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 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
2.91K+ 73.92% |
$185K - $229K
|
6.84K
$561K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.9KNew |
$185K - $229K
|
2.9K
$238K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.87KNew |
$183K - $226K
|
2.87K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.85KNew |
$181K - $224K
|
2.85K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.84KNew |
$181K - $224K
|
2.84K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.83KNew |
$181K - $223K
|
2.83K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.82KNew |
$180K - $223K
|
2.82K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.8KNew |
$178K - $221K
|
2.8K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.78K+ 10.54% |
$177K - $219K
|
29.2K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.78KNew |
$177K - $219K
|
2.78K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.77KNew |
$177K - $219K
|
2.77K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.77KNew |
$177K - $219K
|
2.77K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
2.77KNew |
$177K - $218K
|
2.77K
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.77KNew |
$176K - $218K
|
2.77K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.75KNew |
$175K - $217K
|
2.75K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.74KNew |
$175K - $216K
|
2.74K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.73KNew |
$174K - $216K
|
2.73K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.7KNew |
$172K - $213K
|
2.7K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.7KNew |
$172K - $213K
|
2.7K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
2.69KNew |
$172K - $212K
|
2.69K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.68KNew |
$171K - $211K
|
2.68K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.67KNew |
$170K - $211K
|
2.67K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
2.5K+ 2.49% |
$159K - $197K
|
103K
$8.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.48K+ 15.81% |
$158K - $196K
|
18.2K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4K+ 25.32% |
$153K - $189K
|
11.9K
$975K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.4K+ 16.15% |
$153K - $189K
|
17.2K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.4K+ 11.86% |
$153K - $189K
|
22.6K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 76.89% |
$153K - $189K
|
5.51K
$452K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.34K+ 13.39% |
$149K - $184K
|
19.8K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.3K+ 1.63% |
$147K - $181K
|
144K
$11.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.3K+ 26.71% |
$147K - $181K
|
10.9K
$895K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.28K+ 12.66% |
$145K - $180K
|
20.3K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.24K+ 40.45% |
$143K - $177K
|
7.78K
$638K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.24K+ 26.95% |
$143K - $176K
|
10.5K
$865K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 16.69% |
$140K - $173K
|
15.3K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.17K+ 1.0% |
$138K - $171K
|
219K
$18M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.14K+ 22.17% |
$137K - $169K
|
11.8K
$968K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
2.07KNew |
$132K - $163K
|
2.07K
$170K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 5.76% |
$128K - $158K
|
36.9K
$3.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.01K+ 48.67% |
$128K - $158K
|
6.13K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2K+ 24.86% |
$127K - $158K
|
10K
$824K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.82K+ 60.78% |
$116K - $143K
|
4.8K
$394K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.79K+ 10.49% |
$114K - $141K
|
18.9K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
1.79K+ 8.93% |
$114K - $141K
|
21.8K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.59K+ 8.68% |
$101K - $125K
|
19.9K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 12.12% |
$99.8K - $123K
|
14.5K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.56K+ 23.28% |
$99.8K - $123K
|
8.28K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.53K+ 45.59% |
$97.6K - $121K
|
4.89K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.48K+ 7.24% |
$94.5K - $117K
|
21.9K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 3.98% |
$88.1K - $109K
|
36.1K
$2.97M
|