| 8/1/2025 | Delta Investment Management LLC | 3,049 | $231K | 0.0% | -15.4% | 0.000% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,515,505 | $114.83M | 0.0% | +1.4% | 0.232% | |
| 8/1/2025 | Chilton Capital Management LLC | 26,891 | $2.04M | 0.1% | -17.7% | 0.004% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 131,022 | $10.01M | 0.0% | +0.6% | 0.020% | |
| 7/31/2025 | Wealthfront Advisers LLC | 31,860 | $2.41M | 0.0% | +31.4% | 0.005% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 219,490 | $16.63M | 0.2% | +1.0% | 0.034% | |
| 7/31/2025 | Brighton Jones LLC | 7,798 | $591K | 0.0% | +5.2% | 0.001% | |
| 7/31/2025 | Leavell Investment Management Inc. | 2,918 | $223K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | CVA Family Office LLC | 1,648 | $125K | 0.0% | +44.3% | 0.000% | |
| 7/31/2025 | AG2R LA Mondiale Gestion D Actifs | 27,627 | $2.09M | 0.1% | +3.5% | 0.004% | |
Get the Latest News and Ratings for SRE and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Sempra Energy and its competitors with MarketBeat's FREE daily newsletter. |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 218,635 | $16.57M | 0.1% | +3.1% | 0.034% | |
| 7/31/2025 | Carrera Capital Advisors | 3,247 | $248K | 0.0% | -93.4% | 0.000% | |
| 7/31/2025 | Lee Danner & Bass Inc. | 63,405 | $4.80M | 0.4% | +37.0% | 0.010% | |
| 7/31/2025 | AlphaQuest LLC | 1,624 | $123K | 0.0% | -65.2% | 0.000% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 1,532,526 | $116.12M | 0.1% | +6.2% | 0.235% | |
| 7/31/2025 | Catalyst Capital Advisors LLC | 1,813 | $137K | 0.0% | +72.2% | 0.000% | |
| 7/31/2025 | Opus Capital Group LLC | 3,334 | $253K | 0.0% | -16.7% | 0.001% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 302,560 | $22.93M | 0.1% | -3.6% | 0.046% | |
| 7/31/2025 | Carnegie Investment Counsel | 143,373 | $10.86M | 0.2% | -2.1% | 0.022% | |
| 7/30/2025 | Bleakley Financial Group LLC | 10,958 | $830K | 0.0% | +4.9% | 0.002% | |
| 7/30/2025 | Clifford Swan Investment Counsel LLC | 13,524 | $1.03M | 0.0% | -2.5% | 0.002% | |
| 7/30/2025 | RNC Capital Management LLC | 594,426 | $45.04M | 2.2% | +0.1% | 0.091% | |
| 7/30/2025 | Freedom Investment Management Inc. | 3,037 | $230K | 0.0% | -10.7% | 0.000% | |
| 7/30/2025 | Ethic Inc. | 119,414 | $9.00M | 0.2% | -0.4% | 0.018% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 11,797 | $894K | 0.0% | +22.2% | 0.002% | |
| 7/30/2025 | Brookstone Capital Management | 2,920 | $221K | 0.0% | -12.3% | 0.000% | |
| 7/30/2025 | D.A. Davidson & CO. | 37,957 | $2.88M | 0.0% | +2.4% | 0.006% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 2,756 | $209K | 0.0% | +31.0% | 0.000% | |
| 7/30/2025 | VCI Wealth Management LLC | 18,874 | $1.43M | 0.5% | +10.5% | 0.003% | |
| 7/30/2025 | Securian Asset Management Inc. | 34,096 | $2.58M | 0.1% | +1.9% | 0.005% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 2,898 | $220K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | DekaBank Deutsche Girozentrale | 2,332,884 | $176.64M | 0.3% | -1.0% | 0.358% | |
| 7/30/2025 | Bogart Wealth LLC | 444 | $34K | 0.0% | +74.1% | 0.000% | |
| 7/30/2025 | Financial Perspectives Inc | 6,255 | $474K | 0.1% | +3.3% | 0.001% | |
| 7/30/2025 | Demars Financial Group LLC | 6,297 | $477K | 0.2% | N/A | 0.001% | |
| 7/29/2025 | Stephens Inc. AR | 11,451 | $868K | 0.0% | -2.1% | 0.002% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 10,515 | $797K | 0.0% | -3.2% | 0.002% | |
| 7/29/2025 | Mutual of America Capital Management LLC | 74,778 | $5.67M | 0.1% | +1.5% | 0.011% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 4,901 | $371K | 0.0% | -14.7% | 0.001% | |
| 7/29/2025 | Spirit of America Management Corp NY | 17,150 | $1.30M | 0.3% | +5.2% | 0.003% | |
Wall Street Hates This Gold IRA Strategy—Here’s Why (Ad) What if I told you there's a legal way to own real physical gold and silver—and keep your gains tax-free?
