Latest Institutional Transactions on Sempra Energy (SRE)
This table provides information on the latest institutional transactions involving Sempra Energy (SRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
406+ 1.08% |
$36.2K - $38.2K
|
38.2K
$3.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.07% |
$1.34K - $1.41K
|
20.9K
$1.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-123- 2.25% |
$11K - $11.6K
|
5.34K
$491K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.56K- 40.94% |
$228K - $241K
|
3.69K
$340K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.15K- 2.48% |
$281K - $296K
|
124K
$11.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.58K- 15.61% |
$141K - $148K
|
8.53K
$785K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
20+ 0.43% |
$1.79K - $1.88K
|
4.72K
$434K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2- 0.02% |
$179 - $188
|
9.32K
$858K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
139+ 17.84% |
$12.4K - $13.1K
|
918
$84.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 11.9% |
$446 - $470
|
37
$3.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-544- 12.42% |
$48.6K - $51.1K
|
3.84K
$353K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.4K- 39.22% |
$482K - $508K
|
8.37K
$770K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-500- 42.74% |
$44.6K - $47K
|
670
$61.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-545- 9.59% |
$48.6K - $51.2K
|
5.14K
$473K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
229+ 3.38% |
$20.4K - $21.5K
|
7K
$644K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
674+ 40.63% |
$60.2K - $63.4K
|
2.33K
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-89- 2.95% |
$7.94K - $8.37K
|
2.93K
$270K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-48- 0.5% |
$4.28K - $4.51K
|
9.51K
$875K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-90- 2.18% |
$8.03K - $8.46K
|
4.03K
$371K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.16K- 28.05% |
$103K - $109K
|
2.97K
$273K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.6KNew |
$1.39M - $1.46M
|
15.6K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-226- 2.06% |
$20.2K - $21.2K
|
10.7K
$989K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
33+ 0.8% |
$2.95K - $3.1K
|
4.16K
$382K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
400New |
$35.7K - $37.6K
|
400
$36.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
42+ 0.8% |
$3.75K - $3.95K
|
5.26K
$484K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-140- 0.86% |
$12.5K - $13.2K
|
16.1K
$1.48M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.15K- 15.51% |
$192K - $202K
|
11.7K
$1.08M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.63K+ 13.72% |
$145K - $153K
|
13.5K
$1.24M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 1.96% |
$89.3 - $94
|
52
$4.78K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
116+ 2.29% |
$10.4K - $10.9K
|
5.19K
$478K
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
37+ 32.17% |
$2.74K - $3.33K
|
152
$14K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.97K+ 1.1% |
$146K - $177K
|
181K
$16.7M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 40.0% |
$445 - $540
|
21
$1.93K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-25.3K- 29.13% |
$1.87M - $2.27M
|
61.5K
$5.66M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
137New |
$10.2K - $12.3K
|
137
$12.6K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 0.34% |
$7.41K - $9K
|
29.5K
$2.71M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16.8K+ 682.28% |
$1.24M - $1.51M
|
19.2K
$1.77M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-928- 7.94% |
$68.8K - $83.5K
|
10.8K
$990K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-14.8K- 2.89% |
$1.1M - $1.33M
|
499K
$45.9M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
4.34KNew |
$322K - $390K
|
4.34K
$399K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-644- 2.7% |
$47.7K - $57.9K
|
23.2K
$2.13M
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
5New |
$371 - $450
|
5
$460
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-53- 26.63% |
$3.93K - $4.77K
|
146
$13.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-7.5K- 7.69% |
$556K - $674K
|
90K
$8.28M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
887+ 13.58% |
$65.8K - $79.8K
|
7.42K
$683K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
212+ 34.98% |
$15.7K - $19.1K
|
818
$75.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.33K- 66.25% |
$321K - $390K
|
2.21K
$203K
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.51K+ 151.8% |
$631K - $766K
|
14.1K
$1.3M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-485- 3.31% |
$36K - $43.6K
|
14.2K
$1.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.49K- 8.08% |
$111K - $134K
|
17K
$1.56M
|
|