Latest Institutional Sells of Sempra Energy (SRE)
This list provides information on the latest institutional transactions involving Sempra Energy (SRE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-764- 4.36% |
$51.8K - $67K
|
16.8K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-674- 90.35% |
$45.7K - $59.1K
|
72
$6.62K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-464- 9.21% |
$31.5K - $40.7K
|
4.57K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-436- 9.44% |
$29.6K - $38.2K
|
4.18K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-377- 12.77% |
$25.6K - $33.1K
|
2.58K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-322- 74.88% |
$21.8K - $28.2K
|
108
$9.94K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-285- 64.33% |
$19.3K - $25K
|
158
$14.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-283- 86.54% |
$19.2K - $24.8K
|
44
$4.05K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-244- 72.62% |
$16.6K - $21.4K
|
92
$8.46K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-201- 3.07% |
$13.6K - $17.6K
|
6.34K
$583K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-199- 42.8% |
$13.5K - $17.4K
|
266
$24.5K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-186- 77.18% |
$12.6K - $16.3K
|
55
$5.06K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-136- 0.4% |
$9.23K - $11.9K
|
33.9K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-125- 2.42% |
$8.48K - $11K
|
5.04K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-122- 30.65% |
$8.28K - $10.7K
|
276
$25.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-108- 82.44% |
$7.33K - $9.47K
|
23
$2.12K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-106- 51.46% |
$7.19K - $9.29K
|
100
$9.2K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-74- 5.49% |
$5.02K - $6.49K
|
1.28K
$117K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-50- 50.0% |
$3.39K - $4.38K
|
50
$4.6K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 2.39% |
$3.39K - $4.38K
|
2.04K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-50- 25.0% |
$3.39K - $4.38K
|
150
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-20- 57.14% |
$1.36K - $1.75K
|
15
$1.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16- 0.22% |
$1.09K - $1.4K
|
7.41K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-15- 1.06% |
$1.02K - $1.32K
|
1.4K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-14- 6.25% |
$950 - $1.23K
|
210
$19.3K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-13Closed |
$882 - $1.14K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-6- 2.3% |
$407 - $526
|
255
$23.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5- 3.82% |
$339 - $438
|
126
$11.6K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 6.67% |
$204 - $263
|
42
$3.86K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-52K- 93.31% |
$4.2M - $4.93M
|
3.73K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
SELL
|
- |
-34.2K- 9.52% |
$2.76M - $3.24M
|
325K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-18.7K- 15.98% |
$1.51M - $1.77M
|
98.4K
$9.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-4.5K- 56.16% |
$364K - $427K
|
3.52K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.96K- 81.03% |
$320K - $375K
|
926
$85.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.75K- 50.07% |
$303K - $355K
|
3.74K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.74K- 54.08% |
$221K - $259K
|
2.32K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.65K- 4.09% |
$214K - $251K
|
62K
$5.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.5K- 39.48% |
$121K - $142K
|
2.3K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 11.17% |
$89.9K - $105K
|
8.85K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-990- 9.27% |
$80K - $93.8K
|
9.69K
$891K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 87.44% |
$73.1K - $85.8K
|
130
$12K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-835- 23.39% |
$67.5K - $79.1K
|
2.74K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-676- 69.98% |
$54.6K - $64.1K
|
290
$26.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-660- 12.34% |
$53.3K - $62.5K
|
4.69K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-655- 22.03% |
$52.9K - $62.1K
|
2.32K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-653- 8.0% |
$52.8K - $61.9K
|
7.51K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-544- 18.32% |
$44K - $51.6K
|
2.43K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-494- 17.29% |
$39.9K - $46.8K
|
2.36K
$217K
|
|
|
Oct 30, 2025
Q4 2024
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-400- 50.0% |
$32.3K - $37.9K
|
400
$36.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-386- 21.48% |
$31.2K - $36.6K
|
1.41K
$130K
|
|