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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
229+ 8.05% |
$14.6K - $18.1K
|
3.07K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-9.57K- 24.38% |
$610K - $755K
|
29.7K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 2.2% |
$1.53K - $1.89K
|
1.11K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 3.6% |
$6.38K - $7.89K
|
2.88K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 5.15% |
$638 - $789
|
204
$18.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-154- 15.25% |
$9.82K - $12.2K
|
856
$78.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
32.8K+ 4.76% |
$2.09M - $2.59M
|
721K
$66.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.95KNew |
$188K - $233K
|
2.95K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
2.07KNew |
$132K - $163K
|
2.07K
$190K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 20.83% |
$319 - $395
|
19
$1.75K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-26- 0.71% |
$1.66K - $2.05K
|
3.63K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14- 0.22% |
$893 - $1.1K
|
6.36K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-58- 2.03% |
$3.7K - $4.58K
|
2.8K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 14.71% |
$31.9K - $39.5K
|
2.9K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-13- 3.47% |
$829 - $1.03K
|
362
$33.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11New |
$702 - $868
|
11
$1.01K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 2.64% |
$893 - $1.1K
|
516
$47.5K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 12.27% |
$65.8K - $81.4K
|
7.38K
$679K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 29.76% |
$1.59K - $1.97K
|
59
$5.43K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 3.03% |
$9.57K - $11.8K
|
4.8K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.82K+ 60.78% |
$116K - $143K
|
4.8K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
400+ 32.0% |
$25.5K - $31.6K
|
1.65K
$152K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.5K+ 4.38% |
$986K - $1.22M
|
368K
$33.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.77KNew |
$176K - $218K
|
2.77K
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
129+ 2.25% |
$8.23K - $10.2K
|
5.85K
$538K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-179- 99.44% |
$11.4K - $14.1K
|
1
$92
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.12MNew |
$135M - $167M
|
2.12M
$195M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47+ 0.9% |
$3K - $3.71K
|
5.28K
$486K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-21- 2.44% |
$1.34K - $1.66K
|
841
$77.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$319 - $395
|
5
$460
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16New |
$1.02K - $1.26K
|
16
$1.47K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.07% |
$128 - $158
|
2.86K
$263K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$1.9K - $2.45K
|
28
$2.58K
|
|
|
Aug 14, 2025
Q1 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
10.2KNew |
$692K - $894K
|
10.2K
$938K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
180New |
$12.2K - $15.8K
|
180
$16.6K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$91.6K - $118K
|
1.35K
$124K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.67KNew |
$317K - $410K
|
4.67K
$430K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
320New |
$21.7K - $28.1K
|
320
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.36KNew |
$431K - $557K
|
6.36K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-20- 57.14% |
$1.36K - $1.75K
|
15
$1.38K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
537+ 22.92% |
$36.4K - $47.1K
|
2.88K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
144KNew |
$9.79M - $12.6M
|
144K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
35.8KNew |
$2.43M - $3.14M
|
35.8K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
306+ 0.89% |
$20.8K - $26.8K
|
34.7K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2K- 32.54% |
$135K - $175K
|
4.14K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
10.2KNew |
$694K - $896K
|
10.2K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
63.1KNew |
$4.28M - $5.53M
|
63.1K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
3.5KNew |
$237K - $307K
|
3.5K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
564+ 1.1% |
$38.3K - $49.4K
|
51.9K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
249New |
$16.9K - $21.8K
|
249
$22.9K
|
|