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
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-179- 37.68% |
$14.5K - $17K
|
296
$27.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-184- 2.71% |
$14.9K - $17.4K
|
6.62K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-184- 1.2% |
$14.9K - $17.4K
|
15.2K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-190- 11.4% |
$15.4K - $18K
|
1.48K
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-200- 5.56% |
$16.2K - $19K
|
3.4K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-201- 0.32% |
$16.2K - $19K
|
61.7K
$5.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-203- 19.26% |
$16.4K - $19.2K
|
851
$78.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-212- 7.31% |
$17.1K - $20.1K
|
2.69K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-214- 5.76% |
$17.3K - $20.3K
|
3.5K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-226- 4.28% |
$18.3K - $21.4K
|
5.06K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-226- 1.05% |
$18.3K - $21.4K
|
21.3K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 50.0% |
$18.5K - $21.7K
|
229
$21.1K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-230- 2.41% |
$18.6K - $21.8K
|
9.31K
$859K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-231- 0.11% |
$18.7K - $21.9K
|
206K
$19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 3.61% |
$18.8K - $22.1K
|
6.22K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-240- 3.67% |
$19.4K - $22.7K
|
6.31K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-242- 3.39% |
$19.6K - $22.9K
|
6.91K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-243- 7.66% |
$19.6K - $23K
|
2.93K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-244- 8.27% |
$19.7K - $23.1K
|
2.71K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-246- 1.81% |
$19.9K - $23.3K
|
13.3K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-247- 1.39% |
$20K - $23.4K
|
17.5K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-248- 1.3% |
$20K - $23.5K
|
18.8K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 0.86% |
$20.2K - $23.7K
|
28.9K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-251- 1.17% |
$20.3K - $23.8K
|
21.3K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-252- 6.03% |
$20.4K - $23.9K
|
3.92K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-266- 8.18% |
$21.5K - $25.2K
|
2.98K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 9.8% |
$23.4K - $27.4K
|
2.66K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-293- 3.15% |
$23.7K - $27.8K
|
9.02K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 3.83% |
$24.2K - $28.4K
|
7.54K
$696K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-332- 2.92% |
$26.8K - $31.5K
|
11K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-338- 1.93% |
$27.3K - $32K
|
17.1K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-342- 10.46% |
$27.6K - $32.4K
|
2.93K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-344- 0.26% |
$27.8K - $32.6K
|
130K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 9.29% |
$28K - $32.9K
|
3.39K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-371- 2.05% |
$30K - $35.2K
|
17.7K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-380- 72.24% |
$30.7K - $36K
|
146
$13.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-383- 14.0% |
$31K - $36.3K
|
2.35K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-386- 21.48% |
$31.2K - $36.6K
|
1.41K
$130K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-389- 4.31% |
$31.4K - $36.9K
|
8.65K
$798K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-390- 6.64% |
$31.5K - $37K
|
5.48K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-393- 6.99% |
$31.8K - $37.2K
|
5.23K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-403- 5.05% |
$32.6K - $38.2K
|
7.58K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-410- 11.46% |
$33.1K - $38.9K
|
3.17K
$292K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-435- 6.03% |
$35.2K - $41.2K
|
6.78K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-444- 3.64% |
$35.9K - $42.1K
|
11.8K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-452- 4.13% |
$36.5K - $42.8K
|
10.5K
$967K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-470- 12.2% |
$38K - $44.5K
|
3.38K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-472- 2.21% |
$38.1K - $44.7K
|
20.9K
$1.93M
|