Purchases and Sales Made in Q2 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 2024. The information is specifically focused on institutions that hold shares of SEMPRA ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
44+ 1.26% |
$2.92K - $3.45K
|
3.54K
$326K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
42New |
$2.79K - $3.29K
|
42
$3.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 0.66% |
$2.66K - $3.14K
|
6.09K
$562K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
40New |
$2.66K - $3.14K
|
40
$3.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
39+ 0.91% |
$2.59K - $3.06K
|
4.34K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
38+ 0.17% |
$2.52K - $2.98K
|
21.9K
$2.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
38+ 0.71% |
$2.52K - $2.98K
|
5.39K
$497K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 0.61% |
$2.52K - $2.98K
|
6.24K
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
37+ 39.36% |
$2.46K - $2.9K
|
131
$12.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
35+ 6.51% |
$2.32K - $2.74K
|
573
$52.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33+ 1.12% |
$2.19K - $2.59K
|
2.97K
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
30+ 0.47% |
$1.99K - $2.35K
|
6.37K
$588K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$1.99K - $2.35K
|
30
$2.77K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
29+ 0.91% |
$1.93K - $2.27K
|
3.23K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
28+ 2.13% |
$1.86K - $2.2K
|
1.34K
$124K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.4% |
$1.79K - $2.12K
|
6.7K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$1.73K - $2.04K
|
26
$2.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 34.72% |
$1.66K - $1.96K
|
97
$8.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24+ 44.44% |
$1.59K - $1.88K
|
78
$7.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 4.59% |
$1.33K - $1.57K
|
456
$42.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
19+ 0.11% |
$1.26K - $1.49K
|
17.1K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
19+ 0.68% |
$1.26K - $1.49K
|
2.81K
$260K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 23.94% |
$1.13K - $1.33K
|
88
$8.12K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16+ 0.37% |
$1.06K - $1.25K
|
4.35K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 0.42% |
$996 - $1.18K
|
3.61K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 7.45% |
$930 - $1.1K
|
202
$18.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13+ 0.24% |
$863 - $1.02K
|
5.42K
$500K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 1.48% |
$863 - $1.02K
|
893
$82.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
13+ 0.06% |
$863 - $1.02K
|
21K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 25.0% |
$797 - $941
|
60
$5.54K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12+ 0.2% |
$797 - $941
|
6K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$664 - $784
|
10
$923
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 6.21% |
$664 - $784
|
171
$15.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 5.65% |
$664 - $784
|
187
$17.3K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.1% |
$664 - $784
|
10K
$923K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 9.62% |
$664 - $784
|
114
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10New |
$664 - $784
|
10
$923
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 7.25% |
$664 - $784
|
148
$13.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.86% |
$598 - $706
|
1.06K
$97.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9New |
$598 - $706
|
9
$831
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 11.43% |
$531 - $627
|
78
$7.2K
|
|
|
Oct 06, 2025
Q2 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7+ 0.14% |
$465 - $549
|
5.05K
$466K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.21% |
$465 - $549
|
3.41K
$314K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$465 - $549
|
7
$646
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.84% |
$465 - $549
|
838
$77.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.89% |
$398 - $470
|
678
$62.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 5.15% |
$332 - $392
|
102
$9.41K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5+ 0.03% |
$332 - $392
|
15.5K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5+ 0.01% |
$332 - $392
|
47K
$4.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$332 - $392
|
5
$461
|