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
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.19K- 11.41% |
$76.1K - $94.1K
|
9.27K
$761K
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.73K- 29.32% |
$110K - $137K
|
4.18K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.76K- 38.67% |
$112K - $139K
|
2.79K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.78K- 1.37% |
$114K - $141K
|
128K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.83K- 6.53% |
$117K - $145K
|
26.3K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2.12K- 3.9% |
$135K - $167K
|
52.2K
$4.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.33K- 30.39% |
$148K - $184K
|
5.33K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.44K- 6.92% |
$155K - $192K
|
32.8K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.46K- 2.83% |
$157K - $194K
|
84.3K
$6.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2.5K- 40.25% |
$160K - $198K
|
3.72K
$305K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.72K- 14.67% |
$173K - $214K
|
15.8K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.76K- 13.95% |
$176K - $217K
|
17K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.99K- 4.2% |
$191K - $236K
|
68.2K
$5.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.03K- 2.07% |
$193K - $239K
|
143K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.04K- 65.15% |
$194K - $240K
|
1.62K
$133K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-3.08K- 11.59% |
$196K - $243K
|
23.5K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 47.57% |
$201K - $249K
|
3.48K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.3K- 20.23% |
$210K - $260K
|
13K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-3.44K- 2.93% |
$220K - $272K
|
114K
$9.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.48K- 22.66% |
$222K - $275K
|
11.9K
$976K
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-3.67K- 11.57% |
$234K - $290K
|
28.1K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.8K- 36.1% |
$242K - $300K
|
6.73K
$552K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.11K- 9.7% |
$262K - $324K
|
38.2K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.24K- 23.61% |
$270K - $334K
|
13.7K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-4.67K- 5.79% |
$298K - $369K
|
76.1K
$6.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.93K- 6.51% |
$314K - $389K
|
70.9K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-5.12K- 19.18% |
$327K - $404K
|
21.6K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.21K- 3.36% |
$333K - $411K
|
150K
$12.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.5K- 8.73% |
$351K - $434K
|
57.5K
$4.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.66K- 32.5% |
$361K - $447K
|
11.8K
$965K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.78K- 17.68% |
$368K - $456K
|
26.9K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.84K- 98.35% |
$372K - $461K
|
98
$8.04K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.06K- 36.92% |
$386K - $478K
|
10.4K
$850K
|