No gimmicks. No shady tricks. Just a powerful IRS-approved loophole that most Americans have never heard of.
It's called a Self-Directed Gold IRA, and it's quietly becoming the go-to wealth protection strategy for people who see the writing on the wall.
When you take the next step, you could qualify for up to $10,000 in FREE GOLD & SILVER with your purchase of a qualified account. Click here to get the IRS Gold Loophole Report now |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 344,473 | $26.10M | 0.1% | +3.7% | 0.053% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 13,650 | $1.03M | 0.0% | -5.9% | 0.002% | |
| 7/29/2025 | Applied Finance Capital Management LLC | 11,766 | $892K | 0.1% | +3.8% | 0.002% | |
| 7/29/2025 | Nordea Investment Management AB | 33,067 | $2.50M | 0.0% | -95.5% | 0.005% | |
| 7/29/2025 | Praxis Investment Management Inc. | 22,746 | $1.72M | 0.1% | +4.8% | 0.003% | |
| 7/28/2025 | New York State Teachers Retirement System | 529,028 | $40.08M | 0.1% | -2.5% | 0.081% | |
| 7/28/2025 | Davidson Investment Advisors | 438,774 | $33.25M | 1.5% | +1.3% | 0.067% | |
| 7/28/2025 | Dash Acquisitions Inc. | 2,678 | $213K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 4,789 | $363K | 0.1% | +16.2% | 0.001% | |
| 7/28/2025 | Mutual Advisors LLC | 22,597 | $1.83M | 0.0% | +11.9% | 0.003% | |
| 7/28/2025 | Generali Asset Management SPA SGR | 76,083 | $5.77M | 0.1% | -5.8% | 0.012% | |
| 7/28/2025 | Harbour Investments Inc. | 5,192 | $393K | 0.0% | -6.8% | 0.001% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 6,128 | $464K | 0.0% | +48.7% | 0.001% | |
| 7/28/2025 | TD Asset Management Inc | 494,006 | $37.43M | 0.0% | +23.2% | 0.076% | |
| 7/28/2025 | Morningstar Investment Management LLC | 15,299 | $1.16M | 0.1% | +16.7% | 0.002% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 14,687 | $1.11M | 0.0% | -1.3% | 0.002% | |
| 7/25/2025 | Community Bank N.A. | 25,821 | $1.96M | 0.3% | +31.8% | 0.004% | |
| 7/25/2025 | NorthRock Partners LLC | 7,778 | $594K | 0.0% | +40.4% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,175 | $624K | 0.0% | -65.0% | 0.001% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 13,404 | $1.02M | 0.0% | +77.1% | 0.002% | |
| 7/25/2025 | Yousif Capital Management LLC | 89,092 | $6.75M | 0.1% | +0.6% | 0.014% | |
| 7/25/2025 | Pandora Wealth Inc. | 14,447 | $1.10M | 0.7% | -4.5% | 0.002% | |
| 7/25/2025 | MGO One Seven LLC | 19,791 | $1.50M | 0.0% | +13.4% | 0.003% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 227,224 | $17.31M | 0.0% | -8.4% | 0.035% | |
| 7/25/2025 | GW Henssler & Associates Ltd. | 353,620 | $26.79M | 1.4% | +3.3% | 0.054% | |
| 7/25/2025 | CWM LLC | 21,944 | $1.66M | 0.0% | +7.2% | 0.003% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 62,900 | $4.77M | 0.1% | +33.6% | 0.010% | |
| 7/25/2025 | Sather Financial Group Inc | 3,453 | $262K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 25,370 | $1.92M | 0.0% | +0.6% | 0.004% | |
| 7/25/2025 | Asset Planning Inc | 19,970 | $1.51M | 1.1% | -2.3% | 0.003% | |
| 7/25/2025 | Apollon Wealth Management LLC | 9,747 | $739K | 0.0% | -10.3% | 0.001% | |
