A detailed history of Etesian Wealth Advisors, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 4,618 shares of SRE stock, worth $401,581. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,618
Previous 4,940 6.52%
Holding current value
$401,581
Previous $376 Million 2.79%
% of portfolio
0.17%
Previous 0.21%

Shares

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

Oct 18, 2024

SELL
$74.97 - $84.04 $24,140 - $27,060
-322 Reduced 6.52%
4,618 $386 Million
Q2 2024

Jul 25, 2024

SELL
$66.41 - $78.4 $22,180 - $26,185
-334 Reduced 6.33%
4,940 $376 Million
Q1 2024

Apr 12, 2024

BUY
$69.24 - $76.96 $2,284 - $2,539
33 Added 0.63%
5,274 $379 Million
Q4 2023

Jan 16, 2024

SELL
$65.27 - $76.49 $29,567 - $34,649
-453 Reduced 7.96%
5,241 $391 Million
Q4 2023

Jan 12, 2024

SELL
$65.27 - $76.49 $29,567 - $34,649
-453 Reduced 7.96%
5,241 $391 Million
Q3 2023

Jan 16, 2024

BUY
$67.77 - $151.95 $205,614 - $461,016
3,034 Added 114.06%
5,694 $387 Million
Q3 2023

Oct 19, 2023

BUY
$67.77 - $151.95 $205,614 - $461,016
3,034 Added 114.06%
5,694 $387 Million
Q2 2023

Jan 16, 2024

SELL
$143.53 - $157.99 $1,578 - $1,737
-11 Reduced 0.41%
2,660 $387 Million
Q2 2023

Oct 19, 2023

SELL
$143.53 - $157.99 $1,578 - $1,737
-11 Reduced 0.41%
2,660 $387 Million
Q1 2023

Jan 16, 2024

SELL
$139.69 - $162.03 $9,638 - $11,180
-69 Reduced 2.52%
2,671 $404 Million
Q1 2023

Oct 19, 2023

SELL
$139.69 - $162.03 $9,638 - $11,180
-69 Reduced 2.52%
2,671 $404 Million
Q4 2022

Jan 16, 2024

SELL
$139.74 - $167.28 $349,489 - $418,367
-2,501 Reduced 47.72%
2,740 $423 Million
Q4 2022

Oct 19, 2023

BUY
$139.74 - $167.28 $382,887 - $458,347
2,740 New
2,740 $423 Million

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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