Latest Institutional Sells of Sempra Energy (SRE)
This list provides information on the latest institutional transactions involving Sempra Energy (SRE) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-244- 8.27% |
$19.7K - $23.1K
|
2.71K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 50.0% |
$18.5K - $21.7K
|
229
$18.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-226- 1.05% |
$18.3K - $21.4K
|
21.3K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.07K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-184- 1.2% |
$14.9K - $17.4K
|
15.2K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-177- 3.3% |
$14.3K - $16.8K
|
5.19K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-155Closed |
$12.5K - $14.7K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-143- 5.54% |
$11.6K - $13.6K
|
2.44K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-108- 4.07% |
$8.73K - $10.2K
|
2.55K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103- 1.5% |
$8.32K - $9.76K
|
6.74K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-77- 1.95% |
$6.22K - $7.3K
|
3.88K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 4.78% |
$5.33K - $6.25K
|
1.32K
$105K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-57- 2.1% |
$4.61K - $5.4K
|
2.65K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-55- 2.19% |
$4.44K - $5.21K
|
2.45K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-46- 1.8% |
$3.72K - $4.36K
|
2.51K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 36.84% |
$3.39K - $3.98K
|
72
$5.75K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 1.23% |
$2.91K - $3.41K
|
2.88K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.06% |
$2.42K - $2.84K
|
2.8K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 3.56% |
$2.42K - $2.84K
|
812
$64.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 1.21% |
$1.62K - $1.9K
|
1.64K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.33K
|
8.08K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-12- 0.26% |
$970 - $1.14K
|
4.6K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 0.56% |
$970 - $1.14K
|
2.14K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-10- 0.36% |
$808 - $948
|
2.77K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7- 0.29% |
$566 - $663
|
2.39K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-6- 0.09% |
$485 - $569
|
6.85K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$485 - $569
|
2.69K
$215K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-47K- 61.22% |
$3.52M - $3.95M
|
29.8K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-16.2K- 86.63% |
$1.21M - $1.36M
|
2.5K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-15.2K- 99.86% |
$1.14M - $1.27M
|
22
$1.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-9.33K- 12.56% |
$699K - $784K
|
64.9K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.32K- 3.74% |
$324K - $363K
|
111K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.06K- 19.27% |
$304K - $341K
|
17K
$1.36M
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.26KClosed |
$244K - $274K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-3.14K- 46.43% |
$236K - $264K
|
3.63K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.1K- 39.62% |
$157K - $176K
|
3.2K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.32K- 34.67% |
$99.1K - $111K
|
2.49K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.18K- 54.85% |
$88.6K - $99.3K
|
973
$77.6K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-350- 0.5% |
$26.2K - $29.4K
|
69.8K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-341- 0.31% |
$25.6K - $28.7K
|
109K
$8.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-183- 11.37% |
$13.7K - $15.4K
|
1.43K
$114K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-154- 85.56% |
$11.5K - $12.9K
|
26
$2.07K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-104- 17.81% |
$7.8K - $8.74K
|
480
$38.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-77- 13.73% |
$5.77K - $6.47K
|
484
$38.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 4.41% |
$3.75K - $4.2K
|
1.08K
$86.5K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$75 - $84
|
8
$638
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-478K- 80.57% |
$31.8M - $37.5M
|
115K
$9.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-26.5K- 28.99% |
$1.76M - $2.08M
|
64.9K
$5.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13.8K- 40.95% |
$916K - $1.08M
|
19.9K
$1.59M
|
|