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 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
612+ 16.13% |
$45.4K - $55.1K
|
4.41K
$407K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
559+ 4.85% |
$41.4K - $50.3K
|
12.1K
$1.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
550+ 9.65% |
$40.8K - $49.5K
|
6.25K
$577K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
467+ 1945.83% |
$34.6K - $42K
|
491
$45.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
373+ 0.09% |
$27.7K - $33.6K
|
439K
$40.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 2.04% |
$25.9K - $31.5K
|
17.5K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
292+ 0.16% |
$21.6K - $26.3K
|
180K
$16.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
282New |
$20.9K - $25.4K
|
282
$26K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
273+ 27.74% |
$20.2K - $24.6K
|
1.26K
$116K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
270+ 0.3% |
$20K - $24.3K
|
90.9K
$8.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
258+ 7.47% |
$19.1K - $23.2K
|
3.71K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
251+ 0.33% |
$18.6K - $22.6K
|
76.3K
$7.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
230+ 4.6% |
$17.1K - $20.7K
|
5.23K
$483K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
229+ 117.44% |
$17K - $20.6K
|
424
$39.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
218+ 0.46% |
$16.2K - $19.6K
|
48.1K
$4.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
215New |
$15.9K - $19.3K
|
215
$19.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
181+ 0.69% |
$13.4K - $16.3K
|
26.4K
$2.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
162+ 1.42% |
$12K - $14.6K
|
11.6K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
154New |
$11.4K - $13.9K
|
154
$14.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
139+ 3.57% |
$10.3K - $12.5K
|
4.04K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
108New |
$8.01K - $9.72K
|
108
$9.97K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
106+ 1.32% |
$7.86K - $9.54K
|
8.14K
$751K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
104+ 1.6% |
$7.71K - $9.36K
|
6.61K
$610K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
85+ 1.24% |
$6.3K - $7.65K
|
6.92K
$639K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 2.16% |
$5.56K - $6.75K
|
3.54K
$327K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
75+ 0.25% |
$5.56K - $6.75K
|
30.4K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75+ 2.06% |
$5.56K - $6.75K
|
3.72K
$343K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
72+ 0.2% |
$5.34K - $6.48K
|
36.2K
$3.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
71+ 2.43% |
$5.26K - $6.39K
|
2.99K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
68New |
$5.04K - $6.12K
|
68
$6.28K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 13.5% |
$4.74K - $5.76K
|
538
$49.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
62+ 1.5% |
$4.6K - $5.58K
|
4.19K
$386K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
45New |
$3.34K - $4.05K
|
45
$4.15K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 2.45% |
$3.11K - $3.78K
|
1.76K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
42+ 0.88% |
$3.11K - $3.78K
|
4.83K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 0.61% |
$3.11K - $3.78K
|
6.91K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41+ 17.08% |
$3.04K - $3.69K
|
281
$25.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 0.66% |
$3.04K - $3.69K
|
6.3K
$581K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 4.47% |
$2.97K - $3.6K
|
934
$86.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40+ 1.25% |
$2.97K - $3.6K
|
3.23K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 0.87% |
$2.67K - $3.24K
|
4.15K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
33+ 0.87% |
$2.45K - $2.97K
|
3.83K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 24.81% |
$2.45K - $2.97K
|
166
$15.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
32+ 0.17% |
$2.37K - $2.88K
|
19K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
29New |
$2.15K - $2.61K
|
29
$2.68K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
26+ 41.27% |
$1.93K - $2.34K
|
89
$8.21K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
25+ 0.09% |
$1.85K - $2.25K
|
29.2K
$2.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
25+ 0.87% |
$1.85K - $2.25K
|
2.89K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
22+ 0.72% |
$1.63K - $1.98K
|
3.07K
$283K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 32.14% |
$1.33K - $1.62K
|
74
$6.83K
|