Purchases and Sales Made in Q4 2025 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2025. 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, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
442K+ 2092.36% |
$39.5M - $41.6M
|
463K
$42.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
168K+ 377.41% |
$15M - $15.8M
|
212K
$19.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
162K+ 2478.19% |
$14.5M - $15.2M
|
169K
$15.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.7K+ 114.22% |
$3.72M - $3.92M
|
78.1K
$7.19M
|
|
|
Jan 27, 2026
Q4 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
40.5K+ 33.98% |
$3.61M - $3.8M
|
160K
$14.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
38.3KNew |
$3.42M - $3.6M
|
38.3K
$3.53M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
24.3K+ 4.97% |
$2.17M - $2.29M
|
513K
$47.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
17.4K+ 190.12% |
$1.55M - $1.64M
|
26.6K
$2.44M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.3K+ 20.29% |
$1.55M - $1.63M
|
103K
$9.44M
|
|
|
Jan 28, 2026
Q4 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
17.1K+ 20.92% |
$1.53M - $1.61M
|
99.1K
$9.12M
|
|
|
Jan 28, 2026
Q4 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
16.7K+ 16.6% |
$1.49M - $1.57M
|
117K
$10.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
15.9KNew |
$1.42M - $1.5M
|
15.9K
$1.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
15.7K+ 5.13% |
$1.4M - $1.47M
|
321K
$29.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.6KNew |
$1.39M - $1.46M
|
15.6K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.4K+ 14.99% |
$1.29M - $1.36M
|
111K
$10.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Kbc Group Nv
|
BUY
|
- |
13.8K+ 19.47% |
$1.23M - $1.3M
|
84.8K
$7.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
12.4KNew |
$1.11M - $1.17M
|
12.4K
$1.14M
|
|
|
Jan 27, 2026
Q4 2025
|
Friedenthal Financial
|
BUY
|
- |
11.7KNew |
$1.04M - $1.1M
|
11.7K
$1.07M
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.9K+ 3.33% |
$976K - $1.03M
|
340K
$31.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.51KNew |
$670K - $706K
|
7.51K
$691K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.45KNew |
$665K - $700K
|
7.45K
$685K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.61K+ 2.68% |
$590K - $621K
|
253K
$23.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.39K+ 3.85% |
$570K - $600K
|
172K
$15.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.22K+ 73.5% |
$555K - $585K
|
14.7K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
4.59K+ 1.11% |
$410K - $432K
|
420K
$38.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.53K+ 21.13% |
$405K - $426K
|
26K
$2.39M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.78K+ 1.32% |
$337K - $355K
|
289K
$26.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.08KNew |
$275K - $290K
|
3.08K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$220K - $232K
|
2.47K
$227K
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.42KNew |
$216K - $228K
|
2.42K
$223K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.4KNew |
$214K - $226K
|
2.4K
$221K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.38KNew |
$213K - $224K
|
2.38K
$219K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.32K+ 10.89% |
$207K - $218K
|
23.7K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.27KNew |
$202K - $213K
|
2.27K
$208K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.25K+ 18.63% |
$201K - $212K
|
14.3K
$1.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.78K+ 264.0% |
$159K - $168K
|
2.46K
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.68K+ 8.17% |
$150K - $158K
|
22.2K
$2.04M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.63K+ 13.72% |
$145K - $153K
|
13.5K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 0.86% |
$95.6K - $101K
|
125K
$11.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.05K+ 6.0% |
$93.7K - $98.7K
|
18.6K
$1.71M
|
|
|
Jan 27, 2026
Q4 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
990+ 4.57% |
$88.4K - $93.1K
|
22.6K
$2.08M
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
930+ 5.11% |
$83K - $87.4K
|
19.1K
$1.76M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
801+ 0.56% |
$71.5K - $75.3K
|
145K
$13.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
756+ 23.41% |
$67.5K - $71.1K
|
3.99K
$367K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
745+ 4.44% |
$66.5K - $70K
|
17.5K
$1.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
683+ 22.84% |
$61K - $64.2K
|
3.67K
$338K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
674+ 40.63% |
$60.2K - $63.4K
|
2.33K
$215K
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
650+ 2.19% |
$58K - $61.1K
|
30.3K
$2.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
648+ 22.55% |
$57.8K - $60.9K
|
3.52K
$324K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
624New |
$55.7K - $58.7K
|
624
$57.4K
|
|