A detailed history of Balasa Dinverno & Foltz LLC transactions in Sempra Energy stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 1,447 shares of SRE stock, worth $108,481. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,447
Holding current value
$108,481
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

BUY
$24.47 - $175.65 $35,408 - $254,165
1,447 New
1,447 $217,000
Q2 2021

Jul 23, 2021

SELL
$131.8 - $144.06 $203,894 - $222,860
-1,547 Closed
0 $0
Q1 2021

Apr 29, 2021

BUY
$115.98 - $132.58 $179,421 - $205,101
1,547 New
1,547 $205,000
Q1 2020

Apr 30, 2020

SELL
$88.62 - $161.13 $139,665 - $253,940
-1,576 Closed
0 $0
Q4 2019

Jan 22, 2020

BUY
$141.17 - $152.03 $222,483 - $239,599
1,576 New
1,576 $239,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $23.6B
  • 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
Track This Portfolio

Track Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.