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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-83- 1.63% |
$5.29K - $6.55K
|
5.02K
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-83- 1.58% |
$5.29K - $6.55K
|
5.15K
$423K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-90- 78.95% |
$5.74K - $7.1K
|
24
$1.97K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-93- 64.14% |
$5.93K - $7.34K
|
52
$4.27K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-94- 2.4% |
$6K - $7.42K
|
3.82K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-102- 2.26% |
$6.51K - $8.05K
|
4.41K
$362K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-104- 1.58% |
$6.63K - $8.21K
|
6.49K
$533K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-106- 0.74% |
$6.76K - $8.36K
|
14.3K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-106- 14.19% |
$6.76K - $8.36K
|
641
$52.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-108- 1.06% |
$6.89K - $8.52K
|
10.1K
$827K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-120- 0.47% |
$7.65K - $9.47K
|
25.6K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-122- 3.4% |
$7.78K - $9.63K
|
3.47K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-126- 3.21% |
$8.04K - $9.94K
|
3.8K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-132- 21.78% |
$8.42K - $10.4K
|
474
$38.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-143- 4.35% |
$9.12K - $11.3K
|
3.14K
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 3.03% |
$9.57K - $11.8K
|
4.8K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-153- 73.91% |
$9.76K - $12.1K
|
54
$4.43K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-154- 15.25% |
$9.82K - $12.2K
|
856
$70.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-162- 2.26% |
$10.3K - $12.8K
|
6.99K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-175- 1.87% |
$11.2K - $13.8K
|
9.21K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-176- 17.04% |
$11.2K - $13.9K
|
857
$70.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-179- 99.44% |
$11.4K - $14.1K
|
1
$82.1
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-195- 1.31% |
$12.4K - $15.4K
|
14.7K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-200- 2.69% |
$12.8K - $15.8K
|
7.24K
$594K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-200- 6.25% |
$12.8K - $15.8K
|
3K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 7.02% |
$12.8K - $15.8K
|
2.65K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-231- 3.26% |
$14.7K - $18.2K
|
6.86K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-240- 2.05% |
$15.3K - $18.9K
|
11.5K
$940K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-248- 2.96% |
$15.8K - $19.6K
|
8.13K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-261- 12.88% |
$16.6K - $20.6K
|
1.77K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-269- 4.85% |
$17.2K - $21.2K
|
5.28K
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-270- 7.57% |
$17.2K - $21.3K
|
3.3K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 0.59% |
$17.5K - $21.6K
|
46.1K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-288- 9.16% |
$18.4K - $22.7K
|
2.86K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-300- 6.18% |
$19.1K - $23.7K
|
4.56K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-322- 95.27% |
$20.5K - $25.4K
|
16
$1.31K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-335- 3.16% |
$21.4K - $26.4K
|
10.3K
$841K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-338- 2.56% |
$21.6K - $26.7K
|
12.8K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-340- 5.54% |
$21.7K - $26.8K
|
5.8K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-347- 3.19% |
$22.1K - $27.4K
|
10.5K
$863K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-350- 2.52% |
$22.3K - $27.6K
|
13.5K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-355- 23.43% |
$22.6K - $28K
|
1.16K
$95.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-357- 23.72% |
$22.8K - $28.2K
|
1.15K
$94.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-361- 2.33% |
$23K - $28.5K
|
15.1K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-363- 22.07% |
$23.2K - $28.6K
|
1.28K
$105K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-365- 10.73% |
$23.3K - $28.8K
|
3.04K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-367- 35.77% |
$23.4K - $29K
|
659
$54.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-369- 25.61% |
$23.5K - $29.1K
|
1.07K
$88K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-374- 5.68% |
$23.9K - $29.5K
|
6.21K
$509K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-377- 6.77% |
$24K - $29.7K
|
5.19K
$426K
|