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 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-515- 7.2% |
$32.8K - $40.6K
|
6.64K
$545K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-521- 9.57% |
$33.2K - $41.1K
|
4.92K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-550- 16.42% |
$35.1K - $43.4K
|
2.8K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-555- 15.4% |
$35.4K - $43.8K
|
3.05K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-573- 5.28% |
$36.5K - $45.2K
|
10.3K
$845K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-614- 16.16% |
$39.2K - $48.5K
|
3.19K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-644- 20.78% |
$41.1K - $50.8K
|
2.46K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
SELL
|
- |
-651- 3.21% |
$41.5K - $51.4K
|
19.7K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-658- 35.47% |
$42K - $51.9K
|
1.2K
$98.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-659- 10.49% |
$42K - $52K
|
5.63K
$462K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-670- 16.73% |
$42.7K - $52.9K
|
3.33K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-676- 13.29% |
$43.1K - $53.3K
|
4.41K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-677- 7.78% |
$43.2K - $53.4K
|
8.03K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-685- 4.53% |
$43.7K - $54.1K
|
14.4K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-697- 1.93% |
$44.5K - $55K
|
35.4K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-745- 13.84% |
$47.5K - $58.8K
|
4.64K
$381K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-751- 8.91% |
$47.9K - $59.3K
|
7.67K
$630K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-772- 17.49% |
$49.2K - $60.9K
|
3.64K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-774- 4.01% |
$49.4K - $61.1K
|
18.5K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-797- 2.23% |
$50.8K - $62.9K
|
35K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-818- 18.47% |
$52.2K - $64.5K
|
3.61K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-842- 14.66% |
$53.7K - $66.4K
|
4.9K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-843- 3.03% |
$53.8K - $66.5K
|
27K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-851- 0.05% |
$54.3K - $67.2K
|
1.68M
$138M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-855- 5.89% |
$54.5K - $67.5K
|
13.7K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-920- 20.71% |
$58.7K - $72.6K
|
3.52K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-922- 7.7% |
$58.8K - $72.8K
|
11.1K
$908K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-976- 2.05% |
$62.2K - $77K
|
46.6K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1K- 4.97% |
$63.8K - $78.9K
|
19.1K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.01K- 1.04% |
$64.1K - $79.3K
|
95.2K
$7.82M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 12.27% |
$65.8K - $81.4K
|
7.38K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.07K- 12.46% |
$67.9K - $84K
|
7.49K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.08K- 7.66% |
$68.6K - $84.8K
|
13K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.09K- 0.35% |
$69.3K - $85.7K
|
312K
$25.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.1K- 8.8% |
$70.2K - $86.9K
|
11.4K
$937K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.12K- 10.27% |
$71.1K - $88K
|
9.75K
$800K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.12K- 13.53% |
$71.2K - $88.1K
|
7.13K
$585K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 10.36% |
$76.3K - $94.4K
|
10.3K
$849K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.28K- 3.33% |
$81.3K - $101K
|
37K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.31KClosed |
$83.6K - $103K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.38K- 2.74% |
$87.8K - $109K
|
48.9K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.38K- 9.06% |
$88.1K - $109K
|
13.9K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.39K- 3.47% |
$88.9K - $110K
|
38.8K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 30.28% |
$90.2K - $112K
|
3.26K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.42K- 4.66% |
$90.8K - $112K
|
29.2K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.47K- 6.46% |
$93.7K - $116K
|
21.3K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-1.5K- 12.13% |
$95.8K - $119K
|
10.9K
$893K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.51K- 6.02% |
$96K - $119K
|
23.5K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 2.23% |
$105K - $131K
|
72.4K
$5.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.73K- 10.68% |
$110K - $136K
|
14.4K
$1.19M
|