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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-570- 2.04% |
$46.1K - $54K
|
27.4K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-576- 5.3% |
$46.5K - $54.6K
|
10.3K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-583- 16.96% |
$47.1K - $55.3K
|
2.85K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-598- 2.63% |
$48.3K - $56.7K
|
22.2K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-599- 1.36% |
$48.4K - $56.8K
|
43.5K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-599- 99.5% |
$48.4K - $56.8K
|
3
$237
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-640- 6.64% |
$51.7K - $60.7K
|
9K
$710K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-653- 8.0% |
$52.8K - $61.9K
|
7.51K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-655- 22.03% |
$52.9K - $62.1K
|
2.32K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-660- 12.34% |
$53.3K - $62.5K
|
4.69K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-676- 69.98% |
$54.6K - $64.1K
|
290
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-697- 63.65% |
$56.3K - $66.1K
|
398
$31.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-698- 2.55% |
$56.4K - $66.1K
|
26.7K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-700- 9.4% |
$56.6K - $66.3K
|
6.75K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-701- 3.75% |
$56.6K - $66.4K
|
18K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-702- 16.1% |
$56.7K - $66.5K
|
3.66K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-703- 10.96% |
$56.8K - $66.6K
|
5.71K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-727- 6.0% |
$58.7K - $68.9K
|
11.4K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-728- 0.95% |
$58.8K - $69K
|
75.8K
$5.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-800- 0.29% |
$64.6K - $75.8K
|
280K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.58% |
$64.6K - $75.8K
|
30.2K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-820- 7.31% |
$66.3K - $77.7K
|
10.4K
$821K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-823- 21.64% |
$66.5K - $78K
|
2.98K
$235K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-835- 23.39% |
$67.5K - $79.1K
|
2.74K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-843- 4.45% |
$68.1K - $79.9K
|
18.1K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-875- 1.69% |
$70.7K - $82.9K
|
51K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-900- 11.54% |
$72.7K - $85.3K
|
6.9K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-901- 6.91% |
$72.8K - $85.4K
|
12.1K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 87.44% |
$73.1K - $85.8K
|
130
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-918- 18.22% |
$74.2K - $87K
|
4.12K
$325K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-925- 18.66% |
$74.7K - $87.7K
|
4.03K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-939- 3.71% |
$75.9K - $89K
|
24.3K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-948- 11.98% |
$76.6K - $89.8K
|
6.97K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-975- 2.78% |
$78.8K - $92.4K
|
34K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-989- 0.75% |
$79.9K - $93.7K
|
131K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-990- 9.27% |
$80K - $93.8K
|
9.69K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 13.99% |
$82.3K - $96.6K
|
6.27K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.05K- 4.21% |
$84.7K - $99.3K
|
23.8K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.05K- 6.05% |
$84.9K - $99.6K
|
16.3K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.07K- 25.17% |
$86.5K - $101K
|
3.18K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.1K- 0.88% |
$89K - $104K
|
124K
$9.82M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.11K- 2.58% |
$89.8K - $105K
|
41.9K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 11.17% |
$89.9K - $105K
|
8.85K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.12K- 12.26% |
$90.7K - $106K
|
8.04K
$634K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 73.79% |
$91K - $107K
|
400
$31.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.17K- 4.53% |
$94.5K - $111K
|
24.6K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.18K- 32.65% |
$95K - $111K
|
2.43K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 6.26% |
$95.6K - $112K
|
17.7K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 0.96% |
$96.3K - $113K
|
123K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.19K- 14.37% |
$96.4K - $113K
|
7.11K
$561K
|