Purchases and Sales Made in Q4 2024 in Sempra Energy (SRE)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
75New |
$6.06K - $7.11K
|
75
$6.53K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
75New |
$6.06K - $7.11K
|
75
$6.53K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
71+ 13.12% |
$5.74K - $6.73K
|
612
$53.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.13% |
$5.66K - $6.63K
|
54.3K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
69New |
$5.58K - $6.54K
|
69
$6.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
67+ 2.38% |
$5.41K - $6.35K
|
2.88K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
66+ 0.66% |
$5.33K - $6.25K
|
10.1K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
64+ 1.49% |
$5.17K - $6.07K
|
4.35K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
61+ 2.29% |
$4.93K - $5.78K
|
2.73K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
59+ 0.99% |
$4.77K - $5.59K
|
6.05K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
56+ 0.99% |
$4.53K - $5.31K
|
5.7K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
55+ 0.66% |
$4.44K - $5.21K
|
8.41K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52+ 0.77% |
$4.2K - $4.93K
|
6.83K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 13.76% |
$4.2K - $4.93K
|
430
$37.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
52+ 1.85% |
$4.2K - $4.93K
|
2.87K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
52New |
$4.2K - $4.93K
|
52
$4.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 12.17% |
$4.04K - $4.74K
|
461
$40.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
48New |
$3.88K - $4.55K
|
48
$4.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
48New |
$3.88K - $4.55K
|
48
$4.18K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
48+ 0.89% |
$3.88K - $4.55K
|
5.45K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 0.23% |
$3.72K - $4.36K
|
20.1K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
46+ 0.26% |
$3.72K - $4.36K
|
17.6K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$3.56K - $4.17K
|
44
$3.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
43+ 0.83% |
$3.47K - $4.08K
|
5.25K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
41+ 0.52% |
$3.31K - $3.89K
|
7.89K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
41New |
$3.31K - $3.89K
|
41
$3.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 0.77% |
$3.31K - $3.89K
|
5.37K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 23.81% |
$3.23K - $3.79K
|
208
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$3.23K - $3.79K
|
40
$3.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36+ 0.35% |
$2.91K - $3.41K
|
10.3K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
36New |
$2.91K - $3.41K
|
36
$3.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$2.83K - $3.32K
|
35
$3.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.57% |
$2.83K - $3.32K
|
6.13K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 0.56% |
$2.75K - $3.22K
|
6.16K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
34+ 0.74% |
$2.75K - $3.22K
|
4.6K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
33+ 0.52% |
$2.67K - $3.13K
|
6.37K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
33+ 6.92% |
$2.67K - $3.13K
|
510
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
33+ 0.75% |
$2.67K - $3.13K
|
4.41K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 1.31% |
$2.59K - $3.03K
|
2.48K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 25.6% |
$2.59K - $3.03K
|
157
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 15.42% |
$2.51K - $2.94K
|
232
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 4.34% |
$2.51K - $2.94K
|
746
$65K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
31+ 0.88% |
$2.51K - $2.94K
|
3.54K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
31+ 1.14% |
$2.51K - $2.94K
|
2.75K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30+ 3.26% |
$2.42K - $2.84K
|
951
$82.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
30+ 0.75% |
$2.42K - $2.84K
|
4.05K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 1.03% |
$2.34K - $2.75K
|
2.85K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
29New |
$2.34K - $2.75K
|
29
$2.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
28+ 0.45% |
$2.26K - $2.65K
|
6.27K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
27+ 0.85% |
$2.18K - $2.56K
|
3.22K
$281K
|