A detailed history of Fingerlakes Wealth Management, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,880 shares of SRE stock, worth $240,134. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,880
Previous 3,293 12.54%
Holding current value
$240,134
Previous $236,000 7.2%
% of portfolio
0.2%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$66.41 - $78.4 $27,427 - $32,379
-413 Reduced 12.54%
2,880 $219,000
Q1 2024

Apr 24, 2024

SELL
$69.24 - $76.96 $77,687 - $86,349
-1,122 Reduced 25.41%
3,293 $236,000
Q4 2023

Jan 26, 2024

SELL
$65.27 - $76.49 $2,676 - $3,136
-41 Reduced 0.92%
4,415 $329,000
Q3 2023

Nov 07, 2023

BUY
$67.77 - $151.95 $111,888 - $250,869
1,651 Added 58.86%
4,456 $303,000
Q2 2023

Aug 10, 2023

SELL
$143.53 - $157.99 $10,190 - $11,217
-71 Reduced 2.47%
2,805 $408,000
Q1 2023

May 02, 2023

BUY
$139.69 - $162.03 $2,374 - $2,754
17 Added 0.59%
2,876 $434,000
Q4 2022

Feb 10, 2023

SELL
$139.74 - $167.28 $10,340 - $12,378
-74 Reduced 2.52%
2,859 $441,000
Q3 2022

Oct 28, 2022

SELL
$24.47 - $175.65 $2,520 - $18,091
-103 Reduced 3.39%
2,933 $440,000
Q2 2022

Aug 05, 2022

BUY
$139.49 - $172.67 $2,650 - $3,280
19 Added 0.63%
3,036 $456,000
Q1 2022

May 06, 2022

BUY
$131.65 - $168.12 $3,949 - $5,043
30 Added 1.0%
3,017 $507,000
Q4 2021

Feb 17, 2022

BUY
$119.66 - $132.28 $357,424 - $395,120
2,987 New
2,987 $393,000

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
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