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 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-900- 11.54% |
$72.7K - $85.3K
|
6.9K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-901- 6.91% |
$72.8K - $85.4K
|
12.1K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 87.44% |
$73.1K - $85.8K
|
130
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-918- 18.22% |
$74.2K - $87K
|
4.12K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-939- 3.71% |
$75.9K - $89K
|
24.3K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-948- 11.98% |
$76.6K - $89.8K
|
6.97K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-975- 2.78% |
$78.8K - $92.4K
|
34K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-989- 0.75% |
$79.9K - $93.7K
|
131K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-990- 9.27% |
$80K - $93.8K
|
9.69K
$844K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 13.99% |
$82.3K - $96.6K
|
6.27K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.05K- 4.21% |
$84.7K - $99.3K
|
23.8K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.05K- 6.05% |
$84.9K - $99.6K
|
16.3K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.07K- 25.17% |
$86.5K - $101K
|
3.18K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.1K- 0.88% |
$89K - $104K
|
124K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.11K- 2.58% |
$89.8K - $105K
|
41.9K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 11.17% |
$89.9K - $105K
|
8.85K
$770K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.12K- 12.26% |
$90.7K - $106K
|
8.04K
$700K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 73.79% |
$91K - $107K
|
400
$34.8K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.17K- 4.53% |
$94.5K - $111K
|
24.6K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.18K- 32.65% |
$95K - $111K
|
2.43K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 6.26% |
$95.6K - $112K
|
17.7K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 0.96% |
$96.3K - $113K
|
123K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.19K- 14.37% |
$96.4K - $113K
|
7.11K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.27K- 23.06% |
$102K - $120K
|
4.23K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.36K- 0.98% |
$110K - $129K
|
137K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.5K- 39.48% |
$121K - $142K
|
2.3K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.5K- 2.44% |
$121K - $142K
|
59.9K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 4.21% |
$121K - $142K
|
34.1K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.5K- 4.41% |
$121K - $142K
|
32.5K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.5K- 14.19% |
$122K - $143K
|
9.1K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.67K- 5.33% |
$135K - $158K
|
29.6K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.7K- 15.68% |
$138K - $161K
|
9.15K
$797K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-1.7K- 0.44% |
$138K - $161K
|
384K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.71K- 3.25% |
$138K - $162K
|
50.7K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.77K- 0.81% |
$143K - $167K
|
215K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.84K- 2.52% |
$149K - $174K
|
71.1K
$6.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.93K- 34.98% |
$156K - $183K
|
3.58K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.08K- 2.8% |
$168K - $197K
|
72.2K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.09K- 2.68% |
$169K - $198K
|
75.9K
$6.61M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.11K- 6.09% |
$171K - $200K
|
32.5K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-2.13K- 13.89% |
$172K - $201K
|
13.2K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.42K- 82.08% |
$196K - $230K
|
529
$46.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.48K- 2.45% |
$200K - $235K
|
98.5K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.54K- 2.92% |
$205K - $241K
|
84.3K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 51.56% |
$211K - $248K
|
2.46K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.65K- 4.09% |
$214K - $251K
|
62K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.67K- 0.55% |
$216K - $253K
|
488K
$42.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.74K- 54.08% |
$221K - $259K
|
2.32K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-2.79K- 2.82% |
$226K - $265K
|
96.3K
$8.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.82K- 24.35% |
$227K - $267K
|
8.75K
$762K
|