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 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
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.39K+ 17.05% |
$251K - $305K
|
23.2K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90+ 3.27% |
$6.67K - $8.1K
|
2.85K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.53KNew |
$188K - $228K
|
2.53K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
900+ 1.35% |
$66.7K - $81K
|
67.6K
$6.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.06K- 5.43% |
$301K - $366K
|
70.7K
$6.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.23K+ 3.54% |
$165K - $201K
|
65.1K
$5.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-202- 5.42% |
$15K - $18.2K
|
3.53K
$324K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.1K- 11.54% |
$230K - $279K
|
23.8K
$2.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.96KNew |
$442K - $536K
|
5.96K
$549K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
16.3K+ 5.22% |
$1.21M - $1.47M
|
329K
$30.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-606- 20.91% |
$44.9K - $54.5K
|
2.29K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 3.77% |
$769K - $933K
|
286K
$26.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-24.4K- 42.06% |
$1.81M - $2.19M
|
33.5K
$3.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-508- 18.51% |
$37.7K - $45.7K
|
2.24K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.62% |
$297 - $360
|
637
$58.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 13.76% |
$4.74K - $5.76K
|
401
$36.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-5.42K- 2.03% |
$402K - $487K
|
261K
$24M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.07% |
$74.1 - $90
|
1.54K
$141K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-13.6K- 11.89% |
$1.01M - $1.22M
|
101K
$9.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
516K+ 30.67% |
$38.2M - $46.4M
|
2.2M
$202M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.32K- 24.74% |
$469K - $569K
|
19.2K
$1.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
16+ 0.6% |
$1.19K - $1.44K
|
2.69K
$248K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.74KNew |
$203K - $247K
|
2.74K
$252K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
73+ 8.09% |
$5.41K - $6.57K
|
975
$89.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
678New |
$50.3K - $61K
|
678
$62.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-6.49K- 52.17% |
$481K - $584K
|
5.95K
$547K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$171K - $207K
|
2.3K
$212K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-40.2K- 0.86% |
$2.98M - $3.62M
|
4.64M
$426M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.63K- 1.29% |
$121K - $147K
|
125K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.32KNew |
$321K - $389K
|
4.32K
$398K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-50- 0.7% |
$3.71K - $4.5K
|
7.08K
$651K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.37KNew |
$176K - $214K
|
2.37K
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
23.2KNew |
$1.72M - $2.09M
|
23.2K
$2.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.1K+ 61.56% |
$378K - $459K
|
13.4K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.93KNew |
$217K - $264K
|
2.93K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.07K+ 1.69% |
$79.5K - $96.5K
|
64.5K
$5.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.13KNew |
$84.1K - $102K
|
1.13K
$104K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-136- 4.57% |
$10.1K - $12.2K
|
2.84K
$261K
|
|