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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.0% |
$27.9K - $33.5K
|
20.3K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
200+ 14.86% |
$27.9K - $33.5K
|
1.55K
$135K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
200+ 28.57% |
$27.9K - $33.5K
|
900
$78.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
188+ 0.42% |
$26.3K - $31.4K
|
44.7K
$3.89M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
187+ 1.7% |
$26.1K - $31.3K
|
11.2K
$977K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
184+ 11.83% |
$25.7K - $30.8K
|
1.74K
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
178+ 12.23% |
$24.9K - $29.8K
|
1.63K
$142K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
178+ 73.55% |
$24.9K - $29.8K
|
420
$36.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
175+ 6.97% |
$24.5K - $29.3K
|
2.68K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
172+ 0.77% |
$24K - $28.8K
|
22.6K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
165+ 21.24% |
$23.1K - $27.6K
|
942
$82K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
165+ 12.05% |
$23.1K - $27.6K
|
1.53K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
164+ 3.04% |
$22.9K - $27.4K
|
5.55K
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
161+ 644.0% |
$22.5K - $26.9K
|
186
$16.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
159+ 567.86% |
$22.2K - $26.6K
|
187
$16.3K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
157+ 6.01% |
$21.9K - $26.3K
|
2.77K
$241K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
155New |
$21.7K - $25.9K
|
155
$13.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
155+ 1.08% |
$21.7K - $25.9K
|
14.5K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
154+ 5.92% |
$21.5K - $25.8K
|
2.76K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
151New |
$21.1K - $25.3K
|
151
$13.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150+ 576.92% |
$21K - $25.1K
|
176
$15.3K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
141+ 8.47% |
$19.7K - $23.6K
|
1.81K
$157K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
138New |
$19.3K - $23.1K
|
138
$12K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
132+ 6.41% |
$18.4K - $22.1K
|
2.19K
$191K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
129New |
$18K - $21.6K
|
129
$11.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
126+ 2.88% |
$17.6K - $21.1K
|
4.5K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
123+ 0.51% |
$17.2K - $20.6K
|
24.4K
$2.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
121+ 40.88% |
$16.9K - $20.2K
|
417
$36.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
121+ 4.2% |
$16.9K - $20.2K
|
3K
$261K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
120+ 8.82% |
$16.8K - $20.1K
|
1.48K
$129K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
119+ 16.88% |
$16.6K - $19.9K
|
824
$71.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
118+ 5.36% |
$16.5K - $19.7K
|
2.32K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
108+ 0.44% |
$15.1K - $18.1K
|
24.7K
$2.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 76.34% |
$14K - $16.7K
|
231
$20.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100New |
$14K - $16.7K
|
100
$8.71K
|
|
|
Feb 08, 2023
Q4 2022
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
100+ 1.54% |
$14K - $16.7K
|
6.6K
$575K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
99New |
$13.8K - $16.6K
|
99
$8.62K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 7.38% |
$13.8K - $16.6K
|
1.44K
$125K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
98+ 18.6% |
$13.7K - $16.4K
|
625
$54.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
95+ 0.83% |
$13.3K - $15.9K
|
11.5K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
94+ 5.8% |
$13.1K - $15.7K
|
1.72K
$149K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
94+ 2.49% |
$13.1K - $15.7K
|
3.87K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
92+ 6.65% |
$12.9K - $15.4K
|
1.48K
$129K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 23.32% |
$12.2K - $14.6K
|
460
$40.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
84+ 0.31% |
$11.7K - $14.1K
|
26.8K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
84New |
$11.7K - $14.1K
|
84
$7.32K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
79+ 12.08% |
$11K - $13.2K
|
733
$63.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
76New |
$10.6K - $12.7K
|
76
$6.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
71+ 6.09% |
$9.92K - $11.9K
|
1.24K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64New |
$8.94K - $10.7K
|
64
$5.57K
|