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 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5+ 0.13% |
$404 - $474
|
3.92K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.07% |
$404 - $474
|
7.58K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$404 - $474
|
5
$436
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$323 - $379
|
47.9K
$4.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 36.36% |
$323 - $379
|
15
$1.31K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.41% |
$323 - $379
|
978
$85.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.46% |
$323 - $379
|
865
$75.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
3+ 0.12% |
$242 - $284
|
2.52K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.03% |
$242 - $284
|
9.77K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.32% |
$162 - $190
|
636
$55.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$162 - $190
|
344
$30K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$162 - $190
|
2.56K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2+ 0.08% |
$162 - $190
|
2.41K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.11% |
$80.8 - $94.8
|
91
$7.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.42% |
$80.8 - $94.8
|
241
$21K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.96% |
$80.8 - $94.8
|
105
$9.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$80.8 - $94.8
|
1.07K
$93.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$80.8 - $94.8
|
1.09K
$94.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$80.8 - $94.8
|
203
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.19% |
$80.8 - $94.8
|
521
$45.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$162 - $190
|
6.74K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.9% |
$162 - $190
|
27
$2.35K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-2- 0.06% |
$162 - $190
|
3.08K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.08% |
$242 - $284
|
3.98K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.08% |
$323 - $379
|
4.92K
$428K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-5- 0.1% |
$404 - $474
|
5.12K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$485 - $569
|
2.69K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-6- 0.09% |
$485 - $569
|
6.85K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-7- 14.89% |
$566 - $663
|
40
$3.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7- 0.23% |
$566 - $663
|
2.98K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7- 0.29% |
$566 - $663
|
2.39K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-8- 0.25% |
$646 - $758
|
3.23K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-8- 0.26% |
$646 - $758
|
3.08K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-10- 0.36% |
$808 - $948
|
2.77K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.2% |
$808 - $948
|
5.12K
$446K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-10- 0.14% |
$808 - $948
|
7.22K
$629K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.26% |
$889 - $1.04K
|
4.29K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-11- 0.11% |
$889 - $1.04K
|
10.2K
$886K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-12- 0.26% |
$970 - $1.14K
|
4.6K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 0.56% |
$970 - $1.14K
|
2.14K
$187K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 8.9% |
$1.05K - $1.23K
|
133
$11.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.2% |
$1.05K - $1.23K
|
6.37K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-13- 50.0% |
$1.05K - $1.23K
|
13
$1.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 8.23% |
$1.05K - $1.23K
|
145
$12.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.33K
|
8.08K
$704K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 1.1% |
$1.21K - $1.42K
|
1.35K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15- 7.54% |
$1.21K - $1.42K
|
184
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-15- 4.87% |
$1.21K - $1.42K
|
293
$25.5K
|