EP Wealth Advisors, LLC's ownership history for SRE

EP Wealth Advisors, LLC currently holds 51.3K shares with a market value of $4.5M. It started holding SRE on 2024-09-30. At its peak, it held 358.9K shares on 2024-09-30. Its highest holding value was $30.9M on 2024-12-31. At its lowest, it held 51.3K shares on 2025-12-31, with a value of $4.5M on 2025-12-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 305.9K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 307.6K.