A detailed history of Defined Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Defined Wealth Management, LLC holds 17,247 shares of SRE stock, worth $1.5 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
17,247
Previous 17,117 0.76%
Holding current value
$1.5 Million
Previous $1.3 Million 10.84%
% of portfolio
0.97%
Previous 0.93%

Shares

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

Oct 31, 2024

BUY
$74.97 - $84.04 $9,746 - $10,925
130 Added 0.76%
17,247 $1.44 Million
Q2 2024

Aug 05, 2024

BUY
$66.41 - $78.4 $1,261 - $1,489
19 Added 0.11%
17,117 $1.3 Million
Q1 2024

Apr 15, 2024

SELL
$69.24 - $76.96 $484 - $538
-7 Reduced 0.04%
17,098 $1.23 Million
Q4 2023

Jan 09, 2024

BUY
$65.27 - $76.49 $1,631 - $1,912
25 Added 0.15%
17,105 $1.28 Million
Q3 2023

Oct 24, 2023

BUY
$67.77 - $151.95 $616,707 - $1.38 Million
9,100 Added 114.04%
17,080 $1.16 Million
Q2 2023

Jul 28, 2023

BUY
$143.53 - $157.99 $143 - $157
1 Added 0.01%
7,980 $1.16 Million
Q3 2021

Oct 21, 2021

BUY
$123.62 - $136.76 $5,562 - $6,154
45 Added 0.57%
7,979 $1.01 Million
Q2 2021

Jul 20, 2021

BUY
$131.8 - $144.06 $144,980 - $158,466
1,100 Added 16.1%
7,934 $1.05 Million
Q1 2021

May 18, 2021

BUY
$115.98 - $132.58 $49,291 - $56,346
425 Added 6.63%
6,834 $906,000
Q4 2020

Mar 09, 2021

BUY
$119.13 - $135.96 $763,504 - $871,367
6,409 New
6,409 $817,000

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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