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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 11.17% |
$89.9K - $105K
|
8.85K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15New |
$1.21K - $1.42K
|
15
$1.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.43KNew |
$196K - $230K
|
2.43K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.94KNew |
$237K - $278K
|
2.94K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$27.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-494- 17.29% |
$39.9K - $46.8K
|
2.36K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
75New |
$6.06K - $7.11K
|
75
$6.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-18.7K- 15.98% |
$1.51M - $1.77M
|
98.4K
$9.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.62K - $1.9K
|
20
$1.84K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 50.0% |
$18.5K - $21.7K
|
229
$21.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 3.14% |
$100K - $118K
|
40.9K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-177- 3.3% |
$14.3K - $16.8K
|
5.19K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
7KNew |
$566K - $663K
|
7K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 36.36% |
$323 - $379
|
15
$1.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.29KNew |
$185K - $217K
|
2.29K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$1.37K - $1.61K
|
17
$1.56K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 15.42% |
$2.51K - $2.94K
|
232
$21.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24+ 5.47% |
$1.94K - $2.27K
|
463
$42.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$485 - $569
|
2.69K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$404 - $474
|
5
$460
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-108- 4.07% |
$8.73K - $10.2K
|
2.55K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.96K- 81.03% |
$320K - $375K
|
926
$85.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
717+ 16.16% |
$57.9K - $68K
|
5.16K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
61+ 2.29% |
$4.93K - $5.78K
|
2.73K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
SELL
|
- |
-34.2K- 9.52% |
$2.76M - $3.24M
|
325K
$29.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 4.78% |
$5.33K - $6.25K
|
1.32K
$121K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
69New |
$5.58K - $6.54K
|
69
$6.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.64KNew |
$294K - $345K
|
3.64K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.33K
|
8.08K
$743K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
210+ 1.55% |
$17K - $19.9K
|
13.8K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 87.44% |
$73.1K - $85.8K
|
130
$12K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$346K - $406K
|
4.28K
$394K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 2.38% |
$12.5K - $14.7K
|
6.68K
$614K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$80.8 - $94.8
|
203
$18.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$3.56K - $4.17K
|
44
$4.05K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
82+ 3.38% |
$6.63K - $7.77K
|
2.51K
$230K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.65M+ 39.4% |
$274M - $307M
|
12.9M
$1.19B
|
|
|
Jul 24, 2025
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.5K- 32.72% |
$113K - $126K
|
3.09K
$284K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.26KClosed |
$244K - $274K
|
0
$0
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
764New |
$57.3K - $64.2K
|
764
$70.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
16KNew |
$1.2M - $1.34M
|
16K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-16.2K- 86.63% |
$1.21M - $1.36M
|
2.5K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.3KNew |
$697K - $782K
|
9.3K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.18K- 54.85% |
$88.6K - $99.3K
|
973
$89.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
146KNew |
$11M - $12.3M
|
146K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$375 - $420
|
5
$460
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.06K- 19.27% |
$304K - $341K
|
17K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.08KNew |
$306K - $343K
|
4.08K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.83KNew |
$287K - $322K
|
3.83K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
90New |
$6.75K - $7.56K
|
90
$8.28K
|
|