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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91K+ 7.31% |
$155K - $181K
|
28.1K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.9K+ 15.77% |
$154K - $180K
|
14K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.84K+ 2.69% |
$149K - $174K
|
70.1K
$6.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.83KNew |
$148K - $173K
|
1.83K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.82K+ 26.48% |
$147K - $172K
|
8.67K
$755K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.81K+ 28.46% |
$146K - $171K
|
8.17K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.75K+ 0.63% |
$141K - $166K
|
279K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.63K+ 31.84% |
$132K - $155K
|
6.75K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.61K+ 2972.22% |
$130K - $152K
|
1.66K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.56K+ 1.57% |
$126K - $147K
|
101K
$8.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 21.85% |
$124K - $145K
|
8.55K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.52KNew |
$122K - $144K
|
1.52K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 3.18% |
$122K - $143K
|
49.1K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.46K+ 20.44% |
$118K - $138K
|
8.57K
$747K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.44K+ 10.78% |
$116K - $136K
|
14.8K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.44K+ 26.0% |
$116K - $136K
|
6.96K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.41K+ 2.38% |
$114K - $134K
|
60.8K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 9.4% |
$110K - $129K
|
15.8K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.34KNew |
$109K - $127K
|
1.34K
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 44.27% |
$102K - $119K
|
4.1K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.25K+ 24.13% |
$101K - $119K
|
6.44K
$560K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 0.5% |
$101K - $118K
|
250K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 3.14% |
$100K - $118K
|
40.9K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.24K+ 3.0% |
$100K - $118K
|
42.6K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 6.8% |
$99K - $116K
|
19.2K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 2.38% |
$97.5K - $114K
|
52K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1.2KNew |
$97.3K - $114K
|
1.2K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.2KNew |
$96.6K - $113K
|
1.2K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.18K+ 6.03% |
$95.4K - $112K
|
20.8K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.1K+ 20.77% |
$88.6K - $104K
|
6.37K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09K+ 5.28% |
$88K - $103K
|
21.7K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.07K+ 3.93% |
$86.5K - $101K
|
28.3K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 9.94% |
$86.3K - $101K
|
11.8K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 29.85% |
$84.9K - $99.6K
|
4.57K
$398K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.03KNew |
$83.2K - $97.5K
|
1.03K
$89.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 3.65% |
$81.9K - $96K
|
28.8K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.01K+ 9.77% |
$81.8K - $95.9K
|
11.4K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1K+ 9.78% |
$81K - $95K
|
11.2K
$980K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
998+ 7.26% |
$80.6K - $94.6K
|
14.7K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
990+ 11.66% |
$80K - $93.8K
|
9.48K
$826K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
983+ 1.08% |
$79.4K - $93.2K
|
92.2K
$8.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
979+ 38.24% |
$79.1K - $92.8K
|
3.54K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
975+ 23.2% |
$78.8K - $92.4K
|
5.18K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
974+ 13.22% |
$78.7K - $92.3K
|
8.34K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
968+ 128.38% |
$78.2K - $91.7K
|
1.72K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
963+ 1.03% |
$77.8K - $91.3K
|
94.4K
$8.22M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
950+ 7.67% |
$76.8K - $90K
|
13.3K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Quaero Capital S.A.
|
BUY
|
- |
950+ 9.38% |
$76.8K - $90K
|
11.1K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
906+ 497.8% |
$73.2K - $85.9K
|
1.09K
$94.8K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
905+ 696.15% |
$73.1K - $85.8K
|
1.04K
$90.1K
|