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 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.62K+ 31.42% |
$486K - $601K
|
31.9K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.54K+ 1.26% |
$481K - $595K
|
604K
$49.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.18K+ 12.36% |
$458K - $566K
|
65.2K
$5.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.17K+ 7.79% |
$457K - $566K
|
99.2K
$8.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
7.1K+ 6.49% |
$453K - $560K
|
116K
$9.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.02K+ 2.37% |
$447K - $554K
|
303K
$24.8M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.54K+ 3.08% |
$417K - $516K
|
219K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.46K+ 5.02% |
$412K - $510K
|
135K
$11.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
6.3KNew |
$402K - $497K
|
6.3K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.26K+ 77.0% |
$399K - $494K
|
14.4K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.26KNew |
$399K - $494K
|
6.26K
$514K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
6.23K+ 31.81% |
$397K - $492K
|
25.8K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.12K+ 5.03% |
$390K - $483K
|
128K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
6.05KNew |
$386K - $477K
|
6.05K
$496K
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
6K+ 60.0% |
$383K - $473K
|
16K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.84K+ 77.09% |
$372K - $460K
|
13.4K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.77KNew |
$368K - $455K
|
5.77K
$474K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
5.65KNew |
$360K - $446K
|
5.65K
$464K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.6KNew |
$357K - $442K
|
5.6K
$460K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
5.47K+ 1.26% |
$349K - $431K
|
439K
$36M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 66.2% |
$323K - $400K
|
12.7K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.02K+ 68.7% |
$320K - $396K
|
12.3K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.89K+ 17.87% |
$312K - $386K
|
32.3K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.87K+ 63.89% |
$310K - $384K
|
12.5K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
4.66K+ 8.4% |
$297K - $368K
|
60.1K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
BUY
|
- |
4.48K+ 1.8% |
$286K - $354K
|
253K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
4.24K+ 105.97% |
$271K - $335K
|
8.25K
$677K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
4.17KNew |
$266K - $329K
|
4.17K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.05KNew |
$258K - $320K
|
4.05K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.99KNew |
$254K - $315K
|
3.99K
$327K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.93K+ 4.19% |
$251K - $310K
|
97.8K
$8.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.87KNew |
$247K - $305K
|
3.87K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.87K+ 2.77% |
$247K - $305K
|
143K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.84K+ 35.55% |
$245K - $303K
|
14.7K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
3.83K+ 2.82% |
$244K - $302K
|
140K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.81KNew |
$243K - $301K
|
3.81K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.51K+ 74.41% |
$224K - $277K
|
8.23K
$675K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
3.45KNew |
$220K - $272K
|
3.45K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
3.44K+ 107.14% |
$219K - $271K
|
6.65K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.4K+ 6.43% |
$217K - $268K
|
56.3K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
3.39K+ 8.59% |
$216K - $268K
|
42.9K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.35K+ 1.2% |
$214K - $264K
|
282K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.24K+ 28.91% |
$207K - $256K
|
14.5K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.14KNew |
$200K - $248K
|
3.14K
$258K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
3.09KNew |
$197K - $244K
|
3.09K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.08K+ 8.27% |
$197K - $243K
|
40.3K
$3.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.98K+ 92.81% |
$190K - $235K
|
6.19K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.95KNew |
$188K - $233K
|
2.95K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.92KNew |
$186K - $230K
|
2.92K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91K+ 7.66% |
$186K - $230K
|
40.9K
$3.36M
|