A detailed history of Wr Wealth Planners, LLC transactions in Sempra Energy stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 114 shares of SRE stock, worth $10,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
114
Previous 114 -0.0%
Holding current value
$10,635
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024

BUY
$66.41 - $78.4 $664 - $784
10 Added 9.62%
114 $8,000
Q1 2024

Jul 31, 2024

BUY
$69.24 - $76.96 $7,200 - $8,003
104 New
104 $7,000
Q3 2023

Aug 01, 2024

BUY
$67.77 - $151.95 $1,762 - $3,950
26 Added 100.0%
52 $3.54 Million
Q2 2023

Aug 01, 2024

SELL
$143.53 - $157.99 $12,630 - $13,903
-88 Reduced 77.19%
26 $3.79 Million
Q1 2023

Aug 01, 2024

SELL
$139.69 - $162.03 $12,292 - $14,258
-88 Reduced 77.19%
26 $3.93 Million
Q3 2022

Oct 10, 2024

SELL
$24.47 - $175.65 $2,153 - $15,457
-88 Reduced 77.19%
26 $3.9 Million
Q1 2022

Oct 17, 2024

SELL
$131.65 - $168.12 $11,585 - $14,794
-88 Reduced 77.19%
26 $4.37 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.3B
  • 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.