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 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-500- 9.8% |
$32.6K - $38.2K
|
4.6K
$328K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-439- 9.62% |
$28.7K - $33.6K
|
4.12K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-423- 12.23% |
$27.6K - $32.4K
|
3.04K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-377- 3.76% |
$24.6K - $28.8K
|
9.65K
$688K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-325- 7.44% |
$21.2K - $24.9K
|
4.05K
$289K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-276- 40.71% |
$18K - $21.1K
|
402
$28.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-218- 6.52% |
$14.2K - $16.7K
|
3.13K
$223K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-144- 4.12% |
$9.4K - $11K
|
3.35K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-75- 39.27% |
$4.9K - $5.74K
|
116
$8.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 2.18% |
$2.94K - $3.44K
|
2.02K
$144K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-40- 1.32% |
$2.61K - $3.06K
|
2.99K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-28- 0.61% |
$1.83K - $2.14K
|
4.58K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20- 1.2% |
$1.31K - $1.53K
|
1.65K
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 18.75% |
$1.17K - $1.38K
|
78
$5.57K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.1% |
$326 - $382
|
4.77K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 50.0% |
$65.3 - $76.5
|
1
$71.4
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-63.7K- 59.07% |
$4.32M - $9.68M
|
44.2K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-44.3K- 77.03% |
$3M - $6.73M
|
13.2K
$942K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-19.9K- 79.64% |
$1.35M - $3.03M
|
5.1K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.75K- 32.14% |
$254K - $570K
|
7.92K
$565K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.97K- 47.36% |
$201K - $452K
|
3.3K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-49Closed |
$3.32K - $7.45K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.7K- 86.0% |
$2.82M - $3.11M
|
3.2K
$229K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-902Closed |
$129K - $143K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-249- 13.8% |
$35.7K - $39.3K
|
1.56K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-207- 33.44% |
$29.7K - $32.7K
|
412
$29.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-182- 1.25% |
$26.1K - $28.8K
|
14.4K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-138- 5.86% |
$19.8K - $21.8K
|
2.22K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-98- 0.65% |
$14.1K - $15.5K
|
15K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-57- 30.16% |
$8.18K - $9.01K
|
132
$9.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-55- 38.19% |
$7.89K - $8.69K
|
89
$6.35K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.43% |
$3.01K - $3.32K
|
842
$60.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-17- 62.96% |
$2.44K - $2.69K
|
10
$714
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 66.67% |
$2.3K - $2.53K
|
8
$571
|
|
| Q1 2023 | |||||||
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-49.5K- 43.19% |
$6.91M - $8.02M
|
65.1K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-15K- 50.0% |
$2.1M - $2.43M
|
15K
$1.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-11.5K- 9.8% |
$1.61M - $1.86M
|
106K
$7.56M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5.43K- 51.77% |
$759K - $880K
|
5.06K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.73K- 1.3% |
$241K - $280K
|
131K
$9.36M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.41K- 42.21% |
$196K - $228K
|
1.93K
$137K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-994- 40.46% |
$139K - $161K
|
1.46K
$104K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-700- 33.65% |
$97.8K - $113K
|
1.38K
$98.5K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-697- 32.22% |
$97.4K - $113K
|
1.47K
$105K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366- 18.39% |
$51.1K - $59.3K
|
1.62K
$116K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-241- 7.96% |
$33.7K - $39K
|
2.79K
$199K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-184- 27.02% |
$25.7K - $29.8K
|
497
$35.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-175- 5.55% |
$24.4K - $28.4K
|
2.98K
$213K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 14.34% |
$5.59K - $6.48K
|
239
$17.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-20- 48.78% |
$2.79K - $3.24K
|
21
$1.5K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 1.03% |
$2.1K - $2.43K
|
1.45K
$103K
|
|