A detailed history of Beaumont Financial Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,971 shares of SRE stock, worth $242,166. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,971
Previous 2,938 1.12%
Holding current value
$242,166
Previous $211,000 6.64%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$66.41 - $78.4 $2,191 - $2,587
33 Added 1.12%
2,971 $225,000
Q1 2024

May 10, 2024

BUY
$69.24 - $76.96 $830 - $923
12 Added 0.41%
2,938 $211,000
Q4 2023

Jan 31, 2024

SELL
$65.27 - $76.49 $9,072 - $10,632
-139 Reduced 4.54%
2,926 $218,000
Q3 2023

Nov 01, 2023

BUY
$67.77 - $151.95 $109,109 - $244,639
1,610 Added 110.65%
3,065 $208,000
Q2 2023

Aug 02, 2023

BUY
$143.53 - $157.99 $3,301 - $3,633
23 Added 1.61%
1,455 $211,000
Q1 2023

May 08, 2023

SELL
$139.69 - $162.03 $279 - $324
-2 Reduced 0.14%
1,432 $216,000
Q4 2022

Jan 25, 2023

BUY
$139.74 - $167.28 $200,387 - $239,879
1,434 New
1,434 $0

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.6B
  • Description
  • Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...
More about SRE
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