A detailed history of Clearstead Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Clearstead Advisors, LLC holds 6,451 shares of SRE stock, worth $560,978. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,451
Previous 5,613 14.93%
Holding current value
$560,978
Previous $426,000 26.53%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$74.97 - $84.04 $62,824 - $70,425
838 Added 14.93%
6,451 $539,000
Q2 2024

Aug 09, 2024

BUY
$66.41 - $78.4 $284,633 - $336,022
4,286 Added 322.98%
5,613 $426,000
Q1 2024

May 14, 2024

BUY
$69.24 - $76.96 $13,363 - $14,853
193 Added 17.02%
1,327 $95,000
Q4 2023

Feb 12, 2024

BUY
$65.27 - $76.49 $4,438 - $5,201
68 Added 6.38%
1,134 $84,000
Q3 2023

Nov 07, 2023

BUY
$67.77 - $151.95 $38,154 - $85,547
563 Added 111.93%
1,066 $72,000
Q2 2023

Aug 07, 2023

SELL
$143.53 - $157.99 $430 - $473
-3 Reduced 0.59%
503 $73,000
Q1 2023

May 09, 2023

SELL
$139.69 - $162.03 $101,973 - $118,281
-730 Reduced 59.06%
506 $76,000
Q4 2022

Feb 14, 2023

BUY
$139.74 - $167.28 $9,921 - $11,876
71 Added 6.09%
1,236 $191,000
Q3 2022

Nov 14, 2022

BUY
$24.47 - $175.65 $25,497 - $183,027
1,042 Added 847.15%
1,165 $175,000
Q2 2022

Aug 12, 2022

BUY
$139.49 - $172.67 $1,394 - $1,726
10 Added 8.85%
123 $18,000
Q4 2021

Feb 14, 2022

SELL
$119.66 - $132.28 $5,025 - $5,555
-42 Reduced 27.1%
113 $15,000
Q3 2021

Nov 12, 2021

BUY
$123.62 - $136.76 $2,843 - $3,145
23 Added 17.42%
155 $20,000
Q2 2021

Aug 12, 2021

BUY
$131.8 - $144.06 $2,504 - $2,737
19 Added 16.81%
132 $17,000
Q4 2020

Feb 11, 2021

BUY
$119.13 - $135.96 $13,461 - $15,363
113 New
113 $14,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • 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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