A detailed history of Cyndeo Wealth Partners, LLC transactions in Sempra Energy stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,300 shares of SRE stock, worth $373,283. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,300
Previous 4,240 1.42%
Holding current value
$373,283
Previous $322,000 11.49%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 18, 2024

BUY
$74.97 - $84.04 $4,498 - $5,042
60 Added 1.42%
4,300 $359,000
Q2 2024

Jul 30, 2024

BUY
$66.41 - $78.4 $281,578 - $332,416
4,240 New
4,240 $322,000

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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