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 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
476+ 1.61% |
$38.5K - $45.1K
|
30K
$2.11M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
465New |
$37.6K - $44.1K
|
465
$32.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
460+ 1.79% |
$37.2K - $43.6K
|
26.2K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
434+ 9.91% |
$35.1K - $41.1K
|
4.81K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
410+ 2.48% |
$33.1K - $38.9K
|
16.9K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
399New |
$32.2K - $37.8K
|
399
$28.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
392+ 2.47% |
$31.7K - $37.1K
|
16.2K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
386+ 6.75% |
$31.2K - $36.6K
|
6.1K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
374+ 2.88% |
$30.2K - $35.4K
|
13.4K
$943K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
370+ 3.26% |
$29.9K - $35.1K
|
11.7K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
366+ 8.59% |
$29.6K - $34.7K
|
4.63K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
364+ 1.7% |
$29.4K - $34.5K
|
21.8K
$1.53M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
364New |
$29.4K - $34.5K
|
364
$25.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
360+ 12.24% |
$29.1K - $34.1K
|
3.3K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
351New |
$28.4K - $33.3K
|
351
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
350+ 6.35% |
$28.3K - $33.2K
|
5.86K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
350+ 14.06% |
$28.3K - $33.2K
|
2.84K
$200K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
346+ 7.72% |
$28K - $32.8K
|
4.83K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
335+ 3.2% |
$27.1K - $31.7K
|
10.8K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
327New |
$26.4K - $31K
|
327
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
325New |
$26.3K - $30.8K
|
325
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
325+ 61.09% |
$26.3K - $30.8K
|
857
$60.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
312+ 3.06% |
$25.2K - $29.6K
|
10.5K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
308+ 8.53% |
$24.9K - $29.2K
|
3.92K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
303+ 42.98% |
$24.5K - $28.7K
|
1.01K
$71K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300+ 225.56% |
$24.2K - $28.4K
|
433
$30.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$21.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$21.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
292+ 9.53% |
$23.6K - $27.7K
|
3.36K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
289+ 39.05% |
$23.4K - $27.4K
|
1.03K
$72.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
270+ 0.47% |
$21.8K - $25.6K
|
57.7K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
261New |
$21.1K - $24.7K
|
261
$18.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
259+ 0.74% |
$20.9K - $24.5K
|
35.1K
$2.47M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
256New |
$20.7K - $24.3K
|
256
$18K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
252+ 1.86% |
$20.4K - $23.9K
|
13.8K
$970K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
252+ 0.47% |
$20.4K - $23.9K
|
54K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
249+ 4.03% |
$20.1K - $23.6K
|
6.42K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
247+ 3.51% |
$20K - $23.4K
|
7.28K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
245+ 0.77% |
$19.8K - $23.2K
|
31.9K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
244+ 265.22% |
$19.7K - $23.1K
|
336
$23.7K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
230New |
$18.6K - $21.8K
|
230
$16.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
228New |
$18.4K - $21.6K
|
228
$16.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 4.52% |
$18.3K - $21.4K
|
5.22K
$368K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
226New |
$18.3K - $21.4K
|
226
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 0.82% |
$17.9K - $21K
|
27.1K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
216New |
$17.5K - $20.5K
|
216
$15.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
215+ 43.52% |
$17.4K - $20.4K
|
709
$50K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214+ 4.24% |
$17.3K - $20.3K
|
5.26K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
212+ 3.78% |
$17.1K - $20.1K
|
5.82K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
210+ 1.55% |
$17K - $19.9K
|
13.8K
$971K
|