A detailed history of Icon Wealth Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 404 shares of SRE stock, worth $37,244. This represents 0.0% of its overall portfolio holdings.

Number of Shares
404
Previous 28,247 98.57%
Holding current value
$37,244
Previous $2.15 Million 98.46%
% of portfolio
0.0%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$74.97 - $84.04 $2.31 Million - $2.59 Million
30,872 Added 7641.58%
31,276 $2.62 Million
Q3 2024

Nov 12, 2024

SELL
$74.97 - $84.04 $2.09 Million - $2.34 Million
-27,843 Reduced 98.57%
404 $33,000
Q2 2024

Aug 14, 2024

SELL
$66.41 - $78.4 $308,939 - $364,716
-4,652 Reduced 14.14%
28,247 $2.15 Million
Q1 2024

May 15, 2024

SELL
$69.24 - $76.96 $172,061 - $191,245
-2,485 Reduced 7.02%
32,899 $2.36 Million
Q4 2023

Feb 14, 2024

BUY
$65.27 - $76.49 $557,079 - $652,842
8,535 Added 31.79%
35,384 $2.64 Million
Q4 2022

Feb 14, 2023

BUY
$139.74 - $167.28 $11,738 - $14,051
84 Added 0.31%
26,849 $4.15 Million
Q3 2022

Jan 25, 2023

BUY
$24.47 - $175.65 $654,939 - $4.7 Million
26,765 New
26,765 $4.01 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29B
  • 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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