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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7- 0.23% |
$566 - $663
|
2.98K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-7- 14.89% |
$566 - $663
|
40
$2.89K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7- 0.29% |
$566 - $663
|
2.39K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-8- 0.26% |
$646 - $758
|
3.08K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-8- 0.25% |
$646 - $758
|
3.23K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-10- 0.36% |
$808 - $948
|
2.77K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.2% |
$808 - $948
|
5.12K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-10- 0.14% |
$808 - $948
|
7.22K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-11- 0.11% |
$889 - $1.04K
|
10.2K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.26% |
$889 - $1.04K
|
4.29K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 0.56% |
$970 - $1.14K
|
2.14K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-12- 0.26% |
$970 - $1.14K
|
4.6K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 8.9% |
$1.05K - $1.23K
|
133
$9.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.2% |
$1.05K - $1.23K
|
6.37K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-13- 50.0% |
$1.05K - $1.23K
|
13
$940
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 8.23% |
$1.05K - $1.23K
|
145
$10.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.33K
|
8.08K
$584K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 1.86% |
$1.21K - $1.42K
|
790
$57.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 1.1% |
$1.21K - $1.42K
|
1.35K
$97.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-15- 4.87% |
$1.21K - $1.42K
|
293
$21.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15- 7.54% |
$1.21K - $1.42K
|
184
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-16- 0.52% |
$1.29K - $1.52K
|
3.06K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17- 2.49% |
$1.37K - $1.61K
|
666
$48.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 1.21% |
$1.62K - $1.9K
|
1.64K
$118K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-22- 0.34% |
$1.78K - $2.08K
|
6.36K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-26- 0.56% |
$2.1K - $2.46K
|
4.59K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-29- 0.53% |
$2.34K - $2.75K
|
5.4K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 3.56% |
$2.42K - $2.84K
|
812
$58.7K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.06% |
$2.42K - $2.84K
|
2.8K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-34- 0.65% |
$2.75K - $3.22K
|
5.16K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 2.22% |
$2.83K - $3.32K
|
1.54K
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-36- 0.72% |
$2.91K - $3.41K
|
4.99K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 1.23% |
$2.91K - $3.41K
|
2.88K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-37- 1.28% |
$2.99K - $3.51K
|
2.85K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-37- 17.29% |
$2.99K - $3.51K
|
177
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 36.84% |
$3.39K - $3.98K
|
72
$5.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-44- 0.56% |
$3.56K - $4.17K
|
7.85K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-46- 1.8% |
$3.72K - $4.36K
|
2.51K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-51- 0.54% |
$4.12K - $4.83K
|
9.48K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-54- 6.07% |
$4.36K - $5.12K
|
836
$60.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 2.5% |
$4.44K - $5.21K
|
2.14K
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.52% |
$4.44K - $5.21K
|
10.5K
$762K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-55- 2.18% |
$4.44K - $5.21K
|
2.47K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-55- 2.19% |
$4.44K - $5.21K
|
2.45K
$177K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-57- 2.1% |
$4.61K - $5.4K
|
2.65K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-62- 1.69% |
$5.01K - $5.88K
|
3.61K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-65- 1.55% |
$5.25K - $6.16K
|
4.14K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-65- 0.49% |
$5.25K - $6.16K
|
13.1K
$949K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 4.78% |
$5.33K - $6.25K
|
1.32K
$95.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 1.03% |
$5.41K - $6.35K
|
6.44K
$466K
|