Purchases and Sales Made in Q1 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2024. 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 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-90- 0.83% |
$6.23K - $6.93K
|
10.8K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.09% |
$6.92K - $7.7K
|
109K
$7.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-108- 10.93% |
$7.48K - $8.31K
|
880
$62.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-110- 3.53% |
$7.62K - $8.47K
|
3.01K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-110- 7.2% |
$7.62K - $8.47K
|
1.42K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-117- 2.03% |
$8.1K - $9K
|
5.64K
$403K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-120- 3.69% |
$8.31K - $9.24K
|
3.13K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-121- 0.34% |
$8.38K - $9.31K
|
35.8K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-126- 9.87% |
$8.72K - $9.7K
|
1.15K
$82.1K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-134- 12.91% |
$9.28K - $10.3K
|
904
$64.5K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-137- 42.15% |
$9.49K - $10.5K
|
188
$13.4K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-138- 2.14% |
$9.56K - $10.6K
|
6.31K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-138- 1.58% |
$9.56K - $10.6K
|
8.61K
$614K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-140- 1.19% |
$9.69K - $10.8K
|
11.6K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-156- 48.45% |
$10.8K - $12K
|
166
$11.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-164- 39.14% |
$11.4K - $12.6K
|
255
$18.2K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-166- 5.25% |
$11.5K - $12.8K
|
3K
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-175- 1.88% |
$12.1K - $13.5K
|
9.16K
$654K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-176- 3.69% |
$12.2K - $13.5K
|
4.6K
$328K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-177- 11.82% |
$12.3K - $13.6K
|
1.32K
$94.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-177- 5.94% |
$12.3K - $13.6K
|
2.81K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-185- 2.6% |
$12.8K - $14.2K
|
6.94K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-195- 2.11% |
$13.5K - $15K
|
9.07K
$647K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-196- 25.86% |
$13.6K - $15.1K
|
562
$40.1K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-200- 1.76% |
$13.8K - $15.4K
|
11.1K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-207- 4.95% |
$14.3K - $15.9K
|
3.97K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-210- 4.12% |
$14.5K - $16.2K
|
4.89K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-215- 7.05% |
$14.9K - $16.5K
|
2.84K
$202K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-217- 1.02% |
$15K - $16.7K
|
21K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-218- 4.64% |
$15.1K - $16.8K
|
4.48K
$319K
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-219- 3.37% |
$15.2K - $16.9K
|
6.29K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-221- 0.46% |
$15.3K - $17K
|
47.8K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-223- 3.93% |
$15.4K - $17.2K
|
5.45K
$389K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-233- 4.19% |
$16.1K - $17.9K
|
5.33K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-234- 0.91% |
$16.2K - $18K
|
25.4K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-235- 0.84% |
$16.3K - $18.1K
|
27.8K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-236- 1.12% |
$16.3K - $18.2K
|
20.8K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-251- 0.3% |
$17.4K - $19.3K
|
82.4K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-253- 3.71% |
$17.5K - $19.5K
|
6.57K
$469K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-255- 28.94% |
$17.7K - $19.6K
|
626
$44.7K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-270- 5.3% |
$18.7K - $20.8K
|
4.83K
$345K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-280- 7.4% |
$19.4K - $21.5K
|
3.5K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-286- 4.56% |
$19.8K - $22K
|
5.99K
$427K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-293- 9.45% |
$20.3K - $22.5K
|
2.81K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-307- 21.94% |
$21.3K - $23.6K
|
1.09K
$77.9K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-315- 1.4% |
$21.8K - $24.2K
|
22.3K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-318- 6.3% |
$22K - $24.5K
|
4.73K
$338K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-340- 2.15% |
$23.5K - $26.2K
|
15.5K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-343- 8.14% |
$23.7K - $26.4K
|
3.87K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-350- 4.87% |
$24.2K - $26.9K
|
6.84K
$488K
|