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 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
190+ 1.51% |
$13.2K - $14.6K
|
12.8K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
181+ 1.96% |
$12.5K - $13.9K
|
9.4K
$868K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
173+ 7.69% |
$12K - $13.3K
|
2.42K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
172+ 1.72% |
$11.9K - $13.2K
|
10.2K
$940K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
171New |
$11.8K - $13.2K
|
171
$15.8K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
170+ 7.05% |
$11.8K - $13.1K
|
2.58K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
158New |
$10.9K - $12.2K
|
158
$14.6K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
151+ 0.12% |
$10.5K - $11.6K
|
130K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
148+ 3.22% |
$10.2K - $11.4K
|
4.75K
$438K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
142+ 3.39% |
$9.83K - $10.9K
|
4.34K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
135+ 5.71% |
$9.35K - $10.4K
|
2.5K
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
135+ 0.3% |
$9.35K - $10.4K
|
45.3K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
130+ 3.17% |
$9K - $10K
|
4.23K
$390K
|
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
130+ 6.29% |
$9K - $10K
|
2.2K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
127+ 0.52% |
$8.79K - $9.77K
|
24.4K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
120New |
$8.31K - $9.24K
|
120
$11.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
109+ 2.79% |
$7.55K - $8.39K
|
4.01K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
109+ 1.54% |
$7.55K - $8.39K
|
7.19K
$663K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
104New |
$7.2K - $8K
|
104
$9.6K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
102New |
$7.06K - $7.85K
|
102
$9.41K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 62.11% |
$6.92K - $7.7K
|
261
$24.1K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.05% |
$6.92K - $7.7K
|
202K
$18.6M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
96+ 0.33% |
$6.65K - $7.39K
|
29K
$2.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
96+ 0.72% |
$6.65K - $7.39K
|
13.4K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
94New |
$6.51K - $7.23K
|
94
$8.68K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
93+ 0.76% |
$6.44K - $7.16K
|
12.4K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
91New |
$6.3K - $7K
|
91
$8.4K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
87New |
$6.02K - $6.7K
|
87
$8.03K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
87+ 0.79% |
$6.02K - $6.7K
|
11K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
87+ 2.78% |
$6.02K - $6.7K
|
3.22K
$297K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
86+ 0.69% |
$5.95K - $6.62K
|
12.6K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
84+ 1.25% |
$5.82K - $6.46K
|
6.79K
$627K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
82+ 2.93% |
$5.68K - $6.31K
|
2.88K
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
80+ 66.67% |
$5.54K - $6.16K
|
200
$18.5K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
80+ 1.32% |
$5.54K - $6.16K
|
6.12K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79+ 80.61% |
$5.47K - $6.08K
|
177
$16.3K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
79+ 8.89% |
$5.47K - $6.08K
|
968
$89.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 12.5% |
$5.19K - $5.77K
|
675
$62.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 36.95% |
$5.19K - $5.77K
|
278
$25.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74+ 2.36% |
$5.12K - $5.7K
|
3.21K
$296K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70+ 1.4% |
$4.85K - $5.39K
|
5.06K
$467K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
69+ 2.23% |
$4.78K - $5.31K
|
3.17K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
68+ 0.32% |
$4.71K - $5.23K
|
21.5K
$1.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
68+ 8.91% |
$4.71K - $5.23K
|
831
$76.7K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
67+ 0.75% |
$4.64K - $5.16K
|
8.98K
$828K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
65+ 0.1% |
$4.5K - $5K
|
67.9K
$6.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
64+ 1.88% |
$4.43K - $4.93K
|
3.46K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
56+ 0.08% |
$3.88K - $4.31K
|
73.3K
$6.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
54+ 174.19% |
$3.74K - $4.16K
|
85
$7.84K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
52+ 1.65% |
$3.6K - $4K
|
3.2K
$295K
|