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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 2.5% |
$4.44K - $5.21K
|
2.14K
$171K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.52% |
$4.44K - $5.21K
|
10.5K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-55- 2.18% |
$4.44K - $5.21K
|
2.47K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-55- 2.19% |
$4.44K - $5.21K
|
2.45K
$196K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-57- 2.1% |
$4.61K - $5.4K
|
2.65K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-62- 1.69% |
$5.01K - $5.88K
|
3.61K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-65- 1.55% |
$5.25K - $6.16K
|
4.14K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-65- 0.49% |
$5.25K - $6.16K
|
13.1K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 4.78% |
$5.33K - $6.25K
|
1.32K
$105K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 1.03% |
$5.41K - $6.35K
|
6.44K
$514K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-70- 0.66% |
$5.66K - $6.63K
|
10.5K
$841K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-70- 0.36% |
$5.66K - $6.63K
|
19.6K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-71- 1.39% |
$5.74K - $6.73K
|
5.03K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-76- 0.8% |
$6.14K - $7.2K
|
9.37K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-77- 1.95% |
$6.22K - $7.3K
|
3.88K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-78- 0.53% |
$6.3K - $7.39K
|
14.7K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-80- 20.62% |
$6.46K - $7.58K
|
308
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-82- 1.08% |
$6.63K - $7.77K
|
7.54K
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-86- 0.18% |
$6.95K - $8.15K
|
48.5K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-89- 11.6% |
$7.19K - $8.43K
|
678
$54.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-93- 0.63% |
$7.52K - $8.81K
|
14.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 0.03% |
$7.52K - $8.81K
|
357K
$28.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-96- 1.82% |
$7.76K - $9.1K
|
5.18K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-96- 2.87% |
$7.76K - $9.1K
|
3.25K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103- 1.5% |
$8.32K - $9.76K
|
6.74K
$538K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-105- 0.75% |
$8.49K - $9.95K
|
13.9K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-108- 4.07% |
$8.73K - $10.2K
|
2.55K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-109- 2.18% |
$8.81K - $10.3K
|
4.88K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-113- 0.29% |
$9.13K - $10.7K
|
39.1K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-115- 4.96% |
$9.29K - $10.9K
|
2.21K
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-127- 0.27% |
$10.3K - $12K
|
46.4K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 0.01% |
$10.4K - $12.2K
|
1.27M
$102M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 1.32% |
$10.5K - $12.3K
|
9.73K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-136- 0.92% |
$11K - $12.9K
|
14.7K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-142- 2.53% |
$11.5K - $13.5K
|
5.48K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-143- 5.54% |
$11.6K - $13.6K
|
2.44K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-146- 5.22% |
$11.8K - $13.8K
|
2.65K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-148- 1.96% |
$12K - $14K
|
7.39K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-148- 3.97% |
$12K - $14K
|
3.58K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-155Closed |
$12.5K - $14.7K
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-160- 0.76% |
$12.9K - $15.2K
|
20.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-160- 7.84% |
$12.9K - $15.2K
|
1.88K
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-162- 1.93% |
$13.1K - $15.4K
|
8.21K
$655K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-164- 0.77% |
$13.3K - $15.5K
|
21.1K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-169- 68.98% |
$13.7K - $16K
|
76
$6.06K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-177- 3.3% |
$14.3K - $16.8K
|
5.19K
$414K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-178- 0.5% |
$14.4K - $16.9K
|
35.4K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-179- 37.68% |
$14.5K - $17K
|
296
$23.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-184- 2.71% |
$14.9K - $17.4K
|
6.62K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-184- 1.2% |
$14.9K - $17.4K
|
15.2K
$1.21M
|