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 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.36K+ 69.14% |
$86.6K - $107K
|
3.32K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.22K+ 35.79% |
$77.8K - $96.3K
|
4.63K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.2K+ 58.85% |
$76.8K - $95K
|
3.25K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.2K+ 3.16% |
$76.8K - $95K
|
39.4K
$3.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.13K+ 1.54% |
$72.1K - $89.2K
|
74.8K
$6.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.12K+ 3.83% |
$71.5K - $88.5K
|
30.4K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.11K+ 5.57% |
$70.7K - $87.4K
|
21K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.09K+ 10.88% |
$69.7K - $86.2K
|
11.1K
$914K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.08K+ 34.93% |
$68.8K - $85.1K
|
4.17K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.08K+ 9.55% |
$68.8K - $85.1K
|
12.4K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06K+ 15.98% |
$67.4K - $83.3K
|
7.67K
$629K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.05K+ 4.84% |
$67K - $82.9K
|
22.7K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.04K+ 22.97% |
$66.4K - $82.1K
|
5.57K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1K+ 0.8% |
$64K - $79.2K
|
126K
$10.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1KNew |
$63.8K - $78.9K
|
1K
$82.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
984+ 9.1% |
$62.8K - $77.6K
|
11.8K
$969K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
980+ 14.12% |
$62.5K - $77.3K
|
7.92K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
936+ 6.44% |
$59.7K - $73.9K
|
15.5K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
926+ 16.42% |
$59.1K - $73.1K
|
6.57K
$539K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
923+ 3.46% |
$58.9K - $72.8K
|
27.6K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
883+ 2.38% |
$56.3K - $69.7K
|
38K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
856+ 6.16% |
$54.6K - $67.5K
|
14.7K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
850+ 5.21% |
$54.2K - $67.1K
|
17.2K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
846+ 0.14% |
$54K - $66.8K
|
594K
$48.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
828+ 4.69% |
$52.8K - $65.3K
|
18.5K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
807+ 2.64% |
$51.5K - $63.7K
|
31.3K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
784+ 87.7% |
$50K - $61.9K
|
1.68K
$138K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
782+ 9.33% |
$49.9K - $61.7K
|
9.16K
$752K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
776+ 26.2% |
$49.5K - $61.2K
|
3.74K
$307K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
765+ 0.59% |
$48.8K - $60.4K
|
131K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
764+ 8.6% |
$48.7K - $60.3K
|
9.65K
$792K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
760+ 72.17% |
$48.5K - $60K
|
1.81K
$149K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
757+ 88.54% |
$48.3K - $59.7K
|
1.61K
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
746+ 16.32% |
$47.6K - $58.9K
|
5.32K
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
715+ 1.85% |
$45.6K - $56.4K
|
39.3K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
668New |
$42.6K - $52.7K
|
668
$54.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
666+ 16.15% |
$42.5K - $52.6K
|
4.79K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
665+ 0.31% |
$42.4K - $52.5K
|
214K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
660+ 4.9% |
$42.1K - $52.1K
|
14.1K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
658+ 3.27% |
$42K - $51.9K
|
20.8K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
652+ 30.99% |
$41.6K - $51.4K
|
2.76K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
628+ 1.88% |
$40.1K - $49.6K
|
34.1K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
624+ 19.45% |
$39.8K - $49.2K
|
3.83K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
613New |
$39.1K - $48.4K
|
613
$50.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
609+ 2.38% |
$38.8K - $48.1K
|
26.2K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
605+ 19.54% |
$38.6K - $47.7K
|
3.7K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
602+ 4.18% |
$38.4K - $47.5K
|
15K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
600+ 20.94% |
$38.3K - $47.3K
|
3.47K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
571+ 0.65% |
$36.4K - $45.1K
|
89.1K
$7.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
536+ 2.89% |
$34.2K - $42.3K
|
19.1K
$1.56M
|