Purchases and Sales Made in Q2 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
802+ 1.98% |
$115K - $127K
|
41.3K
$3.59M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
797+ 3.73% |
$114K - $126K
|
22.1K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
795+ 17.22% |
$114K - $126K
|
5.41K
$471K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
789+ 8.21% |
$113K - $125K
|
10.4K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
741+ 71.39% |
$106K - $117K
|
1.78K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
734+ 15.15% |
$105K - $116K
|
5.58K
$486K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
725+ 39.51% |
$104K - $115K
|
2.56K
$223K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 4.8% |
$100K - $111K
|
15.3K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
691+ 7.41% |
$99.2K - $109K
|
10K
$872K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
683+ 593.91% |
$98K - $108K
|
798
$69.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
654+ 6.34% |
$93.9K - $103K
|
11K
$956K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
629+ 138.85% |
$90.3K - $99.4K
|
1.08K
$94.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
629+ 138.85% |
$90.3K - $99.4K
|
1.08K
$94.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
629New |
$90.3K - $99.4K
|
629
$54.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
610+ 2.5% |
$87.6K - $96.4K
|
25K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
605+ 5.18% |
$86.8K - $95.6K
|
12.3K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
588+ 7.09% |
$84.4K - $92.9K
|
8.88K
$773K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
561+ 8.65% |
$80.5K - $88.6K
|
7.05K
$614K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
547+ 196.06% |
$78.5K - $86.4K
|
826
$71.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
546+ 2.53% |
$78.4K - $86.3K
|
22.1K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
499+ 12.41% |
$71.6K - $78.8K
|
4.52K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
491New |
$70.5K - $77.6K
|
491
$42.8K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
462+ 19.0% |
$66.3K - $73K
|
2.89K
$252K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
446+ 0.68% |
$64K - $70.5K
|
66K
$5.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
446+ 1.79% |
$64K - $70.5K
|
25.3K
$2.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
423+ 5.94% |
$60.7K - $66.8K
|
7.55K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
410+ 4.02% |
$58.8K - $64.8K
|
10.6K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
408+ 4.85% |
$58.6K - $64.5K
|
8.83K
$769K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
391+ 1.4% |
$56.1K - $61.8K
|
28.4K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
382+ 0.79% |
$54.8K - $60.4K
|
48.5K
$4.23M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
376+ 13.92% |
$54K - $59.4K
|
3.08K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
347+ 3.83% |
$49.8K - $54.8K
|
9.4K
$819K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
347+ 123.49% |
$49.8K - $54.8K
|
628
$54.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
344+ 4.98% |
$49.4K - $54.3K
|
7.25K
$631K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
341+ 19.65% |
$48.9K - $53.9K
|
2.08K
$181K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
339+ 14.87% |
$48.7K - $53.6K
|
2.62K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
335+ 4.52% |
$48.1K - $52.9K
|
7.75K
$675K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
335+ 0.46% |
$48.1K - $52.9K
|
73.2K
$6.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
319+ 7.84% |
$45.8K - $50.4K
|
4.39K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
319+ 18.83% |
$45.8K - $50.4K
|
2.01K
$175K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
315New |
$45.2K - $49.8K
|
315
$27.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
313+ 4.31% |
$44.9K - $49.5K
|
7.58K
$660K
|
|
|
Aug 11, 2023
Q2 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
307+ 8.32% |
$44.1K - $48.5K
|
4K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
303+ 2.57% |
$43.5K - $47.9K
|
12.1K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
297+ 8.71% |
$42.6K - $46.9K
|
3.71K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
297+ 13.0% |
$42.6K - $46.9K
|
2.58K
$225K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
294+ 0.77% |
$42.2K - $46.4K
|
38.5K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
287+ 7.53% |
$41.2K - $45.3K
|
4.1K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
284+ 0.73% |
$40.8K - $44.9K
|
39.3K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 12.4% |
$39.6K - $43.6K
|
2.5K
$218K
|