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 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-342- 10.46% |
$27.6K - $32.4K
|
2.93K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-344- 0.26% |
$27.8K - $32.6K
|
130K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 9.29% |
$28K - $32.9K
|
3.39K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-371- 2.05% |
$30K - $35.2K
|
17.7K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-380- 72.24% |
$30.7K - $36K
|
146
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-383- 14.0% |
$31K - $36.3K
|
2.35K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-386- 21.48% |
$31.2K - $36.6K
|
1.41K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-390- 6.64% |
$31.5K - $37K
|
5.48K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-393- 6.99% |
$31.8K - $37.2K
|
5.23K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-403- 5.05% |
$32.6K - $38.2K
|
7.58K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-410- 11.46% |
$33.1K - $38.9K
|
3.17K
$276K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-435- 6.03% |
$35.2K - $41.2K
|
6.78K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-444- 3.64% |
$35.9K - $42.1K
|
11.8K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-452- 4.13% |
$36.5K - $42.8K
|
10.5K
$913K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-470- 12.2% |
$38K - $44.5K
|
3.38K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-472- 2.21% |
$38.1K - $44.7K
|
20.9K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-489- 5.16% |
$39.5K - $46.3K
|
8.99K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-494- 17.29% |
$39.9K - $46.8K
|
2.36K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-510- 6.21% |
$41.2K - $48.3K
|
7.7K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-536- 0.28% |
$43.3K - $50.8K
|
191K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-542- 1.36% |
$43.8K - $51.4K
|
39.2K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-544- 18.32% |
$44K - $51.6K
|
2.43K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-548- 1.1% |
$44.3K - $51.9K
|
49.3K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-557- 4.61% |
$45K - $52.8K
|
11.5K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-560- 3.33% |
$45.3K - $53.1K
|
16.3K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-570- 2.04% |
$46.1K - $54K
|
27.4K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-576- 5.3% |
$46.5K - $54.6K
|
10.3K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-583- 16.96% |
$47.1K - $55.3K
|
2.85K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-598- 2.63% |
$48.3K - $56.7K
|
22.2K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-599- 99.5% |
$48.4K - $56.8K
|
3
$261
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-599- 1.36% |
$48.4K - $56.8K
|
43.5K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-640- 6.64% |
$51.7K - $60.7K
|
9K
$784K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-653- 8.0% |
$52.8K - $61.9K
|
7.51K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-655- 22.03% |
$52.9K - $62.1K
|
2.32K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-660- 12.34% |
$53.3K - $62.5K
|
4.69K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-676- 69.98% |
$54.6K - $64.1K
|
290
$25.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-697- 63.65% |
$56.3K - $66.1K
|
398
$34.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-698- 2.55% |
$56.4K - $66.1K
|
26.7K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-700- 9.4% |
$56.6K - $66.3K
|
6.75K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-701- 3.75% |
$56.6K - $66.4K
|
18K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-702- 16.1% |
$56.7K - $66.5K
|
3.66K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-703- 10.96% |
$56.8K - $66.6K
|
5.71K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-727- 6.0% |
$58.7K - $68.9K
|
11.4K
$991K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-728- 0.95% |
$58.8K - $69K
|
75.8K
$6.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-800- 0.29% |
$64.6K - $75.8K
|
280K
$24.4M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.58% |
$64.6K - $75.8K
|
30.2K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-820- 7.31% |
$66.3K - $77.7K
|
10.4K
$906K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-823- 21.64% |
$66.5K - $78K
|
2.98K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-843- 4.45% |
$68.1K - $79.9K
|
18.1K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-875- 1.69% |
$70.7K - $82.9K
|
51K
$4.44M
|