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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
9.75K+ 22.3% |
$788K - $924K
|
53.4K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
9.35KNew |
$756K - $886K
|
9.35K
$814K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
9.3K+ 100.0% |
$752K - $881K
|
18.6K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
9.25K+ 163.89% |
$747K - $877K
|
14.9K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
9.24K+ 25.2% |
$747K - $875K
|
45.9K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.12K+ 23.01% |
$737K - $864K
|
48.7K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
8.91KNew |
$720K - $845K
|
8.91K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.74K+ 209.9% |
$706K - $828K
|
12.9K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.71K+ 31.08% |
$704K - $825K
|
36.7K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.64K+ 28.24% |
$698K - $819K
|
39.2K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.53K+ 2.01% |
$689K - $808K
|
432K
$37.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.48K+ 22.8% |
$685K - $803K
|
45.6K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.36K+ 6.48% |
$675K - $792K
|
137K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.21K+ 29.71% |
$663K - $778K
|
35.8K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.18K+ 10.35% |
$661K - $776K
|
87.2K
$7.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.06K+ 36.82% |
$651K - $764K
|
30K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
8.05K+ 8.24% |
$650K - $763K
|
106K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
7.58KNew |
$613K - $719K
|
7.58K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.48K+ 61.89% |
$605K - $709K
|
19.6K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.4K+ 77.03% |
$598K - $701K
|
17K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.29K+ 6.22% |
$589K - $691K
|
125K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.28K+ 14.55% |
$588K - $690K
|
57.3K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
7.16K+ 5.26% |
$579K - $679K
|
143K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.02K+ 874.81% |
$567K - $665K
|
7.82K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
7.01K+ 40.48% |
$566K - $664K
|
24.3K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7KNew |
$566K - $664K
|
7K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
7KNew |
$566K - $663K
|
7K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
BUY
|
- |
6.8KNew |
$550K - $644K
|
6.8K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.72KNew |
$543K - $636K
|
6.72K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.54KNew |
$529K - $620K
|
6.54K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.33K+ 14.23% |
$511K - $599K
|
50.8K
$4.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.09KNew |
$492K - $577K
|
6.09K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.02KNew |
$487K - $571K
|
6.02K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
5.87KNew |
$475K - $556K
|
5.87K
$511K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.8K+ 4.84% |
$469K - $550K
|
126K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.72K+ 14.42% |
$462K - $542K
|
45.4K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
5.72KNew |
$462K - $542K
|
5.72K
$498K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.61K+ 2.58% |
$454K - $532K
|
223K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.58K+ 198.19% |
$451K - $529K
|
8.39K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.48K+ 5.91% |
$443K - $520K
|
98.3K
$8.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.45K+ 3.01% |
$441K - $517K
|
187K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.43KNew |
$439K - $514K
|
5.43K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.42K+ 47.43% |
$438K - $514K
|
16.8K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.35K+ 1.14% |
$432K - $507K
|
475K
$41.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$431K - $506K
|
5.34K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.32KNew |
$430K - $504K
|
5.32K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
5.31K+ 13.99% |
$429K - $503K
|
43.2K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$427K - $501K
|
5.29K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.26KNew |
$425K - $498K
|
5.26K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.16KNew |
$417K - $489K
|
5.16K
$449K
|