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 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-75- 1.1% |
$10.5K - $12.2K
|
6.72K
$585K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 4.1% |
$10.6K - $12.3K
|
1.78K
$155K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-78- 1.02% |
$10.9K - $12.6K
|
7.56K
$658K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-79- 2.04% |
$11K - $12.8K
|
3.79K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-79- 0.7% |
$11K - $12.8K
|
11.2K
$974K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-79- 1.71% |
$11K - $12.8K
|
4.54K
$396K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-85- 2.71% |
$11.9K - $13.8K
|
3.05K
$265K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 77.19% |
$12.3K - $14.3K
|
26
$2.26K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-92- 3.79% |
$12.9K - $14.9K
|
2.34K
$204K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-94- 5.48% |
$13.1K - $15.2K
|
1.62K
$141K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-95- 11.53% |
$13.3K - $15.4K
|
729
$63.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-100- 4.84% |
$14K - $16.2K
|
1.97K
$171K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-100- 6.09% |
$14K - $16.2K
|
1.54K
$134K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-103- 0.06% |
$14.4K - $16.7K
|
177K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-103- 1.06% |
$14.4K - $16.7K
|
9.65K
$841K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-108- 9.52% |
$15.1K - $17.5K
|
1.03K
$89.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-110- 3.9% |
$15.4K - $17.8K
|
2.71K
$236K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-111- 4.14% |
$15.5K - $18K
|
2.57K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-116- 0.42% |
$16.2K - $18.8K
|
27.7K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-117- 2.13% |
$16.3K - $19K
|
5.37K
$467K
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-121- 3.48% |
$16.9K - $19.6K
|
3.35K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-125- 0.66% |
$17.5K - $20.3K
|
18.8K
$1.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-127- 0.95% |
$17.7K - $20.6K
|
13.2K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-131- 15.02% |
$18.3K - $21.2K
|
741
$64.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-133- 3.16% |
$18.6K - $21.5K
|
4.08K
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-135- 4.3% |
$18.9K - $21.9K
|
3.01K
$262K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-140Closed |
$19.6K - $22.7K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-143- 5.73% |
$20K - $23.2K
|
2.35K
$205K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 85.23% |
$21K - $24.3K
|
26
$2.26K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-153- 32.42% |
$21.4K - $24.8K
|
319
$27.8K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-154- 0.3% |
$21.5K - $25K
|
50.8K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-159- 1.12% |
$22.2K - $25.8K
|
14K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-162- 3.1% |
$22.6K - $26.2K
|
5.07K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-167- 6.15% |
$23.3K - $27.1K
|
2.55K
$222K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-173- 8.07% |
$24.2K - $28K
|
1.97K
$172K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-175- 5.55% |
$24.4K - $28.4K
|
2.98K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-179- 1.24% |
$25K - $29K
|
14.3K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-180- 96.77% |
$25.1K - $29.2K
|
6
$523
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-184- 27.02% |
$25.7K - $29.8K
|
497
$43.3K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-186- 7.98% |
$26K - $30.1K
|
2.14K
$187K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-189- 76.52% |
$26.4K - $30.6K
|
58
$5.05K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-192- 4.42% |
$26.8K - $31.1K
|
4.15K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-192- 5.52% |
$26.8K - $31.1K
|
3.29K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-197- 7.34% |
$27.5K - $31.9K
|
2.49K
$217K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-204- 8.22% |
$28.5K - $33.1K
|
2.28K
$199K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-212- 0.38% |
$29.6K - $34.4K
|
56.3K
$4.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233- 0.6% |
$32.5K - $37.8K
|
38.6K
$3.36M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-241- 7.96% |
$33.7K - $39K
|
2.79K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-244- 1.09% |
$34.1K - $39.5K
|
22.1K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-250- 28.9% |
$34.9K - $40.5K
|
615
$53.6K
|