A detailed history of Aviso Wealth Management transactions in Sempra Energy stock. As of the latest transaction made, Aviso Wealth Management holds 3,671 shares of SRE stock, worth $321,616. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,671
Previous 4,096 10.38%
Holding current value
$321,616
Previous $312 Million 1.45%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 07, 2024

SELL
$74.97 - $84.04 $31,862 - $35,717
-425 Reduced 10.38%
3,671 $307 Million
Q2 2024

Aug 14, 2024

SELL
$66.41 - $78.4 $664 - $784
-10 Reduced 0.24%
4,096 $312 Million
Q1 2024

May 14, 2024

SELL
$69.24 - $76.96 $1,177 - $1,308
-17 Reduced 0.41%
4,106 $295 Million
Q4 2023

Feb 13, 2024

BUY
$65.27 - $76.49 $269,108 - $315,368
4,123 New
4,123 $308 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.5B
  • 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 Aviso Wealth Management Portfolio

Follow Aviso Wealth Management 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 Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.