Purchases and Sales Made in Q4 2024 in Sempra Energy (SRE)

SRE Quotes by TradingView

This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2024. 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
Jan 28, 2025 Q4 2024
Farmers & Merchants Investments Inc

BUY
 -
100
+ 21.93%
$8.08K - $9.48K
556 $40.2K
Feb 10, 2025 Q4 2024
Aviso Financial Inc.

Toronto, A6
BUY
 -
100
+ 0.85%
$8.08K - $9.48K
11.9K $857K
Feb 14, 2025 Q4 2024
Minot De Blois Advisors LLC

Boston, MA
BUY
 -
100
New
$8.08K - $9.48K
100 $7.23K
Mar 04, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
100
+ 1.4%
$8.08K - $9.48K
7.25K $524K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
97
+ 3.77%
$7.84K - $9.19K
2.67K $193K
Jan 27, 2025 Q4 2024
Eagle Ridge Investment Management

BUY
 -
96
+ 0.07%
$7.76K - $9.1K
144K $10.4M
Feb 03, 2025 Q4 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
95
New
$7.68K - $9K
95 $6.87K
Feb 12, 2025 Q4 2024
New Age Alpha Advisors, LLC

Rye, NY
BUY
 -
95
New
$7.68K - $9K
95 $6.87K
Feb 11, 2025 Q4 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
93
+ 0.37%
$7.52K - $8.81K
25.1K $1.82M
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

BUY
 -
86
+ 0.81%
$6.95K - $8.15K
10.8K $778K
Jan 06, 2025 Q4 2024
Doliver Advisors, LP

Houston, TX
BUY
 -
82
+ 3.38%
$6.63K - $7.77K
2.51K $181K
Feb 04, 2025 Q4 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
82
+ 1.21%
$6.63K - $7.77K
6.84K $494K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
79
New
$6.38K - $7.49K
79 $5.71K
Jan 29, 2025 Q4 2024
Avestar Capital, LLC

BUY
 -
78
+ 0.91%
$6.3K - $7.39K
8.67K $627K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
75
New
$6.06K - $7.11K
75 $5.42K
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
75
New
$6.06K - $7.11K
75 $5.42K
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
71
+ 13.12%
$5.74K - $6.73K
612 $44.3K
Feb 04, 2025 Q4 2024
Oregon Public Employees Retirement Fund

BUY
 -
70
+ 0.13%
$5.66K - $6.63K
54.3K $3.93M
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
69
New
$5.58K - $6.54K
69 $4.99K
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
67
+ 2.38%
$5.41K - $6.35K
2.88K $208K
Feb 05, 2025 Q4 2024
Norden Group LLC

Provo, UT
BUY
 -
66
+ 0.66%
$5.33K - $6.25K
10.1K $733K
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
64
+ 1.49%
$5.17K - $6.07K
4.35K $314K
Jan 15, 2025 Q4 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
61
+ 2.29%
$4.93K - $5.78K
2.73K $197K
Feb 04, 2025 Q4 2024
Pointe Capital Management LLC

BUY
 -
59
+ 0.99%
$4.77K - $5.59K
6.05K $437K
Feb 13, 2025 Q4 2024
Sepio Capital, LP

BUY
 -
56
+ 0.99%
$4.53K - $5.31K
5.7K $412K
Feb 11, 2025 Q4 2024
Mendel Money Management

Northbrook, IL
BUY
 -
55
+ 0.66%
$4.44K - $5.21K
8.41K $608K
Jan 13, 2025 Q4 2024
Ewg Elevate Inc.

BUY
 -
52
+ 1.85%
$4.2K - $4.93K
2.87K $207K
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
52
+ 0.77%
$4.2K - $4.93K
6.83K $494K
Feb 06, 2025 Q4 2024
Clal Insurance Enterprises Holdings LTD

Tel Aviv, L3
BUY
 -
52
New
$4.2K - $4.93K
52 $3.76K
Feb 07, 2025 Q4 2024
Hollencrest Capital Management

BUY
 -
52
+ 13.76%
$4.2K - $4.93K
430 $31.1K
Feb 13, 2025 Q4 2024
Covestor LTD

Boston, MA
BUY
 -
50
+ 12.17%
$4.04K - $4.74K
461 $33.3K
Jan 28, 2025 Q4 2024
Byrne Asset Management LLC

BUY
 -
48
New
$3.88K - $4.55K
48 $3.47K
Jan 07, 2025 Q4 2024
Diversified Trust CO

BUY
 -
48
+ 0.89%
$3.88K - $4.55K
5.45K $394K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
48
New
$3.88K - $4.55K
48 $3.47K
Feb 10, 2025 Q4 2024
Fox Hill Wealth Management

Dedham, MA
BUY
 -
46
+ 0.26%
$3.72K - $4.36K
17.6K $1.27M
Feb 11, 2025 Q4 2024
Northwestern Mutual Investment Management Company, LLC

BUY
 -
46
+ 0.23%
$3.72K - $4.36K
20.1K $1.45M
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
45
New
$3.64K - $4.26K
45 $3.25K
Jan 10, 2025 Q4 2024
Lowe Wealth Advisors, LLC

BUY
 -
44
New
$3.56K - $4.17K
44 $3.18K
Feb 06, 2025 Q4 2024
Amg National Trust Bank

BUY
 -
43
+ 0.83%
$3.47K - $4.08K
5.25K $380K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
41
New
$3.31K - $3.89K
41 $2.96K
Feb 03, 2025 Q4 2024
Transcend Capital Advisors, LLC

BUY
 -
41
+ 0.77%
$3.31K - $3.89K
5.37K $388K
Feb 13, 2025 Q4 2024
Sgl Investment Advisors, Inc.

Missoula, MT
BUY
 -
41
+ 0.52%
$3.31K - $3.89K
7.89K $570K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
40
+ 23.81%
$3.23K - $3.79K
208 $15K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
40
New
$3.23K - $3.79K
40 $2.89K
Feb 11, 2025 Q4 2024
Crowley Wealth Management, Inc.

Wilmington, DE
BUY
 -
36
New
$2.91K - $3.41K
36 $2.6K
Feb 14, 2025 Q4 2024
Prosperity Consulting Group, LLC

BUY
 -
36
+ 0.35%
$2.91K - $3.41K
10.3K $748K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
35
New
$2.83K - $3.32K
35 $2.53K
Feb 14, 2025 Q4 2024
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
35
+ 0.57%
$2.83K - $3.32K
6.13K $444K
Jan 17, 2025 Q4 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
34
+ 0.74%
$2.75K - $3.22K
4.6K $333K

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