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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-200- 2.69% |
$12.8K - $15.8K
|
7.24K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2.5K- 40.25% |
$160K - $198K
|
3.72K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
1.55KNew |
$99.1K - $123K
|
1.55K
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
40.8KNew |
$2.6M - $3.22M
|
40.8K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 6.94% |
$3.57K - $4.42K
|
751
$69.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 100.0% |
$446 - $552
|
14
$1.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
73New |
$4.66K - $5.76K
|
73
$6.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
292KNew |
$18.6M - $23M
|
292K
$26.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-15K- 58.6% |
$958K - $1.19M
|
10.6K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
257New |
$16.4K - $20.3K
|
257
$23.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
11.1K+ 11.74% |
$710K - $879K
|
106K
$9.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.87KNew |
$247K - $305K
|
3.87K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
101K+ 600.37% |
$6.45M - $7.98M
|
118K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.26K+ 77.0% |
$399K - $494K
|
14.4K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-70- 3.38% |
$4.46K - $5.52K
|
2K
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
80+ 571.43% |
$5.1K - $6.31K
|
94
$8.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
200New |
$12.8K - $15.8K
|
200
$18.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
30.9KNew |
$1.97M - $2.44M
|
30.9K
$2.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
6K+ 60.0% |
$383K - $473K
|
16K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28New |
$1.79K - $2.21K
|
28
$2.58K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-66.9K- 87.74% |
$4.27M - $5.28M
|
9.34K
$860K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-3.08K- 11.59% |
$196K - $243K
|
23.5K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33New |
$2.1K - $2.6K
|
33
$3.04K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
4.66K+ 8.4% |
$297K - $368K
|
60.1K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
17New |
$1.08K - $1.34K
|
17
$1.56K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 1.77% |
$893 - $1.1K
|
803
$73.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
1.79K+ 8.93% |
$114K - $141K
|
21.8K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.82KNew |
$180K - $223K
|
2.82K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 2.23% |
$105K - $131K
|
72.4K
$6.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100New |
$6.38K - $7.89K
|
100
$9.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150KNew |
$9.55M - $11.8M
|
150K
$13.8M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
8+ 0.27% |
$510 - $631
|
2.94K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1- 0.03% |
$63.8 - $78.9
|
3.26K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-200- 6.25% |
$12.8K - $15.8K
|
3K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7New |
$446 - $552
|
7
$644
|
|
|
Aug 06, 2025
Q2 2025
|
Quaero Capital S.A.
|
SELL
|
- |
-8.14K- 56.88% |
$519K - $642K
|
6.17K
$568K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
289+ 15.34% |
$18.4K - $22.8K
|
2.17K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
13+ 185.71% |
$829 - $1.03K
|
20
$1.84K
|
|
|
Aug 06, 2025
Q2 2025
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
8.76K+ 4.04% |
$558K - $691K
|
226K
$20.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-4- 7.84% |
$255 - $316
|
47
$4.32K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-4- 7.84% |
$255 - $316
|
47
$4.32K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.99KNew |
$254K - $315K
|
3.99K
$367K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
112+ 3.73% |
$7.14K - $8.84K
|
3.11K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 30.28% |
$90.2K - $112K
|
3.26K
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
24.5KNew |
$1.56M - $1.93M
|
24.5K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-93- 64.14% |
$5.93K - $7.34K
|
52
$4.78K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
299+ 245.08% |
$19.1K - $23.6K
|
421
$38.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
82+ 1.36% |
$5.23K - $6.47K
|
6.13K
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
352+ 6.27% |
$22.5K - $27.8K
|
5.96K
$549K
|
|