Purchases and Sales Made in Q4 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
2.88KNew |
$188K - $220K
|
2.88K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.86KNew |
$187K - $219K
|
2.86K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.86K+ 18.43% |
$187K - $219K
|
18.4K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.8KNew |
$183K - $214K
|
2.8K
$261K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.8KNew |
$183K - $214K
|
2.8K
$261K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.79K+ 34.49% |
$182K - $214K
|
10.9K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.79KNew |
$182K - $213K
|
2.79K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.79KNew |
$182K - $213K
|
2.79K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.78KNew |
$181K - $212K
|
2.78K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.77KNew |
$181K - $212K
|
2.77K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.77K+ 3.93% |
$181K - $212K
|
73.1K
$6.81M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.77KNew |
$180K - $211K
|
2.77K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.74KNew |
$179K - $210K
|
2.74K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.74KNew |
$179K - $210K
|
2.74K
$255K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.73KNew |
$178K - $209K
|
2.73K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.73K+ 0.99% |
$178K - $209K
|
280K
$26M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.72K+ 43.3% |
$177K - $208K
|
9K
$838K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.69KNew |
$176K - $206K
|
2.69K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.67K+ 44.01% |
$174K - $204K
|
8.74K
$814K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.62K+ 13.47% |
$171K - $201K
|
22.1K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.62K+ 10.01% |
$171K - $200K
|
28.8K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.5K+ 62.91% |
$163K - $191K
|
6.48K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$163K - $191K
|
2.5K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.43KNew |
$159K - $186K
|
2.43K
$226K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.37KNew |
$154K - $181K
|
2.37K
$220K
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.36KNew |
$154K - $180K
|
2.36K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.36K+ 98.17% |
$154K - $180K
|
4.76K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.29K+ 1.17% |
$149K - $175K
|
198K
$18.5M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$145K - $170K
|
2.22K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.18K+ 4.53% |
$142K - $167K
|
50.4K
$4.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.06K+ 3.15% |
$135K - $158K
|
67.5K
$6.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.05K+ 7.62% |
$134K - $157K
|
29K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.01K+ 47.14% |
$131K - $154K
|
6.27K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
2.01KNew |
$131K - $153K
|
2.01K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.98K+ 10.62% |
$129K - $151K
|
20.6K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.9K+ 0.62% |
$124K - $145K
|
310K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.84K+ 1.09% |
$120K - $140K
|
171K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.82K+ 1.31% |
$119K - $139K
|
140K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.69K+ 5.95% |
$110K - $129K
|
30.1K
$2.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.66K+ 13.1% |
$108K - $127K
|
14.3K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 8.81% |
$108K - $127K
|
20.5K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.64KNew |
$107K - $126K
|
1.64K
$153K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.64K+ 20.42% |
$107K - $125K
|
9.65K
$899K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$106K - $124K
|
1.63K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.62K+ 31.11% |
$106K - $124K
|
6.82K
$635K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.57K+ 3.04% |
$103K - $120K
|
53.4K
$4.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.57K+ 34.35% |
$102K - $120K
|
6.14K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 23.55% |
$102K - $119K
|
8.18K
$762K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.54K+ 100.0% |
$100K - $117K
|
3.07K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 2.2% |
$100K - $117K
|
71.2K
$6.63M
|