Purchases and Sales Made in Q4 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2022. 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 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-180- 1.44% |
$25.2K - $30.1K
|
12.3K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-190- 2.08% |
$26.6K - $31.8K
|
8.94K
$833K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-206- 2.08% |
$28.8K - $34.5K
|
9.69K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-211- 8.89% |
$29.5K - $35.3K
|
2.16K
$202K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-214- 10.94% |
$29.9K - $35.8K
|
1.74K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-216- 1.76% |
$30.2K - $36.1K
|
12.1K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-225- 4.35% |
$31.4K - $37.6K
|
4.95K
$461K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-234- 7.9% |
$32.7K - $39.1K
|
2.73K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-236- 1.23% |
$33K - $39.5K
|
19K
$1.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-238- 5.82% |
$33.3K - $39.8K
|
3.85K
$359K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-250- 64.1% |
$34.9K - $41.8K
|
140
$13K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-253- 0.33% |
$35.4K - $42.3K
|
75.5K
$7.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-255- 5.23% |
$35.6K - $42.7K
|
4.62K
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-255- 9.86% |
$35.6K - $42.7K
|
2.33K
$217K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-259- 97.37% |
$36.2K - $43.3K
|
7
$652
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-263- 3.75% |
$36.8K - $44K
|
6.75K
$629K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-263- 6.31% |
$36.8K - $44K
|
3.91K
$364K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-276- 0.14% |
$38.6K - $46.2K
|
191K
$17.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-290- 48.09% |
$40.5K - $48.5K
|
313
$29.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-292- 0.23% |
$40.8K - $48.8K
|
126K
$11.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-299- 9.58% |
$41.8K - $50K
|
2.82K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-323- 1.06% |
$45.1K - $54K
|
30.1K
$2.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-324- 1.98% |
$45.3K - $54.2K
|
16K
$1.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-334- 5.21% |
$46.7K - $55.9K
|
6.07K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-335- 2.26% |
$46.8K - $56K
|
14.5K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-342- 19.81% |
$47.8K - $57.2K
|
1.38K
$129K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-373- 3.6% |
$52.1K - $62.4K
|
9.99K
$931K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-381- 2.64% |
$53.2K - $63.7K
|
14K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-398- 20.93% |
$55.6K - $66.6K
|
1.5K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-417- 13.69% |
$58.3K - $69.8K
|
2.63K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-440- 2.46% |
$61.5K - $73.6K
|
17.4K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-458- 17.61% |
$64K - $76.6K
|
2.14K
$200K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-487- 14.38% |
$68.1K - $81.5K
|
2.9K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-489- 48.13% |
$68.3K - $81.8K
|
527
$49.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-497- 3.31% |
$69.5K - $83.1K
|
14.5K
$1.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-500- 0.89% |
$69.9K - $83.6K
|
55.9K
$5.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-540- 18.56% |
$75.5K - $90.3K
|
2.37K
$221K
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-565- 6.13% |
$79K - $94.5K
|
8.65K
$806K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-570- 0.77% |
$79.7K - $95.3K
|
73.3K
$6.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-577- 1.8% |
$80.6K - $96.5K
|
31.5K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 4.67% |
$80.8K - $96.7K
|
11.8K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-585- 6.19% |
$81.7K - $97.9K
|
8.87K
$826K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-598- 5.21% |
$83.6K - $100K
|
10.9K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-604- 97.26% |
$84.4K - $101K
|
17
$1.58K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-677- 4.83% |
$94.6K - $113K
|
13.3K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-680- 0.82% |
$95K - $114K
|
81.9K
$7.63M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-700- 31.46% |
$97.8K - $117K
|
1.53K
$142K
|
|
|
Oct 01, 2025
Q4 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-705- 38.76% |
$98.5K - $118K
|
1.11K
$104K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-715- 44.0% |
$99.9K - $120K
|
910
$84.8K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-722- 1.02% |
$101K - $121K
|
70.3K
$6.55M
|