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 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.22K+ 35.79% |
$77.8K - $96.3K
|
4.63K
$426K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.14KNew |
$200K - $248K
|
3.14K
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-7.17K- 10.0% |
$457K - $566K
|
64.5K
$5.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
784+ 87.7% |
$50K - $61.9K
|
1.68K
$154K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-27- 6.32% |
$1.72K - $2.13K
|
400
$36.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
214+ 3566.67% |
$13.6K - $16.9K
|
220
$20.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-46.7K- 89.45% |
$2.98M - $3.68M
|
5.5K
$506K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
194New |
$12.4K - $15.3K
|
194
$17.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-10- 0.26% |
$638 - $789
|
3.8K
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.74KNew |
$175K - $216K
|
2.74K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
923+ 3.46% |
$58.9K - $72.8K
|
27.6K
$2.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.92KNew |
$186K - $230K
|
2.92K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4New |
$255 - $316
|
4
$368
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.6KNew |
$357K - $442K
|
5.6K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-23.1K- 0.98% |
$1.47M - $1.82M
|
2.33M
$215M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10New |
$638 - $789
|
10
$920
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-28- 0.19% |
$1.79K - $2.21K
|
14.7K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
70New |
$4.46K - $5.52K
|
70
$6.44K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-12- 1.48% |
$765 - $947
|
800
$73.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
76New |
$4.85K - $6K
|
76
$6.99K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-365- 10.73% |
$23.3K - $28.8K
|
3.04K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-350- 2.52% |
$22.3K - $27.6K
|
13.5K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$6.44K - $7.97K
|
101
$9.29K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.05K+ 4.84% |
$67K - $82.9K
|
22.7K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 5.77% |
$191 - $237
|
55
$5.06K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
63+ 6.86% |
$4.02K - $4.97K
|
981
$90.3K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34- 0.92% |
$2.17K - $2.68K
|
3.64K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
316New |
$20.2K - $24.9K
|
316
$29.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 16.69% |
$140K - $173K
|
15.3K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-24- 7.55% |
$1.53K - $1.89K
|
294
$27K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
11.4K+ 3.34% |
$729K - $902K
|
354K
$32.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23New |
$1.47K - $1.81K
|
23
$2.12K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 65.05% |
$970K - $1.2M
|
8.18K
$752K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
5.65KNew |
$360K - $446K
|
5.65K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-54- 12.74% |
$3.44K - $4.26K
|
370
$34K
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.08K+ 8.27% |
$197K - $243K
|
40.3K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.18% |
$383 - $473
|
3.26K
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-126- 3.21% |
$8.04K - $9.94K
|
3.8K
$349K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.39K- 3.47% |
$88.9K - $110K
|
38.8K
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42New |
$2.68K - $3.31K
|
42
$3.86K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 7.02% |
$12.8K - $15.8K
|
2.65K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-355- 23.43% |
$22.6K - $28K
|
1.16K
$107K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.7KNew |
$172K - $213K
|
2.7K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-5.12K- 19.18% |
$327K - $404K
|
21.6K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.2KNew |
$1.16M - $1.43M
|
18.2K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-13- 0.43% |
$829 - $1.03K
|
3.03K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
153New |
$9.76K - $12.1K
|
153
$14.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-261- 12.88% |
$16.6K - $20.6K
|
1.77K
$162K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
668New |
$42.6K - $52.7K
|
668
$61.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-12.7K- 94.33% |
$808K - $1M
|
761
$70K
|
|