Purchases and Sales Made in Q3 2025 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.2M+ 59.01% |
$89M - $108M
|
3.24M
$299M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
18.4K+ 32.63% |
$1.36M - $1.65M
|
74.6K
$6.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17.3K+ 6.0% |
$1.28M - $1.55M
|
305K
$28.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
11.1KNew |
$820K - $995K
|
11.1K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.21K+ 141.91% |
$683K - $829K
|
15.7K
$1.45M
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.15KNew |
$679K - $823K
|
9.15K
$845K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.18K+ 54.49% |
$607K - $736K
|
23.2K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.84K+ 31.15% |
$507K - $615K
|
28.8K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.32KNew |
$469K - $569K
|
6.32K
$583K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.3K+ 3.95% |
$467K - $567K
|
166K
$15.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.75K+ 4.82% |
$426K - $517K
|
125K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.21KNew |
$312K - $379K
|
4.21K
$389K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.76K+ 7.33% |
$279K - $338K
|
55K
$5.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.74KNew |
$278K - $337K
|
3.74K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 77.49% |
$274K - $332K
|
8.46K
$781K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.9K+ 79.77% |
$215K - $261K
|
6.54K
$604K
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
2.87KNew |
$213K - $258K
|
2.87K
$265K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.76K+ 2.37% |
$205K - $248K
|
119K
$11M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.67KNew |
$198K - $241K
|
2.67K
$247K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.63KNew |
$195K - $237K
|
2.63K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.63KNew |
$195K - $237K
|
2.63K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.56KNew |
$190K - $231K
|
2.56K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.53KNew |
$188K - $228K
|
2.53K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.51KNew |
$186K - $226K
|
2.51K
$232K
|
|
|
Oct 09, 2025
Q3 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.41KNew |
$178K - $216K
|
2.41K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.38KNew |
$176K - $214K
|
2.38K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.37KNew |
$176K - $214K
|
2.37K
$219K
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.33KNew |
$173K - $210K
|
2.33K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.32KNew |
$172K - $209K
|
2.32K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.29KNew |
$169K - $206K
|
2.29K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.25KNew |
$167K - $203K
|
2.25K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.15K+ 1.68% |
$159K - $194K
|
130K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.94K+ 4.16% |
$144K - $174K
|
48.6K
$4.48M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.82K+ 4.8% |
$135K - $164K
|
39.8K
$3.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.67K+ 5.31% |
$123K - $150K
|
33K
$3.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.63K+ 10.79% |
$121K - $147K
|
16.8K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.61K+ 10.21% |
$119K - $145K
|
17.4K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$114K - $138K
|
1.53K
$141K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.41K+ 109.59% |
$104K - $126K
|
2.69K
$248K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.33K+ 12.58% |
$98.2K - $119K
|
11.9K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 37.8% |
$88.1K - $107K
|
4.33K
$400K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.18K+ 5.97% |
$87.6K - $106K
|
21K
$1.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.14K+ 4.04% |
$84.6K - $103K
|
29.4K
$2.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
914+ 9.38% |
$67.8K - $82.2K
|
10.7K
$984K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
809+ 0.56% |
$60K - $72.8K
|
144K
$13.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
778New |
$57.7K - $70K
|
778
$71.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
748+ 9.59% |
$55.5K - $67.3K
|
8.55K
$789K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
675+ 17.56% |
$50K - $60.7K
|
4.52K
$417K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
618+ 103.0% |
$45.8K - $55.6K
|
1.22K
$112K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
615+ 4.97% |
$45.6K - $55.3K
|
13K
$1.2M
|