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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-579- 18.33% |
$42.9K - $52.1K
|
2.58K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.9K- 15.27% |
$215K - $261K
|
16.1K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-700- 25.93% |
$51.9K - $63K
|
2K
$184K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 3.98% |
$2.31M - $2.8M
|
813K
$74.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.61KNew |
$342K - $415K
|
4.61K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.67K+ 0.31% |
$124K - $151K
|
537K
$49.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.02% |
$148 - $180
|
8.52K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
81.5K+ 4.18% |
$6.04M - $7.33M
|
2.03M
$187M
|
|
|
Nov 12, 2025
Q3 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-6K- 10.07% |
$445K - $540K
|
53.6K
$4.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-25.5K- 2.03% |
$1.89M - $2.29M
|
1.23M
$113M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.4K- 5.89% |
$1.96M - $2.37M
|
421K
$38.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 1.04% |
$94.5K - $115K
|
124K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
74K+ 34.62% |
$5.49M - $6.66M
|
288K
$26.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.21K+ 29.08% |
$90K - $109K
|
5.39K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-83- 1.16% |
$6.15K - $7.47K
|
7.09K
$652K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-217K- 6.58% |
$16.1M - $19.5M
|
3.08M
$284M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
660+ 9.63% |
$48.9K - $59.4K
|
7.52K
$691K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
551+ 19.21% |
$40.9K - $49.6K
|
3.42K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 2.96% |
$816 - $990
|
382
$35.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.41K- 1.24% |
$105K - $127K
|
112K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-222- 6.49% |
$16.5K - $20K
|
3.2K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 7.19% |
$324K - $393K
|
65.1K
$5.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-270- 0.32% |
$20K - $24.3K
|
84K
$7.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
189+ 3.26% |
$14K - $17K
|
6K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.98K+ 5.63% |
$147K - $178K
|
37.1K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.66K- 0.27% |
$345K - $419K
|
1.75M
$161M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
679+ 1.84% |
$50.3K - $61.1K
|
37.7K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
412+ 8.03% |
$30.5K - $37.1K
|
5.54K
$510K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-29.5K- 13.12% |
$2.19M - $2.66M
|
196K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
28KNew |
$2.08M - $2.52M
|
28K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.53K+ 52.1% |
$188K - $228K
|
7.38K
$679K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.99K+ 96.78% |
$370K - $449K
|
10.1K
$933K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
157+ 1.44% |
$11.6K - $14.1K
|
11.1K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-1.09K- 12.2% |
$81K - $98.3K
|
7.86K
$723K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-28.7K- 9.89% |
$2.13M - $2.58M
|
261K
$24M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-79- 0.66% |
$5.86K - $7.11K
|
11.9K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-208K- 29.58% |
$15.4M - $18.7M
|
496K
$45.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.06K- 1.5% |
$78.9K - $95.7K
|
69.7K
$6.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-154- 0.84% |
$11.4K - $13.9K
|
18.1K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.47K- 42.25% |
$331K - $402K
|
6.1K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
2.73KNew |
$202K - $246K
|
2.73K
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-39.1K- 45.41% |
$2.9M - $3.52M
|
47K
$4.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-5.6K- 51.51% |
$415K - $504K
|
5.27K
$485K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11K+ 5.73% |
$817K - $992K
|
203K
$18.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-69K- 3.71% |
$5.12M - $6.21M
|
1.79M
$165M
|
|
|
Nov 10, 2025
Q3 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
1.68MNew |
$124M - $151M
|
1.68M
$154M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
8.2K+ 5.71% |
$608K - $738K
|
152K
$14M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17+ 1.59% |
$1.26K - $1.53K
|
1.09K
$100K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-202- 1.84% |
$15K - $18.2K
|
10.8K
$990K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.84K- 31.78% |
$137K - $166K
|
3.96K
$364K
|
|