Purchases and Sales Made in Q1 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6- 0.22% |
$790 - $1.01K
|
2.69K
$226K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6- 0.01% |
$790 - $1.01K
|
106K
$8.9M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8- 5.88% |
$1.05K - $1.34K
|
128
$10.8K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 2.68% |
$1.05K - $1.34K
|
291
$24.5K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9Closed |
$1.18K - $1.51K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-9- 2.95% |
$1.18K - $1.51K
|
296
$24.9K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 18.37% |
$1.18K - $1.51K
|
40
$3.36K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12Closed |
$1.58K - $2.02K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-13- 30.95% |
$1.71K - $2.19K
|
29
$2.44K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-14- 0.61% |
$1.84K - $2.35K
|
2.3K
$193K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-15Closed |
$1.97K - $2.52K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18Closed |
$2.37K - $3.03K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-19- 2.43% |
$2.5K - $3.19K
|
763
$64.2K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20- 0.8% |
$2.63K - $3.36K
|
2.48K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21- 0.11% |
$2.76K - $3.53K
|
18.8K
$1.58M
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-22- 0.42% |
$2.9K - $3.7K
|
5.27K
$443K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-22- 0.05% |
$2.9K - $3.7K
|
43.9K
$3.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-22- 1.09% |
$2.9K - $3.7K
|
1.99K
$167K
|
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-24- 0.25% |
$3.16K - $4.03K
|
9.52K
$801K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-25- 1.28% |
$3.29K - $4.2K
|
1.93K
$162K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-28Closed |
$3.69K - $4.71K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-28- 57.14% |
$3.69K - $4.71K
|
21
$1.77K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-29- 1.02% |
$3.82K - $4.88K
|
2.8K
$236K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-32- 1.56% |
$4.21K - $5.38K
|
2.02K
$170K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-35- 3.91% |
$4.61K - $5.88K
|
860
$72.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-36- 20.22% |
$4.74K - $6.05K
|
142
$11.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-40- 1.02% |
$5.27K - $6.72K
|
3.87K
$325K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-45- 50.0% |
$5.92K - $7.57K
|
45
$3.78K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-46- 0.74% |
$6.06K - $7.73K
|
6.18K
$520K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-49- 2.48% |
$6.45K - $8.24K
|
1.93K
$162K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 8.73% |
$6.58K - $8.41K
|
523
$44K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-50- 2.41% |
$6.58K - $8.41K
|
2.03K
$171K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 15.97% |
$6.58K - $8.41K
|
263
$22.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52- 1.25% |
$6.85K - $8.74K
|
4.12K
$346K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-56- 2.66% |
$7.37K - $9.41K
|
2.05K
$172K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
SELL
|
- |
-58- 1.69% |
$7.64K - $9.75K
|
3.36K
$283K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-62Closed |
$8.16K - $10.4K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-63- 1.27% |
$8.29K - $10.6K
|
4.9K
$412K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-65Closed |
$8.56K - $10.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-67- 6.19% |
$8.82K - $11.3K
|
1.02K
$85.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-69- 2.73% |
$9.08K - $11.6K
|
2.45K
$206K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 74.0% |
$9.74K - $12.4K
|
26
$2.19K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-75- 2.85% |
$9.87K - $12.6K
|
2.55K
$215K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-76- 0.32% |
$10K - $12.8K
|
23.4K
$1.97M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-80Closed |
$10.5K - $13.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-81- 0.56% |
$10.7K - $13.6K
|
14.3K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-81- 1.36% |
$10.7K - $13.6K
|
5.9K
$496K
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-85Closed |
$11.2K - $14.3K
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 77.19% |
$11.6K - $14.8K
|
26
$2.19K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-96- 3.59% |
$12.6K - $16.1K
|
2.58K
$217K
|