Purchases and Sales Made in Q1 2023 in Sempra Energy (SRE)

SRE Quotes by TradingView

This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 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
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
300
+ 15.38%
$41.9K - $48.6K
2.25K $196K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
297
+ 12.38%
$41.5K - $48.1K
2.7K $235K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
280
+ 12.49%
$39.1K - $45.4K
2.52K $220K
May 05, 2023 Q1 2023
Mitchell & Pahl Private Wealth, LLC

BUY
 -
270
+ 2.35%
$37.7K - $43.7K
11.8K $1.03M
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
267
+ 0.35%
$37.3K - $43.3K
77.2K $6.73M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
265
+ 1892.86%
$37K - $42.9K
279 $24.3K
May 11, 2023 Q1 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
262
+ 4.9%
$36.6K - $42.5K
5.61K $489K
May 10, 2023 Q1 2023
Mendel Money Management

Northbrook, IL
BUY
 -
260
+ 10.45%
$36.3K - $42.1K
2.75K $239K
Dec 19, 2024 Q1 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
255
+ 2.48%
$35.6K - $41.3K
10.5K $917K
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
253
+ 18.81%
$35.3K - $41K
1.6K $139K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
249
+ 33.29%
$34.8K - $40.3K
997 $86.8K
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
245
+ 6.27%
$34.2K - $39.7K
4.15K $362K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
243
+ 3.65%
$33.9K - $39.4K
6.91K $602K
May 15, 2023 Q1 2023
Hodges Capital Management Inc.

BUY
 -
242
+ 15.13%
$33.8K - $39.2K
1.84K $160K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
241
+ 5.59%
$33.7K - $39K
4.55K $396K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
238
+ 38.08%
$33.2K - $38.6K
863 $75.2K
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
237
+ 4.65%
$33.1K - $38.4K
5.33K $465K
Apr 17, 2023 Q1 2023
Czech National Bank

Prague, 2N
BUY
 -
237
+ 0.64%
$33.1K - $38.4K
37K $3.23M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
229
+ 0.87%
$32K - $37.1K
26.4K $2.3M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
216
+ 12.02%
$30.2K - $35K
2.01K $175K
Apr 13, 2023 Q1 2023
Weatherly Asset Management L. P.

BUY
 -
215
+ 8.49%
$30K - $34.8K
2.75K $239K
May 04, 2023 Q1 2023
Tilt Investment Management Holdings, Pbc

New York, NY
BUY
 -
213
+ 14.43%
$29.8K - $34.5K
1.69K $147K
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
201
+ 4.94%
$28.1K - $32.6K
4.27K $372K
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
200
+ 0.36%
$27.9K - $32.4K
56.1K $4.89M
Apr 17, 2023 Q1 2023
Heartland Bank & Trust CO

BUY
 -
197
+ 6.73%
$27.5K - $31.9K
3.13K $272K
Apr 28, 2023 Q1 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
193
+ 2.06%
$27K - $31.3K
9.57K $834K
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
193
+ 13.35%
$27K - $31.3K
1.64K $143K
May 12, 2023 Q1 2023
Bi Asset Management Fondsmaeglerselskab A

Kobenhavn, G7
BUY
 -
192
+ 3.38%
$26.8K - $31.1K
5.88K $512K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
191
+ 1.65%
$26.7K - $30.9K
11.8K $1.03M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
191
+ 4.94%
$26.7K - $30.9K
4.06K $353K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
191
+ 0.41%
$26.7K - $30.9K
47K $4.09M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
189
New
$26.4K - $30.6K
189 $16.5K
Apr 27, 2023 Q1 2023
Arizona State Retirement System

BUY
 -
185
+ 0.22%
$25.8K - $30K
85.8K $7.48M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
177
+ 8.64%
$24.7K - $28.7K
2.23K $194K
May 12, 2023 Q1 2023
Applied Finance Capital Management, LLC

San Juan, PR
BUY
 -
176
+ 11.59%
$24.6K - $28.5K
1.69K $148K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
172
+ 11.44%
$24K - $27.9K
1.68K $146K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
169
+ 2.07%
$23.6K - $27.4K
8.34K $726K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
166
+ 9.55%
$23.2K - $26.9K
1.9K $166K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
162
+ 11.25%
$22.6K - $26.2K
1.6K $140K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
154
+ 33.55%
$21.5K - $25K
613 $53.4K
May 03, 2023 Q1 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
152
+ 8.5%
$21.2K - $24.6K
1.94K $169K
May 12, 2023 Q1 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
146
+ 0.52%
$20.4K - $23.7K
28K $2.44M
May 10, 2023 Q1 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
141
+ 0.57%
$19.7K - $22.8K
24.9K $2.16M
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
139
New
$19.4K - $22.5K
139 $12.1K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
135
+ 9.8%
$18.9K - $21.9K
1.51K $132K
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
134
+ 2.41%
$18.7K - $21.7K
5.69K $495K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
124
+ 4.35%
$17.3K - $20.1K
2.98K $259K
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
124
+ 1.54%
$17.3K - $20.1K
8.15K $710K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
121
+ 70.76%
$16.9K - $19.6K
292 $25.4K

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