A detailed history of Private Wealth Management Group, LLC transactions in Sempra Energy stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 921 shares of SRE stock, worth $86,822. This represents 0.03% of its overall portfolio holdings.

Number of Shares
921
Previous 918 0.33%
Holding current value
$86,822
Previous $69.8 Million 10.31%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$74.97 - $84.04 $224 - $252
3 Added 0.33%
921 $77 Million
Q4 2023

Feb 08, 2024

BUY
$65.27 - $76.49 $59,917 - $70,217
918 New
918 $68.6 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.6B
  • 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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.