| 7/25/2025 | Hemington Wealth Management | 474 | $35K | 0.0% | -21.8% | 0.000% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 10,354 | $785K | 0.0% | -36.9% | 0.002% | |
| 7/25/2025 | Richardson Financial Services Inc. | 2,385 | $182K | 0.1% | +9.2% | 0.000% | |
| 7/25/2025 | One Degree Advisors Inc | 12,844 | $973K | 0.3% | -2.6% | 0.002% | |
| 7/24/2025 | Lester Murray Antman dba SimplyRich | 11,410 | $864K | 0.2% | -8.8% | 0.002% | |
| 7/24/2025 | Conning Inc. | 3,798 | $288K | 0.0% | -3.2% | 0.001% | |
| 7/24/2025 | Aberdeen Group plc | 634,544 | $48.08M | 0.1% | +5.1% | 0.097% | |
| 7/24/2025 | PDS Planning Inc | 3,899 | $295K | 0.0% | +8.3% | 0.001% | |
| 7/24/2025 | Blue Trust Inc. | 2,104 | $159K | 0.0% | +14.0% | 0.000% | |
| 7/24/2025 | Commerzbank Aktiengesellschaft FI | 19,862 | $1.51M | 0.0% | +8.7% | 0.003% | |
| 7/24/2025 | Castellan Group | 40,348 | $3.06M | 0.6% | +8.3% | 0.006% | |
| 7/24/2025 | IFP Advisors Inc | 2,455 | $186K | 0.0% | -20.8% | 0.000% | |
| 7/24/2025 | Callan Family Office LLC | 12,587 | $954K | 0.0% | +234.5% | 0.002% | |
| 7/24/2025 | Blair William & Co. IL | 36,853 | $2.79M | 0.0% | +5.8% | 0.006% | |
| 7/24/2025 | Rice Partnership LLC | 5,651 | $428K | 0.1% | N/A | 0.001% | |
| 7/24/2025 | US Bancorp DE | 149,801 | $11.35M | 0.0% | -3.4% | 0.023% | |
| 7/24/2025 | Baxter Bros Inc. | 2,800 | $212K | 0.0% | -16.4% | 0.000% | |
| 7/23/2025 | Vontobel Holding Ltd. | 11,888 | $901K | 0.0% | -22.7% | 0.002% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 2,650 | $201K | 0.2% | -7.0% | 0.000% | |
Wall Street Hates This Gold IRA Strategy—Here’s Why (Ad) What if I told you there's a legal way to own real physical gold and silver—and keep your gains tax-free?
No gimmicks. No shady tricks. Just a powerful IRS-approved loophole that most Americans have never heard of.
It's called a Self-Directed Gold IRA, and it's quietly becoming the go-to wealth protection strategy for people who see the writing on the wall.
When you take the next step, you could qualify for up to $10,000 in FREE GOLD & SILVER with your purchase of a qualified account. Click here to get the IRS Gold Loophole Report now |
| 7/23/2025 | Maryland State Retirement & Pension System | 619,453 | $46.94M | 1.0% | +9.3% | 0.095% | |
| 7/23/2025 | Ignite Planners LLC | 12,396 | $970K | 0.1% | +3.1% | 0.002% | |
| 7/23/2025 | Louisiana State Employees Retirement System | 34,400 | $2.61M | 0.0% | +0.9% | 0.005% | |
| 7/23/2025 | Venturi Wealth Management LLC | 7,674 | $581K | 0.0% | -8.9% | 0.001% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 26,218 | $1.99M | 0.4% | +2.4% | 0.004% | |
| 7/23/2025 | Shell Asset Management Co. | 38,789 | $2.94M | 0.1% | -3.5% | 0.006% | |
| 7/23/2025 | 626 Financial LLC | 2,768 | $210K | 0.1% | N/A | 0.000% | |
| 7/23/2025 | KLP Kapitalforvaltning AS | 513,024 | $39.16M | 0.2% | +2.2% | 0.079% | |
| 7/23/2025 | Mraz Amerine & Associates Inc. | 4,168 | $316K | 0.1% | +34.9% | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 15,803 | $1.20M | 0.0% | -14.7% | 0.002% | |
