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
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.07K+ 3.93% |
$86.5K - $101K
|
28.3K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 9.94% |
$86.3K - $101K
|
11.8K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 29.85% |
$84.9K - $99.6K
|
4.57K
$422K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.03KNew |
$83.2K - $97.5K
|
1.03K
$95K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 3.65% |
$81.9K - $96K
|
28.8K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.01K+ 9.77% |
$81.8K - $95.9K
|
11.4K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1K+ 9.78% |
$81K - $95K
|
11.2K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
998+ 7.26% |
$80.6K - $94.6K
|
14.7K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
990+ 11.66% |
$80K - $93.8K
|
9.48K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
983+ 1.08% |
$79.4K - $93.2K
|
92.2K
$8.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
979+ 38.24% |
$79.1K - $92.8K
|
3.54K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
975+ 23.2% |
$78.8K - $92.4K
|
5.18K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
974+ 13.22% |
$78.7K - $92.3K
|
8.34K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
968+ 128.38% |
$78.2K - $91.7K
|
1.72K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
963+ 1.03% |
$77.8K - $91.3K
|
94.4K
$8.71M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
950+ 7.67% |
$76.8K - $90K
|
13.3K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Quaero Capital S.A.
|
BUY
|
- |
950+ 9.38% |
$76.8K - $90K
|
11.1K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
906+ 497.8% |
$73.2K - $85.9K
|
1.09K
$100K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
905+ 696.15% |
$73.1K - $85.8K
|
1.04K
$95.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
903+ 2.61% |
$73K - $85.6K
|
35.5K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
902+ 6.52% |
$72.9K - $85.5K
|
14.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
872New |
$70.5K - $82.6K
|
872
$80.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
869+ 13.75% |
$70.2K - $82.4K
|
7.19K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
828+ 15.54% |
$66.9K - $78.5K
|
6.16K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
820New |
$66.3K - $77.7K
|
820
$75.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
812New |
$65.6K - $77K
|
812
$74.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
803+ 8.07% |
$64.9K - $76.1K
|
10.8K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
794+ 329.46% |
$64.2K - $75.2K
|
1.04K
$95.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
787+ 1.91% |
$63.6K - $74.6K
|
42K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
770+ 107.24% |
$62.2K - $73K
|
1.49K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
762+ 0.72% |
$61.6K - $72.2K
|
107K
$9.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
753+ 4183.33% |
$60.8K - $71.4K
|
771
$71.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
724+ 20.57% |
$58.5K - $68.6K
|
4.24K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
722+ 8.26% |
$58.3K - $68.4K
|
9.46K
$873K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
717+ 16.16% |
$57.9K - $68K
|
5.16K
$476K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
705+ 7.38% |
$57K - $66.8K
|
10.3K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
699+ 6.42% |
$56.5K - $66.2K
|
11.6K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
677+ 26.98% |
$54.7K - $64.2K
|
3.19K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
669+ 6.2% |
$54.1K - $63.4K
|
11.5K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
654+ 9.46% |
$52.8K - $62K
|
7.57K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
646+ 24.48% |
$52.2K - $61.2K
|
3.29K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
641New |
$51.8K - $60.7K
|
641
$59.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
629+ 1.49% |
$50.8K - $59.6K
|
42.9K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
629+ 2.06% |
$50.8K - $59.6K
|
31.1K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
621+ 1.8% |
$50.2K - $58.9K
|
35.1K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600New |
$48.5K - $56.9K
|
600
$55.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
592+ 1.25% |
$47.8K - $56.1K
|
48K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
587+ 0.22% |
$47.4K - $55.6K
|
266K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
572+ 4.05% |
$46.2K - $54.2K
|
14.7K
$1.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
561+ 126.07% |
$45.3K - $53.2K
|
1.01K
$92.8K
|