A detailed history of Fortress Wealth Management, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 2,755 shares of SRE stock, worth $239,574. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,755
Previous 2,748 0.25%
Holding current value
$239,574
Previous $209,000 10.05%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 18, 2024

BUY
$74.97 - $84.04 $524 - $588
7 Added 0.25%
2,755 $230,000
Q2 2024

Jul 16, 2024

BUY
$66.41 - $78.4 $182,494 - $215,443
2,748 New
2,748 $209,000
Q4 2023

Feb 12, 2024

BUY
$65.27 - $76.49 $178,839 - $209,582
2,740 New
2,740 $204,000
Q1 2023

Apr 20, 2023

BUY
$139.69 - $162.03 $419 - $486
3 Added 0.22%
1,355 $204,000
Q4 2022

Jan 17, 2023

BUY
$139.74 - $167.28 $419 - $501
3 Added 0.22%
1,352 $0
Q3 2022

Nov 03, 2022

BUY
$24.47 - $175.65 $97 - $702
4 Added 0.3%
1,349 $202,000
Q2 2022

Jul 27, 2022

SELL
$139.49 - $172.67 $32,222 - $39,886
-231 Reduced 14.66%
1,345 $202,000
Q1 2022

May 04, 2022

BUY
$131.65 - $168.12 $394 - $504
3 Added 0.19%
1,576 $265,000
Q4 2021

Feb 03, 2022

BUY
$119.66 - $132.28 $188,225 - $208,076
1,573 New
1,573 $208,000

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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