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
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-126- 1.22% |
$9.34K - $11.3K
|
10.2K
$944K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-135- 20.49% |
$10K - $12.1K
|
524
$48.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-153- 3.15% |
$11.3K - $13.8K
|
4.7K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-190- 4.08% |
$14.1K - $17.1K
|
4.47K
$413K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-191- 1.3% |
$14.2K - $17.2K
|
14.6K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200- 0.87% |
$14.8K - $18K
|
22.9K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.58% |
$14.8K - $18K
|
34.2K
$3.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-211- 1.05% |
$15.6K - $19K
|
20K
$1.84M
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-215- 2.35% |
$15.9K - $19.3K
|
8.92K
$823K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-228- 7.02% |
$16.9K - $20.5K
|
3.02K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-232- 6.29% |
$17.2K - $20.9K
|
3.46K
$319K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-287- 4.46% |
$21.3K - $25.8K
|
6.15K
$567K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-288- 8.46% |
$21.4K - $25.9K
|
3.12K
$287K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 69.77% |
$22.2K - $27K
|
130
$12K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-323- 10.1% |
$23.9K - $29.1K
|
2.87K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-328- 2.29% |
$24.3K - $29.5K
|
14K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-333- 4.34% |
$24.7K - $30K
|
7.34K
$678K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-363- 1.97% |
$26.9K - $32.7K
|
18.1K
$1.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-393- 6.71% |
$29.1K - $35.4K
|
5.46K
$504K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-471- 4.81% |
$34.9K - $42.4K
|
9.32K
$860K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-475- 9.69% |
$35.2K - $42.7K
|
4.43K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-511- 0.95% |
$37.9K - $46K
|
53.5K
$4.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-517- 2.61% |
$38.3K - $46.5K
|
19.3K
$1.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-527- 4.25% |
$39.1K - $47.4K
|
11.9K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-578- 9.23% |
$42.9K - $52K
|
5.68K
$524K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-608- 0.27% |
$45.1K - $54.7K
|
227K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-634- 7.8% |
$47K - $57K
|
7.49K
$692K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-690- 9.22% |
$51.2K - $62.1K
|
6.8K
$627K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-751- 0.25% |
$55.7K - $67.6K
|
302K
$27.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-829- 7.44% |
$61.5K - $74.6K
|
10.3K
$952K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-880- 8.01% |
$65.2K - $79.2K
|
10.1K
$933K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-998- 23.92% |
$74K - $89.8K
|
3.18K
$293K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.08K- 0.83% |
$79.8K - $96.9K
|
128K
$11.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.13K- 9.47% |
$83.5K - $101K
|
10.8K
$993K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.31K- 28.95% |
$97.2K - $118K
|
3.22K
$297K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-1.63K- 1.31% |
$121K - $147K
|
123K
$11.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.7K- 4.32% |
$126K - $153K
|
37.7K
$3.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.71K- 11.02% |
$126K - $153K
|
13.8K
$1.27M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.77K- 6.81% |
$131K - $160K
|
24.3K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.9K- 1.99% |
$141K - $171K
|
93.3K
$8.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-2K- 3.57% |
$148K - $180K
|
54.1K
$4.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.35K- 39.09% |
$174K - $211K
|
3.65K
$337K
|
|
|
Oct 06, 2025
Q3 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.5K- 4.44% |
$185K - $225K
|
53.8K
$4.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.59K- 7.58% |
$192K - $233K
|
31.5K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.91K- 44.42% |
$215K - $261K
|
3.64K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-3.52K- 42.84% |
$261K - $317K
|
4.7K
$434K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.78K- 20.04% |
$280K - $340K
|
15.1K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.36K- 11.39% |
$323K - $392K
|
33.9K
$3.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.97K- 26.4% |
$368K - $447K
|
13.9K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.44K- 20.7% |
$403K - $489K
|
20.8K
$1.92M
|