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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
229+ 117.44% |
$17K - $20.6K
|
424
$39K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 9.26% |
$371 - $450
|
59
$5.43K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-211- 1.05% |
$15.6K - $19K
|
20K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
139+ 3.57% |
$10.3K - $12.5K
|
4.04K
$371K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.13% |
$741 - $900
|
7.93K
$730K
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
2.87KNew |
$213K - $258K
|
2.87K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7New |
$519 - $630
|
7
$644
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
373+ 0.09% |
$27.7K - $33.6K
|
439K
$40.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.31K- 28.95% |
$97.2K - $118K
|
3.22K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.32KNew |
$172K - $209K
|
2.32K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-27.1K- 8.34% |
$2.01M - $2.44M
|
298K
$27.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.44K- 20.7% |
$403K - $489K
|
20.8K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-232- 6.29% |
$17.2K - $20.9K
|
3.46K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
675+ 17.56% |
$50K - $60.7K
|
4.52K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
559+ 4.85% |
$41.4K - $50.3K
|
12.1K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-47- 50.0% |
$3.48K - $4.23K
|
47
$4.32K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
22+ 0.72% |
$1.63K - $1.98K
|
3.07K
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
12New |
$890 - $1.08K
|
12
$1.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
215New |
$15.9K - $19.3K
|
215
$19.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$114K - $138K
|
1.53K
$141K
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
778New |
$57.7K - $70K
|
778
$71.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.63KNew |
$195K - $237K
|
2.63K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.18K+ 54.49% |
$607K - $736K
|
23.2K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.78K- 20.04% |
$280K - $340K
|
15.1K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.57% |
$1.19K - $1.44K
|
2.85K
$262K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.75K+ 4.82% |
$426K - $517K
|
125K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-91- 16.37% |
$6.75K - $8.19K
|
465
$42.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
72+ 0.2% |
$5.34K - $6.48K
|
36.2K
$3.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57- 2.71% |
$4.23K - $5.13K
|
2.05K
$188K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.3% |
$1.26K - $1.53K
|
5.61K
$516K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.91K- 44.42% |
$215K - $261K
|
3.64K
$335K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-111- 1.05% |
$8.23K - $9.99K
|
10.5K
$964K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.56KNew |
$190K - $231K
|
2.56K
$236K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.63KNew |
$195K - $237K
|
2.63K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
45New |
$3.34K - $4.05K
|
45
$4.14K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5+ 0.03% |
$371 - $450
|
18.2K
$1.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
809+ 0.56% |
$60K - $72.8K
|
144K
$13.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
914+ 9.38% |
$67.8K - $82.2K
|
10.7K
$981K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
62+ 1.5% |
$4.6K - $5.58K
|
4.19K
$385K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.13K- 9.47% |
$83.5K - $101K
|
10.8K
$990K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 0.87% |
$2.67K - $3.24K
|
4.15K
$382K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-84- 2.2% |
$6.23K - $7.56K
|
3.73K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.7K- 4.32% |
$126K - $153K
|
37.7K
$3.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-288- 8.46% |
$21.4K - $25.9K
|
3.12K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75+ 2.06% |
$5.56K - $6.75K
|
3.72K
$342K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.35K- 39.09% |
$174K - $211K
|
3.65K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200- 0.87% |
$14.8K - $18K
|
22.9K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-68- 0.66% |
$5.04K - $6.12K
|
10.3K
$945K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17.3K+ 6.0% |
$1.28M - $1.55M
|
305K
$28.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.76K+ 7.33% |
$279K - $338K
|
55K
$5.06M
|
|