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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-13Closed |
$882 - $1.14K
|
0
$0
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12- 7.64% |
$814 - $1.05K
|
145
$11.7K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12- 63.16% |
$814 - $1.05K
|
7
$563
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.02% |
$679 - $877
|
52K
$4.19M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9- 0.02% |
$611 - $789
|
46.4K
$3.73M
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-9- 0.13% |
$611 - $789
|
6.8K
$547K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-7- 0.18% |
$475 - $614
|
3.84K
$309K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 8.11% |
$407 - $526
|
68
$5.47K
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-6- 2.3% |
$407 - $526
|
255
$20.5K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5- 3.82% |
$339 - $438
|
126
$10.1K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 6.67% |
$204 - $263
|
42
$3.38K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 11.76% |
$136 - $175
|
15
$1.21K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-52K- 93.31% |
$4.2M - $4.93M
|
3.73K
$300K
|
|
Feb 14, 2025
Q4 2024
|
Decade Renewable Partners LP
Houston, TX |
SELL
|
- |
-43.3K- 48.86% |
$3.5M - $4.1M
|
45.3K
$3.64M
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
SELL
|
- |
-34.2K- 9.52% |
$2.76M - $3.24M
|
325K
$26.1M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-24.8K- 1.98% |
$2.01M - $2.35M
|
1.23M
$98.7M
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-24.5K- 24.46% |
$1.98M - $2.32M
|
75.5K
$6.08M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 10.11% |
$1.56M - $1.83M
|
171K
$13.8M
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-18.7K- 15.98% |
$1.51M - $1.77M
|
98.4K
$7.91M
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-6.62K- 73.72% |
$535K - $628K
|
2.36K
$190K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.27K- 89.68% |
$426K - $499K
|
606
$48.8K
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-4.5K- 56.16% |
$364K - $427K
|
3.52K
$283K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-4.23K- 17.46% |
$342K - $401K
|
20K
$1.61M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.96K- 81.03% |
$320K - $375K
|
926
$74.5K
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.75K- 50.07% |
$303K - $355K
|
3.74K
$301K
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.74K- 54.08% |
$221K - $259K
|
2.32K
$187K
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.65K- 4.09% |
$214K - $251K
|
62K
$4.99M
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 51.56% |
$211K - $248K
|
2.46K
$198K
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.5K- 39.48% |
$121K - $142K
|
2.3K
$185K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.18K- 32.65% |
$95K - $111K
|
2.43K
$195K
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 11.17% |
$89.9K - $105K
|
8.85K
$712K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
CALL |
-1K- 16.67% |
$80.8K - $94.8K
|
5K
$402K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-990- 9.27% |
$80K - $93.8K
|
9.69K
$779K
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-918- 18.22% |
$74.2K - $87K
|
4.12K
$331K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 87.44% |
$73.1K - $85.8K
|
130
$10.5K
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-835- 23.39% |
$67.5K - $79.1K
|
2.74K
$220K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-676- 69.98% |
$54.6K - $64.1K
|
290
$23.3K
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-660- 12.34% |
$53.3K - $62.5K
|
4.69K
$377K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-655- 22.03% |
$52.9K - $62.1K
|
2.32K
$187K
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-653- 8.0% |
$52.8K - $61.9K
|
7.51K
$604K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-576- 5.3% |
$46.5K - $54.6K
|
10.3K
$829K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-544- 18.32% |
$44K - $51.6K
|
2.43K
$195K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-494- 17.29% |
$39.9K - $46.8K
|
2.36K
$190K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-386- 21.48% |
$31.2K - $36.6K
|
1.41K
$114K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 9.8% |
$23.4K - $27.4K
|
2.66K
$214K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-244- 8.27% |
$19.7K - $23.1K
|
2.71K
$218K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 50.0% |
$18.5K - $21.7K
|
229
$18.4K
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-226- 1.05% |
$18.3K - $21.4K
|
21.3K
$1.72M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.1K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.1K
|