Purchases and Sales Made in Q4 2021 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-273- 4.37% |
$32.7K - $36.1K
|
5.98K
$521K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-279- 8.16% |
$33.4K - $36.9K
|
3.14K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-280- 8.25% |
$33.5K - $37K
|
3.12K
$271K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-282- 53.01% |
$33.7K - $37.3K
|
250
$21.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-283- 0.4% |
$33.9K - $37.4K
|
69.8K
$6.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-284- 0.24% |
$34K - $37.6K
|
117K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-285- 11.12% |
$34.1K - $37.7K
|
2.28K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-289- 2.78% |
$34.6K - $38.2K
|
10.1K
$881K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-290- 7.4% |
$34.7K - $38.4K
|
3.63K
$316K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-290- 8.85% |
$34.7K - $38.4K
|
2.99K
$260K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-290- 38.98% |
$34.7K - $38.4K
|
454
$39.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-294- 1.54% |
$35.2K - $38.9K
|
18.9K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-295- 2.96% |
$35.3K - $39K
|
9.67K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-298- 13.75% |
$35.7K - $39.4K
|
1.87K
$163K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-308- 0.53% |
$36.9K - $40.7K
|
57.8K
$5.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-334- 13.88% |
$40K - $44.2K
|
2.07K
$180K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-342- 7.91% |
$40.9K - $45.2K
|
3.98K
$347K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-344- 13.08% |
$41.2K - $45.5K
|
2.29K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-348- 1.26% |
$41.6K - $46K
|
27.4K
$2.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-348- 11.79% |
$41.6K - $46K
|
2.6K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-349- 12.32% |
$41.8K - $46.2K
|
2.48K
$216K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-352- 7.94% |
$42.1K - $46.6K
|
4.08K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-364- 7.61% |
$43.6K - $48.1K
|
4.42K
$385K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-377- 1.86% |
$45.1K - $49.9K
|
19.9K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 0.65% |
$47.9K - $52.9K
|
61.5K
$5.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-421- 7.09% |
$50.4K - $55.7K
|
5.52K
$481K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-425- 0.7% |
$50.9K - $56.2K
|
60.5K
$5.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-429- 14.72% |
$51.3K - $56.7K
|
2.49K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-446- 13.13% |
$53.4K - $59K
|
2.95K
$257K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-460- 0.75% |
$55K - $60.8K
|
60.7K
$5.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-475- 12.68% |
$56.8K - $62.8K
|
3.27K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-500- 7.04% |
$59.8K - $66.1K
|
6.6K
$575K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-505Closed |
$60.4K - $66.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-507- 9.28% |
$60.7K - $67.1K
|
4.96K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-515- 1.18% |
$61.6K - $68.1K
|
43.1K
$3.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-524- 3.3% |
$62.7K - $69.3K
|
15.4K
$1.34M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-555- 10.35% |
$66.4K - $73.4K
|
4.81K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-570- 1.06% |
$68.2K - $75.4K
|
53.3K
$4.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-590- 0.6% |
$70.6K - $78K
|
97.2K
$8.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-610- 8.0% |
$73K - $80.7K
|
7.01K
$611K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-619Closed |
$74.1K - $81.9K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-652- 5.22% |
$78K - $86.2K
|
11.8K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-690- 55.38% |
$82.6K - $91.3K
|
556
$48.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-700Closed |
$83.8K - $92.6K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-706Closed |
$84.5K - $93.4K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-710- 2.65% |
$85K - $93.9K
|
26.1K
$2.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-719Closed |
$86K - $95.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-770- 2.1% |
$92.1K - $102K
|
35.9K
$3.12M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-770- 19.46% |
$92.1K - $102K
|
3.19K
$278K
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-800- 2.99% |
$95.7K - $106K
|
25.9K
$2.26M
|