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
299+ 245.08% |
$19.1K - $23.6K
|
421
$34.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
298+ 8.28% |
$19K - $23.5K
|
3.9K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
292+ 2.56% |
$18.6K - $23K
|
11.7K
$969K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
292+ 10.05% |
$18.6K - $23K
|
3.2K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 20.52% |
$18.6K - $23K
|
1.72K
$142K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
289+ 15.34% |
$18.4K - $22.8K
|
2.17K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
259+ 3.74% |
$16.5K - $20.4K
|
7.18K
$595K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
258+ 13.98% |
$16.5K - $20.4K
|
2.1K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
257New |
$16.4K - $20.3K
|
257
$21.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
252+ 2.71% |
$16.1K - $19.9K
|
9.56K
$793K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
251+ 5.6% |
$16K - $19.8K
|
4.74K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
246+ 2.1% |
$15.7K - $19.4K
|
12K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
232+ 5.4% |
$14.8K - $18.3K
|
4.53K
$375K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
229+ 8.05% |
$14.6K - $18.1K
|
3.07K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
216+ 5.44% |
$13.8K - $17K
|
4.19K
$347K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
214+ 3566.67% |
$13.6K - $16.9K
|
220
$18.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
209+ 3.82% |
$13.3K - $16.5K
|
5.68K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
205+ 0.5% |
$13.1K - $16.2K
|
41.2K
$3.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
203+ 5.3% |
$12.9K - $16K
|
4.04K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
202+ 4.34% |
$12.9K - $15.9K
|
4.85K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
200+ 0.77% |
$12.8K - $15.8K
|
26.2K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
200New |
$12.8K - $15.8K
|
200
$16.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
200+ 9.15% |
$12.8K - $15.8K
|
2.39K
$198K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
198+ 3.27% |
$12.6K - $15.6K
|
6.26K
$518K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
194New |
$12.4K - $15.3K
|
194
$16.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
194+ 33.16% |
$12.4K - $15.3K
|
779
$64.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
191+ 5.54% |
$12.2K - $15.1K
|
3.64K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
189+ 74.12% |
$12.1K - $14.9K
|
444
$36.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
186+ 3.76% |
$11.9K - $14.7K
|
5.13K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
174+ 88.32% |
$11.1K - $13.7K
|
371
$30.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
170+ 1.72% |
$10.8K - $13.4K
|
10K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
168+ 4.81% |
$10.7K - $13.3K
|
3.66K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
167+ 1.68% |
$10.7K - $13.2K
|
10.1K
$837K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
163+ 86.7% |
$10.4K - $12.9K
|
351
$29.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
153New |
$9.76K - $12.1K
|
153
$12.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
145+ 3.46% |
$9.25K - $11.4K
|
4.34K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
145+ 0.67% |
$9.25K - $11.4K
|
21.9K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140+ 1.29% |
$8.93K - $11K
|
11K
$908K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
139+ 0.55% |
$8.87K - $11K
|
25.4K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
136New |
$8.67K - $10.7K
|
136
$11.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
132+ 2.25% |
$8.42K - $10.4K
|
6K
$497K
|