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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
745+ 109.88% |
$50.5K - $65.3K
|
1.42K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
739+ 20.1% |
$50.1K - $64.8K
|
4.42K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
728+ 3.43% |
$49.4K - $63.8K
|
21.9K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
716+ 4.95% |
$48.6K - $62.8K
|
15.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
667+ 10.47% |
$45.3K - $58.5K
|
7.04K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
654+ 76.85% |
$44.4K - $57.3K
|
1.51K
$112K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
616+ 41.4% |
$41.8K - $54K
|
2.1K
$157K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
580+ 8.91% |
$39.4K - $50.8K
|
7.09K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
564+ 1.1% |
$38.3K - $49.4K
|
51.9K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
562+ 10.53% |
$38.1K - $49.3K
|
5.9K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
537+ 22.92% |
$36.4K - $47.1K
|
2.88K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
535+ 1.78% |
$36.3K - $46.9K
|
30.5K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
530New |
$36K - $46.5K
|
530
$39.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
529+ 17.2% |
$35.9K - $46.4K
|
3.61K
$269K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
526+ 10.28% |
$35.7K - $46.1K
|
5.64K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
525+ 10.68% |
$35.6K - $46K
|
5.44K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
525+ 0.21% |
$35.6K - $46K
|
248K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
493+ 7.19% |
$33.5K - $43.2K
|
7.35K
$547K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
492+ 5.86% |
$33.4K - $43.1K
|
8.88K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
480+ 1.91% |
$32.6K - $42.1K
|
25.6K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
479+ 4.26% |
$32.5K - $42K
|
11.7K
$874K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
447+ 2.1% |
$30.3K - $39.2K
|
21.7K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
430+ 9.51% |
$29.2K - $37.7K
|
4.95K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
422+ 1.57% |
$28.6K - $37K
|
27.4K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
400+ 2.69% |
$27.1K - $35.1K
|
15.3K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
382+ 1.83% |
$25.9K - $33.5K
|
21.2K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
380+ 13.44% |
$25.8K - $33.3K
|
3.21K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
378+ 10.45% |
$25.6K - $33.1K
|
4K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
357+ 2.7% |
$24.2K - $31.3K
|
13.6K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
352New |
$23.9K - $30.9K
|
352
$26.2K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
341+ 2.6% |
$23.1K - $29.9K
|
13.5K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
339+ 110.06% |
$23K - $29.7K
|
647
$48.2K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
328+ 3.11% |
$22.3K - $28.8K
|
10.9K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
324+ 10.23% |
$22K - $28.4K
|
3.49K
$260K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
320New |
$21.7K - $28.1K
|
320
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
319+ 3.37% |
$21.6K - $28K
|
9.78K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
318New |
$21.6K - $27.9K
|
318
$23.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
317+ 6.04% |
$21.5K - $27.8K
|
5.57K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
317+ 4.64% |
$21.5K - $27.8K
|
7.15K
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
317+ 44.71% |
$21.5K - $27.8K
|
1.03K
$76.4K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
309+ 4.47% |
$21K - $27.1K
|
7.22K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
308+ 7.12% |
$20.9K - $27K
|
4.63K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
306+ 0.89% |
$20.8K - $26.8K
|
34.7K
$2.58M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
305+ 7.01% |
$20.7K - $26.7K
|
4.65K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
302+ 59.22% |
$20.5K - $26.5K
|
812
$60.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
301+ 4.78% |
$20.4K - $26.4K
|
6.6K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
300New |
$20.4K - $26.3K
|
300
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
271+ 2.31% |
$18.4K - $23.8K
|
12K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
270+ 2.56% |
$18.3K - $23.7K
|
10.8K
$805K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
263+ 4.13% |
$17.8K - $23.1K
|
6.64K
$494K
|