A detailed history of Aevitas Wealth Management, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 1,500 shares of SRE stock, worth $141,420. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,496 0.27%
Holding current value
$141,420
Previous $224,000 3.13%
% of portfolio
0.14%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$139.74 - $167.28 $558 - $669
4 Added 0.27%
1,500 $0
Q3 2022

Oct 24, 2022

BUY
$24.47 - $175.65 $122 - $878
5 Added 0.34%
1,496 $224,000
Q2 2022

Jul 22, 2022

BUY
$139.49 - $172.67 $418 - $518
3 Added 0.2%
1,491 $224,000
Q1 2022

Apr 25, 2022

BUY
$131.65 - $168.12 $195,895 - $250,162
1,488 New
1,488 $250,000
Q2 2019

Jul 26, 2019

SELL
$125.38 - $141.04 $29,088 - $32,721
-232 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$106.76 - $126.07 $213 - $252
2 Added 0.87%
232 $29,000
Q4 2018

Feb 14, 2019

BUY
$107.27 - $118.49 $107 - $118
1 Added 0.44%
230 $25,000
Q3 2018

Nov 14, 2018

BUY
$111.06 - $118.87 $222 - $237
2 Added 0.88%
229 $26,000
Q2 2018

Aug 10, 2018

BUY
$100.71 - $117.19 $201 - $234
2 Added 0.89%
227 $26,000
Q1 2018

May 15, 2018

BUY
$103.36 - $113.02 $206 - $226
2 Added 0.9%
225 $25,000
Q4 2017

Feb 13, 2018

BUY
$106.91 - $122.23 $23,840 - $27,257
223
223 $24,000

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
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