Ipsen Advisor Group LLC's ownership history for SRE

Ipsen Advisor Group LLC currently holds 9.5K shares with a market value of $840.3K. It started holding SRE on 2024-12-31. At its peak, it held 9.7K shares on 2025-09-30. Its highest holding value was $874.8K on 2025-09-30. At its lowest, it held 8.4K shares on 2024-12-31, with a value of $633.9K on 2025-03-31. In the recent 180 days, Ipsen Advisor Group LLC has decreased its shares by 129. In the recent year, Ipsen Advisor Group LLC has increased its shares by 1.1K.