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 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17+ 0.61% |
$1.26K - $1.53K
|
2.79K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17New |
$1.26K - $1.53K
|
17
$1.57K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
17+ 0.1% |
$1.26K - $1.53K
|
17.2K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.3% |
$1.26K - $1.53K
|
5.61K
$518K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.57% |
$1.19K - $1.44K
|
2.85K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
12New |
$890 - $1.08K
|
12
$1.11K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12+ 0.45% |
$890 - $1.08K
|
2.68K
$248K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.13% |
$741 - $900
|
7.93K
$732K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10+ 0.92% |
$741 - $900
|
1.1K
$102K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
10+ 0.3% |
$741 - $900
|
3.33K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
9+ 0.32% |
$667 - $810
|
2.79K
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 0.81% |
$667 - $810
|
1.12K
$104K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 2.03% |
$667 - $810
|
453
$41.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.3% |
$667 - $810
|
3.03K
$279K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
8+ 0.08% |
$593 - $720
|
10.1K
$931K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 25.93% |
$519 - $630
|
34
$3.14K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7New |
$519 - $630
|
7
$646
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6New |
$445 - $540
|
6
$554
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5+ 0.03% |
$371 - $450
|
18.2K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 9.26% |
$371 - $450
|
59
$5.45K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$297 - $360
|
4
$369
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
2+ 0.84% |
$148 - $180
|
240
$22.1K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
1+ 0.01% |
$74.1 - $90
|
8.25K
$761K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1+ 0.04% |
$74.1 - $90
|
2.69K
$249K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.45% |
$74.1 - $90
|
70
$6.46K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.97% |
$74.1 - $90
|
102
$9.41K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.01% |
$74.1 - $90
|
7.68K
$708K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.04% |
$297 - $360
|
9.87K
$911K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18- 2.66% |
$1.33K - $1.62K
|
659
$60.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-29- 0.66% |
$2.15K - $2.61K
|
4.38K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-36- 5.52% |
$2.67K - $3.24K
|
616
$56.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-46- 0.99% |
$3.41K - $4.14K
|
4.59K
$423K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-47- 50.0% |
$3.48K - $4.23K
|
47
$4.34K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57- 2.71% |
$4.23K - $5.13K
|
2.05K
$189K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-59- 0.46% |
$4.37K - $5.31K
|
12.8K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-64- 1.53% |
$4.74K - $5.76K
|
4.12K
$380K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-66- 2.0% |
$4.89K - $5.94K
|
3.23K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-68- 0.66% |
$5.04K - $6.12K
|
10.3K
$948K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-74- 0.37% |
$5.49K - $6.66K
|
19.9K
$1.84M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 16.67% |
$5.93K - $7.2K
|
400
$36.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-80- 2.75% |
$5.93K - $7.2K
|
2.83K
$261K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-84- 2.2% |
$6.23K - $7.56K
|
3.73K
$345K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-87- 2.61% |
$6.45K - $7.83K
|
3.24K
$299K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-87- 0.79% |
$6.45K - $7.83K
|
11K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-90- 2.14% |
$6.67K - $8.1K
|
4.12K
$381K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-91- 16.37% |
$6.75K - $8.19K
|
465
$42.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-92- 16.73% |
$6.82K - $8.28K
|
458
$42.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-96- 4.65% |
$7.12K - $8.64K
|
1.97K
$182K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-100- 3.57% |
$7.41K - $9K
|
2.7K
$249K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-111- 1.05% |
$8.23K - $9.99K
|
10.5K
$967K
|