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 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
43+ 0.83% |
$3.47K - $4.08K
|
5.25K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
41New |
$3.31K - $3.89K
|
41
$3.78K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 0.77% |
$3.31K - $3.89K
|
5.37K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
41+ 0.52% |
$3.31K - $3.89K
|
7.89K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 23.81% |
$3.23K - $3.79K
|
208
$19.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$3.23K - $3.79K
|
40
$3.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
36New |
$2.91K - $3.41K
|
36
$3.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36+ 0.35% |
$2.91K - $3.41K
|
10.3K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$2.83K - $3.32K
|
35
$3.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.57% |
$2.83K - $3.32K
|
6.13K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
34+ 0.74% |
$2.75K - $3.22K
|
4.6K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 0.56% |
$2.75K - $3.22K
|
6.16K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
33+ 0.52% |
$2.67K - $3.13K
|
6.37K
$588K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
33+ 6.92% |
$2.67K - $3.13K
|
510
$47.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
33+ 0.75% |
$2.67K - $3.13K
|
4.41K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 1.31% |
$2.59K - $3.03K
|
2.48K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 25.6% |
$2.59K - $3.03K
|
157
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 15.42% |
$2.51K - $2.94K
|
232
$21.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
31+ 0.88% |
$2.51K - $2.94K
|
3.54K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 4.34% |
$2.51K - $2.94K
|
746
$68.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
31+ 1.14% |
$2.51K - $2.94K
|
2.75K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
30+ 0.75% |
$2.42K - $2.84K
|
4.05K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30+ 3.26% |
$2.42K - $2.84K
|
951
$87.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 1.03% |
$2.34K - $2.75K
|
2.85K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
29New |
$2.34K - $2.75K
|
29
$2.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
28+ 0.45% |
$2.26K - $2.65K
|
6.27K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27+ 1.1% |
$2.18K - $2.56K
|
2.48K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27+ 40.91% |
$2.18K - $2.56K
|
93
$8.58K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
27+ 0.85% |
$2.18K - $2.56K
|
3.22K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
27+ 0.26% |
$2.18K - $2.56K
|
10.4K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.4% |
$2.02K - $2.37K
|
6.3K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24+ 5.47% |
$1.94K - $2.27K
|
463
$42.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
24+ 0.74% |
$1.94K - $2.27K
|
3.28K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23+ 0.42% |
$1.86K - $2.18K
|
5.44K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22+ 11.7% |
$1.78K - $2.08K
|
210
$19.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.75% |
$1.7K - $1.99K
|
2.82K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
20+ 0.74% |
$1.62K - $1.9K
|
2.72K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
20+ 0.03% |
$1.62K - $1.9K
|
57.9K
$5.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.62K - $1.9K
|
20
$1.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20+ 0.06% |
$1.62K - $1.9K
|
34.4K
$3.17M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20+ 0.06% |
$1.62K - $1.9K
|
34.4K
$3.17M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19New |
$1.54K - $1.8K
|
19
$1.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
18+ 0.65% |
$1.45K - $1.71K
|
2.78K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18New |
$1.45K - $1.71K
|
18
$1.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.31% |
$1.37K - $1.61K
|
5.54K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$1.37K - $1.61K
|
17
$1.57K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
17+ 0.36% |
$1.37K - $1.61K
|
4.71K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
17+ 0.65% |
$1.37K - $1.61K
|
2.64K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$1.37K - $1.61K
|
17
$1.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17+ 0.17% |
$1.37K - $1.61K
|
10.1K
$928K
|