A detailed history of Carolinas Wealth Consulting LLC transactions in Sempra Energy stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 33 shares of SRE stock, worth $2,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 33 -0.0%
Holding current value
$2,751
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$69.24 - $76.96 $346 - $384
5 Added 17.86%
33 $2,000
Q3 2023

Nov 14, 2023

BUY
$67.77 - $151.95 $948 - $2,127
14 Added 100.0%
28 $1,000
Q3 2021

Nov 15, 2021

SELL
$123.62 - $136.76 $16,688 - $18,462
-135 Reduced 90.6%
14 $2,000
Q1 2021

May 17, 2021

BUY
$115.98 - $132.58 $579 - $662
5 Added 3.47%
149 $20,000
Q4 2020

Feb 16, 2021

SELL
$119.13 - $135.96 $7,147 - $8,157
-60 Reduced 29.41%
144 $19,000
Q3 2020

Nov 12, 2020

BUY
$114.5 - $134.66 $16,488 - $19,391
144 Added 240.0%
204 $24,000
Q2 2020

Aug 13, 2020

BUY
$103.71 - $134.79 $6,222 - $8,087
60 New
60 $7,000

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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting 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 Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.