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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-154- 85.56% |
$11.5K - $12.9K
|
26
$2.39K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
337+ 53.15% |
$25.3K - $28.3K
|
971
$89.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$75 - $84
|
1
$92
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
265+ 4.58% |
$19.9K - $22.3K
|
6.05K
$557K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
540New |
$40.5K - $45.4K
|
540
$49.7K
|
|
| Q2 2024 | |||||||
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
30.7K+ 33.93% |
$2.04M - $2.41M
|
121K
$11.1M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.1K- 45.83% |
$73.1K - $86.2K
|
1.3K
$120K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.87KNew |
$456K - $538K
|
6.87K
$632K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$99.6K - $118K
|
1.5K
$138K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-1- 0.07% |
$66.4 - $78.4
|
1.42K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.51KNew |
$565K - $667K
|
8.51K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-176- 5.88% |
$11.7K - $13.8K
|
2.82K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.67K+ 124.27% |
$377K - $445K
|
10.2K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
228New |
$15.1K - $17.9K
|
228
$21K
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.64KNew |
$176K - $207K
|
2.64K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.78K+ 16.09% |
$184K - $218K
|
20K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
6.7KNew |
$445K - $525K
|
6.7K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-26.5K- 28.99% |
$1.76M - $2.08M
|
64.9K
$5.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.9KNew |
$259K - $306K
|
3.9K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$1.73K - $2.04K
|
26
$2.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 28.99% |
$1.33K - $1.57K
|
49
$4.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24+ 44.44% |
$1.59K - $1.88K
|
78
$7.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
208New |
$13.8K - $16.3K
|
208
$19.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
208K+ 0.32% |
$13.8M - $16.3M
|
64.4M
$5.92B
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-190- 3.74% |
$12.6K - $14.9K
|
4.89K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
254+ 4.11% |
$16.9K - $19.9K
|
6.44K
$592K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
206+ 2.78% |
$13.7K - $16.2K
|
7.61K
$700K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.09K+ 7.43% |
$72.3K - $85.4K
|
15.8K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
188New |
$12.5K - $14.7K
|
188
$17.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
128New |
$8.5K - $10K
|
128
$11.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.4K- 12.11% |
$359K - $423K
|
39.2K
$3.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.03K+ 4.47% |
$135K - $159K
|
47.4K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$759K - $897K
|
11.4K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-478K- 80.57% |
$31.8M - $37.5M
|
115K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-233- 4.94% |
$15.5K - $18.3K
|
4.48K
$413K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1K- 86.96% |
$66.4K - $78.4K
|
150
$13.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
230KNew |
$15.3M - $18M
|
230K
$21.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13.8K- 40.95% |
$916K - $1.08M
|
19.9K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.68KNew |
$178K - $210K
|
2.68K
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$332 - $392
|
5
$460
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
225+ 1.04% |
$14.9K - $17.6K
|
21.8K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
146New |
$9.7K - $11.4K
|
146
$13.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.81K- 63.67% |
$120K - $142K
|
1.03K
$94.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
432New |
$28.7K - $33.9K
|
432
$39.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
40New |
$2.66K - $3.14K
|
40
$3.68K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2+ 0.07% |
$133 - $157
|
2.87K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9New |
$598 - $706
|
9
$828
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
171KNew |
$11.3M - $13.4M
|
171K
$15.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
545+ 8.77% |
$36.2K - $42.7K
|
6.76K
$622K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 2.41% |
$266 - $314
|
170
$15.6K
|
|