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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.23K- 18.49% |
$91K - $110K
|
5.41K
$498K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.34K+ 32.57% |
$99.5K - $121K
|
5.46K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
2.62KNew |
$194K - $236K
|
2.62K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-176- 19.8% |
$13K - $15.8K
|
713
$65.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
21+ 0.04% |
$1.56K - $1.89K
|
47.9K
$4.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5.13K- 35.44% |
$380K - $462K
|
9.35K
$860K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.24K+ 41.32% |
$463K - $561K
|
21.3K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
15+ 0.45% |
$1.11K - $1.35K
|
3.35K
$308K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 1.68% |
$88K - $107K
|
72.1K
$6.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.4KNew |
$178K - $216K
|
2.4K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.52K- 53.38% |
$112K - $136K
|
1.32K
$122K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-213- 3.83% |
$15.8K - $19.2K
|
5.36K
$493K
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-49.9K- 8.24% |
$3.7M - $4.49M
|
556K
$51.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.9K+ 19.4% |
$1.03M - $1.25M
|
85.3K
$7.85M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-42.3K- 5.19% |
$3.14M - $3.81M
|
773K
$71.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 0.28% |
$593 - $720
|
2.84K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-157- 44.73% |
$11.6K - $14.1K
|
194
$17.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.4K+ 1.12% |
$400K - $486K
|
489K
$45M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-414- 9.41% |
$30.7K - $37.3K
|
3.99K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
167+ 74.55% |
$12.4K - $15K
|
391
$36K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
917+ 16.3% |
$68K - $82.5K
|
6.54K
$602K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-3K- 79.46% |
$222K - $270K
|
775
$71.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-205- 12.6% |
$15.2K - $18.4K
|
1.42K
$131K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.16K+ 4.74% |
$456K - $554K
|
136K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.26K+ 56.58% |
$93.1K - $113K
|
3.48K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
51New |
$3.78K - $4.59K
|
51
$4.69K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-159- 1.37% |
$11.8K - $14.3K
|
11.5K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
53+ 10.6% |
$3.93K - $4.77K
|
553
$50.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.36KNew |
$175K - $213K
|
2.36K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10- 0.07% |
$741 - $900
|
14.4K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
113+ 1.66% |
$8.38K - $10.2K
|
6.91K
$636K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-104- 0.05% |
$7.71K - $9.36K
|
190K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
10+ 0.62% |
$741 - $900
|
1.63K
$150K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
132+ 3.32% |
$9.79K - $11.9K
|
4.11K
$378K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$74.1 - $90
|
5K
$460K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-10- 3.68% |
$741 - $900
|
262
$24.1K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
13.7K+ 1.71% |
$1.02M - $1.23M
|
816K
$75.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
38New |
$2.82K - $3.42K
|
38
$3.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-36K- 1.31% |
$2.67M - $3.24M
|
2.71M
$250M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.13K+ 17.49% |
$677K - $822K
|
61.3K
$5.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-9.79K- 4.36% |
$726K - $881K
|
215K
$19.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.8K+ 1.15% |
$208K - $252K
|
247K
$22.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
181+ 3.87% |
$13.4K - $16.3K
|
4.86K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.64KNew |
$195K - $237K
|
2.64K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-153- 4.59% |
$11.3K - $13.8K
|
3.18K
$293K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.1KNew |
$230K - $279K
|
3.1K
$285K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.36% |
$74.1 - $90
|
274
$25.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.27K+ 1.25% |
$94.2K - $114K
|
103K
$9.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-620K- 4.84% |
$46M - $55.8M
|
12.2M
$1.12B
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-424- 5.18% |
$31.4K - $38.2K
|
7.76K
$714K
|
|