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 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 0.61% |
$3.11K - $3.78K
|
6.91K
$636K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.84K+ 31.15% |
$507K - $615K
|
28.8K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 37.8% |
$88.1K - $107K
|
4.33K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
9+ 0.32% |
$667 - $810
|
2.79K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-7.79K- 41.25% |
$577K - $701K
|
11.1K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
748+ 9.59% |
$55.5K - $67.3K
|
8.55K
$786K
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-5.5K- 28.74% |
$408K - $495K
|
13.6K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.04% |
$297 - $360
|
9.87K
$908K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-100- 3.57% |
$7.41K - $9K
|
2.7K
$248K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
218+ 0.46% |
$16.2K - $19.6K
|
48.1K
$4.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 77.49% |
$274K - $332K
|
8.46K
$778K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-36- 5.52% |
$2.67K - $3.24K
|
616
$56.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.48K- 7.28% |
$481K - $583K
|
82.6K
$7.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.97% |
$74.1 - $90
|
102
$9.38K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.29KNew |
$169K - $206K
|
2.29K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-998- 23.92% |
$74K - $89.8K
|
3.18K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
292+ 0.16% |
$21.6K - $26.3K
|
180K
$16.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
162+ 1.42% |
$12K - $14.6K
|
11.6K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.2M+ 59.01% |
$89M - $108M
|
3.24M
$298M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.45% |
$74.1 - $90
|
70
$6.44K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-475- 9.69% |
$35.2K - $42.7K
|
4.43K
$407K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
25+ 0.09% |
$1.85K - $2.25K
|
29.2K
$2.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
618+ 103.0% |
$45.8K - $55.6K
|
1.22K
$112K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-191- 1.3% |
$14.2K - $17.2K
|
14.6K
$1.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
32+ 0.17% |
$2.37K - $2.88K
|
19K
$1.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-92- 16.73% |
$6.82K - $8.28K
|
458
$42.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
8+ 0.08% |
$593 - $720
|
10.1K
$928K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 25.93% |
$519 - $630
|
34
$3.13K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-28.5K- 13.89% |
$2.11M - $2.56M
|
177K
$16.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18- 2.66% |
$1.33K - $1.62K
|
659
$60.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 2.45% |
$3.11K - $3.78K
|
1.76K
$162K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.21K+ 141.91% |
$683K - $829K
|
15.7K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.41KNew |
$178K - $216K
|
2.41K
$221K
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.33KNew |
$173K - $210K
|
2.33K
$215K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12+ 0.45% |
$890 - $1.08K
|
2.68K
$247K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 2.03% |
$667 - $810
|
453
$41.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.01% |
$74.1 - $90
|
7.68K
$706K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 69.77% |
$22.2K - $27K
|
130
$12K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-9.36K- 93.27% |
$694K - $842K
|
675
$62.1K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.67KNew |
$198K - $241K
|
2.67K
$246K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-527- 4.25% |
$39.1K - $47.4K
|
11.9K
$1.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.5K- 4.44% |
$185K - $225K
|
53.8K
$4.95M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
104+ 1.6% |
$7.71K - $9.36K
|
6.61K
$608K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-287- 4.46% |
$21.3K - $25.8K
|
6.15K
$566K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 16.67% |
$5.93K - $7.2K
|
400
$36.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6New |
$445 - $540
|
6
$552
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 32.14% |
$1.33K - $1.62K
|
74
$6.81K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
76.3K+ 18.24% |
$4.86M - $6.02M
|
494K
$45.5M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-587K- 25.02% |
$37.4M - $46.3M
|
1.76M
$162M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
53KNew |
$3.38M - $4.18M
|
53K
$4.88M
|
|