Purchases and Sales Made in Q2 2025 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
2+ 0.85% |
$128 - $158
|
238
$19.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.07% |
$128 - $158
|
2.86K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 2.06% |
$128 - $158
|
99
$8.13K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 2.0% |
$63.8 - $78.9
|
51
$4.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.02% |
$63.8 - $78.9
|
6.31K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1- 0.03% |
$63.8 - $78.9
|
3.26K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-4- 7.84% |
$255 - $316
|
47
$3.86K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-4- 7.84% |
$255 - $316
|
47
$3.86K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-5- 0.13% |
$319 - $395
|
3.88K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 20.83% |
$319 - $395
|
19
$1.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8- 0.12% |
$510 - $631
|
6.43K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-10- 0.26% |
$638 - $789
|
3.8K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-10- 0.03% |
$638 - $789
|
34.2K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12- 0.2% |
$765 - $947
|
5.89K
$483K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-12- 1.48% |
$765 - $947
|
800
$65.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-13- 0.43% |
$829 - $1.03K
|
3.03K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-13- 3.47% |
$829 - $1.03K
|
362
$29.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 2.64% |
$893 - $1.1K
|
516
$42.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14- 0.22% |
$893 - $1.1K
|
6.36K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-15- 0.08% |
$957 - $1.18K
|
18.8K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 3.93% |
$1.21K - $1.5K
|
465
$38.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-19- 0.51% |
$1.21K - $1.5K
|
3.73K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-20- 0.66% |
$1.28K - $1.58K
|
3.01K
$247K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-21- 2.44% |
$1.34K - $1.66K
|
841
$69K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-24- 7.55% |
$1.53K - $1.89K
|
294
$24.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 29.76% |
$1.59K - $1.97K
|
59
$4.84K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-26- 0.35% |
$1.66K - $2.05K
|
7.47K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-26- 0.71% |
$1.66K - $2.05K
|
3.63K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-27- 6.32% |
$1.72K - $2.13K
|
400
$32.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-28- 0.19% |
$1.79K - $2.21K
|
14.7K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34- 0.92% |
$2.17K - $2.68K
|
3.64K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-36- 1.05% |
$2.3K - $2.84K
|
3.4K
$279K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-45- 1.33% |
$2.87K - $3.55K
|
3.34K
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 0.94% |
$2.93K - $3.63K
|
4.87K
$400K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 1.69% |
$3.19K - $3.95K
|
2.91K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-50- 1.71% |
$3.19K - $3.95K
|
2.88K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-52- 7.39% |
$3.32K - $4.1K
|
652
$53.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-54- 12.74% |
$3.44K - $4.26K
|
370
$30.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 6.94% |
$3.57K - $4.42K
|
751
$61.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-56- 50.45% |
$3.57K - $4.42K
|
55
$4.51K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-58- 2.03% |
$3.7K - $4.58K
|
2.8K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-60- 0.56% |
$3.83K - $4.73K
|
10.6K
$869K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-63- 1.66% |
$4.02K - $4.97K
|
3.74K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-67- 1.18% |
$4.27K - $5.29K
|
5.63K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-68- 1.95% |
$4.34K - $5.37K
|
3.42K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-70- 3.38% |
$4.46K - $5.52K
|
2K
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-72- 0.97% |
$4.59K - $5.68K
|
7.31K
$600K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-79- 1.84% |
$5.04K - $6.23K
|
4.21K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-82- 0.2% |
$5.23K - $6.47K
|
40.9K
$3.36M
|