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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$431K - $506K
|
5.34K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.32KNew |
$430K - $504K
|
5.32K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
5.31K+ 13.99% |
$429K - $503K
|
43.2K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$427K - $501K
|
5.29K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.26KNew |
$425K - $498K
|
5.26K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.16KNew |
$417K - $489K
|
5.16K
$363K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
5K+ 30.49% |
$404K - $474K
|
21.4K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.98KNew |
$402K - $472K
|
4.98K
$351K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.94K+ 51.85% |
$399K - $468K
|
14.5K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.92K+ 24.4% |
$398K - $467K
|
25.1K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.86KNew |
$393K - $461K
|
4.86K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.79K+ 94.27% |
$387K - $454K
|
9.87K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
4.62KNew |
$373K - $438K
|
4.62K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
4.58KNew |
$370K - $434K
|
4.58K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.53KNew |
$366K - $429K
|
4.53K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.52K+ 50.39% |
$365K - $428K
|
13.5K
$951K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.41KNew |
$356K - $417K
|
4.41K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
4.38KNew |
$354K - $415K
|
4.38K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
4.38KNew |
$354K - $415K
|
4.38K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$346K - $406K
|
4.28K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.23K+ 5.42% |
$341K - $400K
|
82.2K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.2KNew |
$339K - $398K
|
4.2K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.1KNew |
$331K - $388K
|
4.1K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.04KNew |
$326K - $382K
|
4.04K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.99KNew |
$323K - $378K
|
3.99K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.96K+ 5.11% |
$320K - $375K
|
81.5K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.95KNew |
$319K - $374K
|
3.95K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.94KNew |
$318K - $373K
|
3.94K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.92K+ 63.85% |
$317K - $371K
|
10.1K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.87KNew |
$313K - $367K
|
3.87K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.75K+ 132.74% |
$303K - $355K
|
6.58K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.71K+ 31.4% |
$300K - $352K
|
15.5K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71KNew |
$300K - $352K
|
3.71K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.68KNew |
$297K - $348K
|
3.68K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.65K+ 24.11% |
$295K - $346K
|
18.8K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.64KNew |
$294K - $345K
|
3.64K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.6K+ 21.03% |
$291K - $341K
|
20.7K
$1.46M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.52KNew |
$285K - $334K
|
3.52K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
3.5K+ 3.37% |
$283K - $332K
|
107K
$7.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.5K+ 19.4% |
$283K - $331K
|
21.5K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.44KNew |
$278K - $326K
|
3.44K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.42K+ 14.37% |
$276K - $324K
|
27.2K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.38KNew |
$273K - $320K
|
3.38K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.35K+ 41.17% |
$271K - $317K
|
11.5K
$809K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.29K+ 90.8% |
$266K - $311K
|
6.91K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.28K+ 25.95% |
$265K - $311K
|
15.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.26KNew |
$263K - $309K
|
3.26K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$263K - $309K
|
3.26K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.23K+ 12.02% |
$261K - $306K
|
30.1K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.22KNew |
$260K - $305K
|
3.22K
$227K
|