A detailed history of Adviser Investments LLC transactions in Sempra Energy stock. As of the latest transaction made, Adviser Investments LLC holds 7,896 shares of SRE stock, worth $686,636. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,896
Previous 7,950 0.68%
Holding current value
$686,636
Previous $604,000 9.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$74.97 - $84.04 $4,048 - $4,538
-54 Reduced 0.68%
7,896 $660,000
Q2 2024

Aug 12, 2024

BUY
$66.41 - $78.4 $185,416 - $218,892
2,792 Added 54.13%
7,950 $604,000
Q1 2024

Apr 29, 2024

SELL
$69.24 - $76.96 $203,842 - $226,570
-2,944 Reduced 36.34%
5,158 $370,000
Q4 2023

Feb 01, 2024

BUY
$65.27 - $76.49 $528,817 - $619,721
8,102 New
8,102 $605,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • 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
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