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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-52K- 93.31% |
$4.2M - $4.93M
|
3.73K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
52.4KNew |
$4.23M - $4.96M
|
52.4K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
139K+ 78.05% |
$11.3M - $13.2M
|
318K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
39.4KNew |
$3.19M - $3.74M
|
39.4K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
13KNew |
$1.05M - $1.23M
|
13K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
40.5KNew |
$3.28M - $3.84M
|
40.5K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
18.8KNew |
$1.52M - $1.78M
|
18.8K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
11KNew |
$889K - $1.04M
|
11K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.95KNew |
$319K - $374K
|
3.95K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
80.1K+ 1513.44% |
$6.47M - $7.59M
|
85.4K
$7.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.34KNew |
$109K - $127K
|
1.34K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
872New |
$70.5K - $82.6K
|
872
$80.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.9KNew |
$2.57M - $3.02M
|
31.9K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-226- 1.05% |
$18.3K - $21.4K
|
21.3K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
4.38KNew |
$354K - $415K
|
4.38K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
126+ 5.01% |
$10.2K - $11.9K
|
2.64K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
8.91KNew |
$720K - $845K
|
8.91K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
828+ 15.54% |
$66.9K - $78.5K
|
6.16K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.65K- 4.09% |
$214K - $251K
|
62K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
12New |
$970 - $1.14K
|
12
$1.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$827K - $970K
|
10.2K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18New |
$1.45K - $1.71K
|
18
$1.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103- 1.5% |
$8.32K - $9.76K
|
6.74K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
399New |
$32.2K - $37.8K
|
399
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.73KNew |
$220K - $258K
|
2.73K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
75New |
$6.06K - $7.11K
|
75
$6.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 1.21% |
$1.62K - $1.9K
|
1.64K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
70.5KNew |
$5.7M - $6.68M
|
70.5K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.59KNew |
$209K - $245K
|
2.59K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
41+ 0.52% |
$3.31K - $3.89K
|
7.89K
$726K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-653- 8.0% |
$52.8K - $61.9K
|
7.51K
$690K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-155Closed |
$12.5K - $14.7K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.22KNew |
$260K - $305K
|
3.22K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
BUY
|
- |
6.8KNew |
$550K - $644K
|
6.8K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
14.3K+ 52.59% |
$1.16M - $1.36M
|
41.6K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-386- 21.48% |
$31.2K - $36.6K
|
1.41K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$27.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
148+ 120.33% |
$12K - $14K
|
271
$24.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.86KNew |
$393K - $461K
|
4.86K
$447K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$9.7K - $11.4K
|
120
$11K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 1.31% |
$2.59K - $3.03K
|
2.48K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
556+ 7.95% |
$44.9K - $52.7K
|
7.55K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$3.23K - $3.79K
|
40
$3.68K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-184- 1.2% |
$14.9K - $17.4K
|
15.2K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
36New |
$2.91K - $3.41K
|
36
$3.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.52K+ 50.39% |
$365K - $428K
|
13.5K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.44KNew |
$197K - $232K
|
2.44K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$3.13M - $3.67M
|
38.7K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
114New |
$9.21K - $10.8K
|
114
$10.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$162 - $190
|
2.56K
$236K
|
|