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 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 1.86% |
$1.21K - $1.42K
|
790
$68.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-16- 0.52% |
$1.29K - $1.52K
|
3.06K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17- 2.49% |
$1.37K - $1.61K
|
666
$58K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 1.21% |
$1.62K - $1.9K
|
1.64K
$142K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-22- 0.34% |
$1.78K - $2.08K
|
6.36K
$554K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-26- 0.56% |
$2.1K - $2.46K
|
4.59K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-29- 0.53% |
$2.34K - $2.75K
|
5.4K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 3.56% |
$2.42K - $2.84K
|
812
$70.7K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.06% |
$2.42K - $2.84K
|
2.8K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-34- 0.65% |
$2.75K - $3.22K
|
5.16K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 2.22% |
$2.83K - $3.32K
|
1.54K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 1.23% |
$2.91K - $3.41K
|
2.88K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-36- 0.72% |
$2.91K - $3.41K
|
4.99K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-37- 17.29% |
$2.99K - $3.51K
|
177
$15.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-37- 1.28% |
$2.99K - $3.51K
|
2.85K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 36.84% |
$3.39K - $3.98K
|
72
$6.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-44- 0.56% |
$3.56K - $4.17K
|
7.85K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-46- 1.8% |
$3.72K - $4.36K
|
2.51K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-51- 0.54% |
$4.12K - $4.83K
|
9.48K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-54- 6.07% |
$4.36K - $5.12K
|
836
$72.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 2.5% |
$4.44K - $5.21K
|
2.14K
$187K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.52% |
$4.44K - $5.21K
|
10.5K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-55- 2.18% |
$4.44K - $5.21K
|
2.47K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-55- 2.19% |
$4.44K - $5.21K
|
2.45K
$214K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-57- 2.1% |
$4.61K - $5.4K
|
2.65K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-62- 1.69% |
$5.01K - $5.88K
|
3.61K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-65- 0.49% |
$5.25K - $6.16K
|
13.1K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-65- 1.55% |
$5.25K - $6.16K
|
4.14K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 4.78% |
$5.33K - $6.25K
|
1.32K
$115K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 1.03% |
$5.41K - $6.35K
|
6.44K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-70- 0.36% |
$5.66K - $6.63K
|
19.6K
$1.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-70- 0.66% |
$5.66K - $6.63K
|
10.5K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-71- 1.39% |
$5.74K - $6.73K
|
5.03K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-76- 0.8% |
$6.14K - $7.2K
|
9.37K
$816K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-77- 1.95% |
$6.22K - $7.3K
|
3.88K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-78- 0.53% |
$6.3K - $7.39K
|
14.7K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-80- 20.62% |
$6.46K - $7.58K
|
308
$26.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-82- 1.08% |
$6.63K - $7.77K
|
7.54K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-86- 0.18% |
$6.95K - $8.15K
|
48.5K
$4.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-89- 11.6% |
$7.19K - $8.43K
|
678
$59.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 0.03% |
$7.52K - $8.81K
|
357K
$31.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-93- 0.63% |
$7.52K - $8.81K
|
14.8K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-96- 1.82% |
$7.76K - $9.1K
|
5.18K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-96- 2.87% |
$7.76K - $9.1K
|
3.25K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103- 1.5% |
$8.32K - $9.76K
|
6.74K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-105- 0.75% |
$8.49K - $9.95K
|
13.9K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-108- 4.07% |
$8.73K - $10.2K
|
2.55K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-109- 2.18% |
$8.81K - $10.3K
|
4.88K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-113- 0.29% |
$9.13K - $10.7K
|
39.1K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-115- 4.96% |
$9.29K - $10.9K
|
2.21K
$192K
|