Purchases and Sales Made in Q1 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-13- 0.58% |
$1.82K - $2.11K
|
2.24K
$195K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-14- 0.61% |
$1.96K - $2.27K
|
2.3K
$200K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 1.03% |
$2.1K - $2.43K
|
1.45K
$126K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16- 1.97% |
$2.24K - $2.59K
|
797
$69.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-16- 0.26% |
$2.24K - $2.59K
|
6.06K
$528K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-17- 0.74% |
$2.37K - $2.75K
|
2.27K
$198K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-18- 0.25% |
$2.51K - $2.92K
|
7.27K
$633K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-20- 48.78% |
$2.79K - $3.24K
|
21
$1.83K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 4.35% |
$2.79K - $3.24K
|
440
$38.3K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-21- 0.69% |
$2.93K - $3.4K
|
3.03K
$264K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25- 4.72% |
$3.49K - $4.05K
|
505
$44K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-26- 0.86% |
$3.63K - $4.21K
|
2.99K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-26- 0.99% |
$3.63K - $4.21K
|
2.6K
$227K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-27- 1.83% |
$3.77K - $4.37K
|
1.45K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-28- 1.51% |
$3.91K - $4.54K
|
1.83K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-29- 0.21% |
$4.05K - $4.7K
|
14K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29- 0.12% |
$4.05K - $4.7K
|
23.5K
$2.05M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-30- 1.94% |
$4.19K - $4.86K
|
1.52K
$132K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-30- 1.47% |
$4.19K - $4.86K
|
2.01K
$175K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-30- 0.63% |
$4.19K - $4.86K
|
4.7K
$409K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-30- 0.87% |
$4.19K - $4.86K
|
3.42K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-31- 1.83% |
$4.33K - $5.02K
|
1.66K
$145K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-33- 0.36% |
$4.61K - $5.35K
|
9.22K
$803K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-33- 16.42% |
$4.61K - $5.35K
|
168
$14.6K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-35- 4.76% |
$4.89K - $5.67K
|
700
$61K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-35- 0.14% |
$4.89K - $5.67K
|
25.1K
$2.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-36- 0.51% |
$5.03K - $5.83K
|
7.05K
$614K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37- 0.26% |
$5.17K - $6K
|
14K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-37- 0.45% |
$5.17K - $6K
|
8.1K
$706K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-40- 1.34% |
$5.59K - $6.48K
|
2.94K
$256K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 14.34% |
$5.59K - $6.48K
|
239
$20.8K
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-42- 1.43% |
$5.87K - $6.81K
|
2.9K
$252K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 66.67% |
$6.15K - $7.13K
|
22
$1.92K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50- 0.95% |
$6.98K - $8.1K
|
5.23K
$455K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 25.0% |
$6.98K - $8.1K
|
150
$13.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 21.65% |
$6.98K - $8.1K
|
181
$15.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-52- 0.44% |
$7.26K - $8.43K
|
11.8K
$1.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-55- 1.08% |
$7.68K - $8.91K
|
5.05K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-55- 18.46% |
$7.68K - $8.91K
|
243
$21.2K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-59- 1.55% |
$8.24K - $9.56K
|
3.76K
$327K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-60- 5.23% |
$8.38K - $9.72K
|
1.09K
$94.8K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-62- 0.13% |
$8.66K - $10K
|
47.3K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-65- 3.0% |
$9.08K - $10.5K
|
2.1K
$183K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-67- 2.43% |
$9.36K - $10.9K
|
2.69K
$234K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-69- 2.52% |
$9.64K - $11.2K
|
2.67K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-69- 1.69% |
$9.64K - $11.2K
|
4.02K
$350K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-69- 2.52% |
$9.64K - $11.2K
|
2.67K
$233K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-70- 4.99% |
$9.78K - $11.3K
|
1.33K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-71- 1.69% |
$9.92K - $11.5K
|
4.12K
$359K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-72- 3.04% |
$10.1K - $11.7K
|
2.3K
$200K
|