Venturi Wealth Management, LLC's ownership history for SRE

Venturi Wealth Management, LLC currently holds 7.3K shares with a market value of $660.5K. It started holding SRE on 2024-09-30. At its peak, it held 8.4K shares on 2025-03-31. Its highest holding value was $680.7K on 2024-09-30. At its lowest, it held 7.3K shares on 2025-09-30, with a value of $581.5K on 2025-06-30. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 1.1K.