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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-259- 2.9% |
$36.2K - $42K
|
8.69K
$756K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-260- 34.57% |
$36.3K - $42.1K
|
492
$42.9K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-265- 4.93% |
$37K - $42.9K
|
5.11K
$445K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-270- 14.69% |
$37.7K - $43.7K
|
1.57K
$137K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-276- 6.39% |
$38.6K - $44.7K
|
4.05K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-281- 2.68% |
$39.3K - $45.5K
|
10.2K
$888K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-282- 2.68% |
$39.4K - $45.7K
|
10.2K
$890K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-292- 2.92% |
$40.8K - $47.3K
|
9.7K
$845K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-300- 12.37% |
$41.9K - $48.6K
|
2.13K
$185K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-311- 14.16% |
$43.4K - $50.4K
|
1.89K
$164K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-316- 7.66% |
$44.1K - $51.2K
|
3.81K
$332K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-316- 3.57% |
$44.1K - $51.2K
|
8.55K
$744K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-318- 4.71% |
$44.4K - $51.5K
|
6.43K
$560K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-334- 6.75% |
$46.7K - $54.1K
|
4.62K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-338- 9.83% |
$47.2K - $54.8K
|
3.1K
$270K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-358- 17.77% |
$50K - $58K
|
1.66K
$144K
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366- 18.39% |
$51.1K - $59.3K
|
1.62K
$141K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366- 18.39% |
$51.1K - $59.3K
|
1.62K
$141K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-375- 1.82% |
$52.4K - $60.8K
|
20.2K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.67% |
$55.9K - $64.8K
|
14.6K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-410- 2.77% |
$57.3K - $66.4K
|
14.4K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-413- 14.79% |
$57.7K - $66.9K
|
2.38K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-422- 0.12% |
$58.9K - $68.4K
|
358K
$31.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-442- 11.37% |
$61.7K - $71.6K
|
3.45K
$300K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-474- 0.65% |
$66.2K - $76.8K
|
72.8K
$6.34M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-500- 24.52% |
$69.8K - $81K
|
1.54K
$134K
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-510- 0.25% |
$71.2K - $82.6K
|
200K
$17.4M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-520- 5.14% |
$72.6K - $84.3K
|
9.59K
$835K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-520- 24.07% |
$72.6K - $84.3K
|
1.64K
$143K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-523- 0.88% |
$73.1K - $84.7K
|
59.2K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-541- 3.87% |
$75.6K - $87.7K
|
13.4K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-546- 16.63% |
$76.3K - $88.5K
|
2.74K
$238K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-551- 56.92% |
$77K - $89.3K
|
417
$36.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-598- 12.06% |
$83.5K - $96.9K
|
4.36K
$380K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-605- 30.3% |
$84.5K - $98K
|
1.39K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-610- 23.92% |
$85.2K - $98.8K
|
1.94K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-619- 3.12% |
$86.5K - $100K
|
19.2K
$1.67M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-687- 20.28% |
$96K - $111K
|
2.7K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-697- 32.22% |
$97.4K - $113K
|
1.47K
$128K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-700- 33.65% |
$97.8K - $113K
|
1.38K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-720- 5.85% |
$101K - $117K
|
11.6K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-730- 59.06% |
$102K - $118K
|
506
$44.1K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-732- 31.36% |
$102K - $119K
|
1.6K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 0.24% |
$112K - $130K
|
335K
$29.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-819- 5.37% |
$114K - $133K
|
14.4K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-821- 26.92% |
$115K - $133K
|
2.23K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-821- 23.43% |
$115K - $133K
|
2.68K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-836- 2.78% |
$117K - $135K
|
29.2K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-838- 0.76% |
$117K - $136K
|
110K
$9.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-860- 69.64% |
$120K - $139K
|
375
$32.7K
|