A detailed history of Bergan Kdv Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 8 shares of SRE stock, worth $703. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 24 66.67%
Holding current value
$703
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$143.53 - $157.99 $2,296 - $2,527
-16 Reduced 66.67%
8 $1,000
Q1 2023

Apr 27, 2023

BUY
$139.69 - $162.03 $419 - $486
3 Added 14.29%
24 $3,000
Q4 2022

Jan 31, 2023

SELL
$139.74 - $167.28 $14,672 - $17,564
-105 Reduced 83.33%
21 $3,000
Q3 2021

Nov 12, 2021

SELL
$123.62 - $136.76 $2,966 - $3,282
-24 Reduced 16.0%
126 $16,000
Q2 2021

Aug 10, 2021

BUY
$131.8 - $144.06 $3,163 - $3,457
24 Added 19.05%
150 $20,000
Q3 2020

Nov 05, 2020

SELL
$114.5 - $134.66 $12,022 - $14,139
-105 Reduced 45.45%
126 $15,000
Q2 2020

Aug 13, 2020

BUY
$103.71 - $134.79 $7,467 - $9,704
72 Added 45.28%
231 $27,000
Q4 2019

Feb 10, 2020

BUY
$141.17 - $152.03 $7,199 - $7,753
51 Added 47.22%
159 $24,000
Q2 2018

Jul 23, 2018

BUY
$100.71 - $117.19 $10,876 - $12,656
108 New
108 $13,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.6B
  • 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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