A detailed history of Axxcess Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 15,911 shares of SRE stock, worth $1.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,911
Previous 22,586 29.55%
Holding current value
$1.32 Million
Previous $1.62 Million 25.4%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Aug 09, 2024

SELL
$66.41 - $78.4 $443,286 - $523,320
-6,675 Reduced 29.55%
15,911 $1.21 Million
Q1 2024

May 14, 2024

BUY
$69.24 - $76.96 $271,213 - $301,452
3,917 Added 20.98%
22,586 $1.62 Million
Q4 2023

Feb 06, 2024

BUY
$65.27 - $76.49 $364,271 - $426,890
5,581 Added 42.64%
18,669 $1.4 Million
Q3 2023

Nov 14, 2023

BUY
$67.77 - $151.95 $361,688 - $810,957
5,337 Added 68.86%
13,088 $890,000
Q2 2023

Aug 08, 2023

BUY
$143.53 - $157.99 $48,082 - $52,926
335 Added 4.52%
7,751 $1.13 Million
Q1 2023

May 03, 2023

BUY
$139.69 - $162.03 $362,076 - $419,981
2,592 Added 53.73%
7,416 $1.12 Million
Q4 2022

Feb 14, 2023

SELL
$139.74 - $167.28 $375,900 - $449,983
-2,690 Reduced 35.8%
4,824 $745,000
Q3 2022

Nov 14, 2022

BUY
$24.47 - $175.65 $10,106 - $72,543
413 Added 5.82%
7,514 $1.13 Million
Q2 2022

Aug 11, 2022

BUY
$139.49 - $172.67 $169,480 - $209,794
1,215 Added 20.64%
7,101 $1.07 Million
Q1 2022

Aug 11, 2022

BUY
$131.65 - $168.12 $274,753 - $350,866
2,087 Added 54.94%
5,886 $989,000
Q4 2021

Aug 11, 2022

BUY
$119.66 - $132.28 $454,588 - $502,531
3,799 New
3,799 $502,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.2B
  • 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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