Purchases and Sales Made in Q4 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2024. The information is specifically focused on institutions that hold shares of SEMPRA ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
181New |
$14.6K - $17.2K
|
181
$15.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
180New |
$14.5K - $17.1K
|
180
$15.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
179+ 3.79% |
$14.5K - $17K
|
4.9K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
175+ 3.58% |
$14.1K - $16.6K
|
5.07K
$441K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
171New |
$13.8K - $16.2K
|
171
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
165+ 6.89% |
$13.3K - $15.6K
|
2.56K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
165+ 1.19% |
$13.3K - $15.6K
|
14.1K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
161+ 17.79% |
$13K - $15.3K
|
1.07K
$92.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 5.21% |
$12.8K - $15.1K
|
3.21K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 2.38% |
$12.5K - $14.7K
|
6.68K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 11.58% |
$12.3K - $14.4K
|
1.47K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
148+ 120.33% |
$12K - $14K
|
271
$23.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
148+ 148.0% |
$12K - $14K
|
248
$21.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
147+ 2.02% |
$11.9K - $13.9K
|
7.42K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
142+ 2.74% |
$11.5K - $13.5K
|
5.32K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
132+ 0.25% |
$10.7K - $12.5K
|
52.5K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
131New |
$10.6K - $12.4K
|
131
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
126+ 5.01% |
$10.2K - $11.9K
|
2.64K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
125+ 2.06% |
$10.1K - $11.8K
|
6.2K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 5.08% |
$10.1K - $11.8K
|
2.59K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
124+ 5.42% |
$10K - $11.8K
|
2.41K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 1.54% |
$10K - $11.8K
|
8.19K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$9.7K - $11.4K
|
120
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
118+ 0.07% |
$9.54K - $11.2K
|
182K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
114New |
$9.21K - $10.8K
|
114
$9.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
114New |
$9.21K - $10.8K
|
114
$9.93K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
114+ 2.66% |
$9.21K - $10.8K
|
4.4K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
113+ 3.05% |
$9.13K - $10.7K
|
3.81K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
110+ 2.73% |
$8.89K - $10.4K
|
4.14K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 0.64% |
$8.73K - $10.2K
|
17K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 1.31% |
$8.65K - $10.1K
|
8.25K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
106+ 5.3% |
$8.57K - $10K
|
2.11K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
106+ 3.02% |
$8.57K - $10K
|
3.62K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
104+ 0.59% |
$8.4K - $9.86K
|
17.9K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
101+ 2.28% |
$8.16K - $9.57K
|
4.53K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100+ 21.93% |
$8.08K - $9.48K
|
556
$48.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
100New |
$8.08K - $9.48K
|
100
$8.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.85% |
$8.08K - $9.48K
|
11.9K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
100+ 1.4% |
$8.08K - $9.48K
|
7.25K
$631K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 3.77% |
$7.84K - $9.19K
|
2.67K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
96+ 0.07% |
$7.76K - $9.1K
|
144K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
95New |
$7.68K - $9K
|
95
$8.27K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95New |
$7.68K - $9K
|
95
$8.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
93+ 0.37% |
$7.52K - $8.81K
|
25.1K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
86+ 0.81% |
$6.95K - $8.15K
|
10.8K
$938K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
85+ 2.15% |
$6.87K - $8.06K
|
4.04K
$352K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
82+ 3.38% |
$6.63K - $7.77K
|
2.51K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
82+ 1.21% |
$6.63K - $7.77K
|
6.84K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
79New |
$6.38K - $7.49K
|
79
$6.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
78+ 0.91% |
$6.3K - $7.39K
|
8.67K
$755K
|