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 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-127- 0.27% |
$10.3K - $12K
|
46.4K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 0.01% |
$10.4K - $12.2K
|
1.27M
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 1.32% |
$10.5K - $12.3K
|
9.73K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-136- 0.92% |
$11K - $12.9K
|
14.7K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-142- 2.53% |
$11.5K - $13.5K
|
5.48K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-143- 5.54% |
$11.6K - $13.6K
|
2.44K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-146- 5.22% |
$11.8K - $13.8K
|
2.65K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-148- 3.97% |
$12K - $14K
|
3.58K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-148- 1.96% |
$12K - $14K
|
7.39K
$644K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-155Closed |
$12.5K - $14.7K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-160- 7.84% |
$12.9K - $15.2K
|
1.88K
$164K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-160- 0.76% |
$12.9K - $15.2K
|
20.9K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-162- 1.93% |
$13.1K - $15.4K
|
8.21K
$715K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-164- 0.77% |
$13.3K - $15.5K
|
21.1K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-169- 68.98% |
$13.7K - $16K
|
76
$6.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-177- 3.3% |
$14.3K - $16.8K
|
5.19K
$452K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-178- 0.5% |
$14.4K - $16.9K
|
35.4K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-179- 37.68% |
$14.5K - $17K
|
296
$25.8K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-184- 1.2% |
$14.9K - $17.4K
|
15.2K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-184- 2.71% |
$14.9K - $17.4K
|
6.62K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-190- 11.4% |
$15.4K - $18K
|
1.48K
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-200- 5.56% |
$16.2K - $19K
|
3.4K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 79.68% |
$16.2K - $19K
|
51
$4.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-201- 0.32% |
$16.2K - $19K
|
61.7K
$5.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-203- 19.26% |
$16.4K - $19.2K
|
851
$74.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-212- 7.31% |
$17.1K - $20.1K
|
2.69K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-214- 5.76% |
$17.3K - $20.3K
|
3.5K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-226- 4.28% |
$18.3K - $21.4K
|
5.06K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-226- 1.05% |
$18.3K - $21.4K
|
21.3K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 50.0% |
$18.5K - $21.7K
|
229
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-230- 2.41% |
$18.6K - $21.8K
|
9.31K
$811K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-231- 0.11% |
$18.7K - $21.9K
|
206K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 3.61% |
$18.8K - $22.1K
|
6.22K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-240- 3.67% |
$19.4K - $22.7K
|
6.31K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-242- 3.39% |
$19.6K - $22.9K
|
6.91K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-243- 7.66% |
$19.6K - $23K
|
2.93K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-244- 8.27% |
$19.7K - $23.1K
|
2.71K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-246- 1.81% |
$19.9K - $23.3K
|
13.3K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-247- 1.39% |
$20K - $23.4K
|
17.5K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-248- 1.3% |
$20K - $23.5K
|
18.8K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 0.86% |
$20.2K - $23.7K
|
28.9K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-251- 1.17% |
$20.3K - $23.8K
|
21.3K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-252- 6.03% |
$20.4K - $23.9K
|
3.92K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-266- 8.18% |
$21.5K - $25.2K
|
2.98K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 9.8% |
$23.4K - $27.4K
|
2.66K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-293- 3.15% |
$23.7K - $27.8K
|
9.02K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 3.83% |
$24.2K - $28.4K
|
7.54K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-332- 2.92% |
$26.8K - $31.5K
|
11K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-338- 1.93% |
$27.3K - $32K
|
17.1K
$1.49M
|