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 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 50.0% |
$18.5K - $21.7K
|
229
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-230- 2.41% |
$18.6K - $21.8K
|
9.31K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-231- 0.11% |
$18.7K - $21.9K
|
206K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 3.61% |
$18.8K - $22.1K
|
6.22K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-240- 3.67% |
$19.4K - $22.7K
|
6.31K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-242- 3.39% |
$19.6K - $22.9K
|
6.91K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-243- 7.66% |
$19.6K - $23K
|
2.93K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-244- 8.27% |
$19.7K - $23.1K
|
2.71K
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-246- 1.81% |
$19.9K - $23.3K
|
13.3K
$964K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-247- 1.39% |
$20K - $23.4K
|
17.5K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-248- 1.3% |
$20K - $23.5K
|
18.8K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 0.86% |
$20.2K - $23.7K
|
28.9K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-251- 1.17% |
$20.3K - $23.8K
|
21.3K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-252- 6.03% |
$20.4K - $23.9K
|
3.92K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-266- 8.18% |
$21.5K - $25.2K
|
2.98K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 9.8% |
$23.4K - $27.4K
|
2.66K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-293- 3.15% |
$23.7K - $27.8K
|
9.02K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 3.83% |
$24.2K - $28.4K
|
7.54K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-332- 2.92% |
$26.8K - $31.5K
|
11K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-338- 1.93% |
$27.3K - $32K
|
17.1K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-342- 10.46% |
$27.6K - $32.4K
|
2.93K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-344- 0.26% |
$27.8K - $32.6K
|
130K
$9.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 9.29% |
$28K - $32.9K
|
3.39K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-371- 2.05% |
$30K - $35.2K
|
17.7K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-380- 72.24% |
$30.7K - $36K
|
146
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-383- 14.0% |
$31K - $36.3K
|
2.35K
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-386- 21.48% |
$31.2K - $36.6K
|
1.41K
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-390- 6.64% |
$31.5K - $37K
|
5.48K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-393- 6.99% |
$31.8K - $37.2K
|
5.23K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-403- 5.05% |
$32.6K - $38.2K
|
7.58K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-410- 11.46% |
$33.1K - $38.9K
|
3.17K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-435- 6.03% |
$35.2K - $41.2K
|
6.78K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-444- 3.64% |
$35.9K - $42.1K
|
11.8K
$850K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-452- 4.13% |
$36.5K - $42.8K
|
10.5K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-470- 12.2% |
$38K - $44.5K
|
3.38K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-472- 2.21% |
$38.1K - $44.7K
|
20.9K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-489- 5.16% |
$39.5K - $46.3K
|
8.99K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-494- 17.29% |
$39.9K - $46.8K
|
2.36K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-510- 6.21% |
$41.2K - $48.3K
|
7.7K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-536- 0.28% |
$43.3K - $50.8K
|
191K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-542- 1.36% |
$43.8K - $51.4K
|
39.2K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-544- 18.32% |
$44K - $51.6K
|
2.43K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-548- 1.1% |
$44.3K - $51.9K
|
49.3K
$3.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-557- 4.61% |
$45K - $52.8K
|
11.5K
$834K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-560- 3.33% |
$45.3K - $53.1K
|
16.3K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-570- 2.04% |
$46.1K - $54K
|
27.4K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-576- 5.3% |
$46.5K - $54.6K
|
10.3K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-583- 16.96% |
$47.1K - $55.3K
|
2.85K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-598- 2.63% |
$48.3K - $56.7K
|
22.2K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-599- 1.36% |
$48.4K - $56.8K
|
43.5K
$3.15M
|