EP Wealth Advisors, LLC's ownership history for SRE

EP Wealth Advisors, LLC currently holds 64.3K shares with a market value of $4.9M. 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 64.3K shares on 2025-06-30, with a value of $4.9M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 287.9K.