A detailed history of Asset Planning,Inc transactions in Sempra Energy stock. As of the latest transaction made, Asset Planning,Inc holds 19,970 shares of SRE stock, worth $1.62 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
19,970
Previous 20,441 2.3%
Holding current value
$1.62 Million
Previous $1.46 Billion 3.73%
% of portfolio
1.14%
Previous 1.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

SELL
$63.78 - $78.91 $30,040 - $37,166
-471 Reduced 2.3%
19,970 $1.51 Billion
Q1 2025

May 08, 2025

BUY
$67.85 - $87.67 $17,437 - $22,531
257 Added 1.27%
20,441 $1.46 Billion
Q4 2024

Jan 30, 2025

BUY
$80.81 - $94.77 $1.63 Million - $1.91 Million
20,184 New
20,184 $1.77 Billion

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.5B
  • 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
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