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 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-828- 0.83% |
$57.3K - $63.7K
|
98.6K
$9.1M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-830- 1.19% |
$57.5K - $63.9K
|
69.1K
$6.37M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-830- 12.1% |
$57.5K - $63.9K
|
6.03K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-835- 5.69% |
$57.8K - $64.3K
|
13.8K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-842- 1.97% |
$58.3K - $64.8K
|
41.8K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-844- 13.63% |
$58.4K - $65K
|
5.35K
$493K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-857- 7.62% |
$59.3K - $66K
|
10.4K
$958K
|
|
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-858- 2.43% |
$59.4K - $66K
|
34.4K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-858- 12.07% |
$59.4K - $66K
|
6.25K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-858- 2.43% |
$59.4K - $66K
|
34.4K
$3.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-870- 9.01% |
$60.2K - $67K
|
8.78K
$811K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-888- 48.9% |
$61.5K - $68.3K
|
928
$85.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-895- 9.95% |
$62K - $68.9K
|
8.1K
$748K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-960- 16.83% |
$66.5K - $73.9K
|
4.74K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-971- 1.36% |
$67.2K - $74.7K
|
70.3K
$6.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-991- 10.94% |
$68.6K - $76.3K
|
8.07K
$745K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-996- 24.59% |
$69K - $76.7K
|
3.05K
$282K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 61.2% |
$69.2K - $77K
|
634
$58.5K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 6.75% |
$71.9K - $79.9K
|
14.3K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 3.71% |
$74.5K - $82.8K
|
27.9K
$2.58M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.08K- 5.96% |
$75K - $83.3K
|
17.1K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 11.45% |
$76.4K - $84.9K
|
8.53K
$787K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.11K- 25.97% |
$76.5K - $85K
|
3.15K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 26.33% |
$77.1K - $85.7K
|
3.12K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 25.41% |
$77.7K - $86.3K
|
3.29K
$304K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-1.22K- 0.45% |
$84.5K - $94K
|
269K
$24.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.22K- 1.6% |
$84.7K - $94.2K
|
75.4K
$6.96M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.25K- 25.76% |
$86.3K - $96K
|
3.59K
$332K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.26K- 8.81% |
$87.2K - $97K
|
13K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.31K- 0.71% |
$90.6K - $101K
|
183K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.34K- 21.06% |
$93.1K - $103K
|
5.04K
$465K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.37K- 0.94% |
$95.1K - $106K
|
145K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.4K- 5.37% |
$96.9K - $108K
|
24.7K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.4K- 5.75% |
$96.9K - $108K
|
22.9K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.42K- 8.95% |
$98.3K - $109K
|
14.4K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.43KClosed |
$98.7K - $110K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.44K- 4.7% |
$99.8K - $111K
|
29.2K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.48K- 95.73% |
$102K - $114K
|
66
$6.09K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.48K- 6.36% |
$103K - $114K
|
21.8K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 3.94% |
$104K - $115K
|
36.6K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.54K- 2.83% |
$107K - $119K
|
52.9K
$4.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.61K- 7.06% |
$112K - $124K
|
21.2K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 31.01% |
$113K - $125K
|
3.62K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.65K- 7.37% |
$114K - $127K
|
20.8K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.7K- 20.02% |
$117K - $131K
|
6.78K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.73K- 20.8% |
$120K - $133K
|
6.58K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.77K- 4.17% |
$122K - $136K
|
40.6K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 11.3% |
$127K - $142K
|
14.4K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.85K- 15.5% |
$128K - $143K
|
10.1K
$932K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.92K- 7.43% |
$133K - $148K
|
23.9K
$2.21M
|