A detailed history of Forvis Wealth Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 10,589 shares of SRE stock, worth $986,047. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,589
Previous 10,477 1.07%
Holding current value
$986,047
Previous $796,000 11.18%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$74.97 - $84.04 $8,396 - $9,412
112 Added 1.07%
10,589 $885,000
Q2 2024

Aug 09, 2024

BUY
$66.41 - $78.4 $19,391 - $22,892
292 Added 2.87%
10,477 $796,000
Q1 2024

Apr 19, 2024

BUY
$69.24 - $76.96 $11,909 - $13,237
172 Added 1.72%
10,185 $731,000
Q4 2023

Jan 11, 2024

BUY
$65.27 - $76.49 $23,040 - $27,000
353 Added 3.65%
10,013 $748,000
Q3 2023

Oct 25, 2023

BUY
$67.77 - $151.95 $274,536 - $615,549
4,051 Added 72.22%
9,660 $657,000
Q2 2023

Aug 08, 2023

BUY
$143.53 - $157.99 $179,125 - $197,171
1,248 Added 28.62%
5,609 $816,000
Q1 2023

Apr 26, 2023

SELL
$139.69 - $162.03 $83,534 - $96,893
-598 Reduced 12.06%
4,361 $659,000
Q3 2022

Oct 13, 2022

BUY
$24.47 - $175.65 $831 - $5,972
34 Added 0.69%
4,959 $744,000
Q2 2022

Jul 22, 2022

BUY
$139.49 - $172.67 $402,707 - $498,498
2,887 Added 141.66%
4,925 $740,000
Q1 2022

May 10, 2022

BUY
$131.65 - $168.12 $16,719 - $21,351
127 Added 6.65%
2,038 $343,000
Q4 2021

Jan 14, 2022

SELL
$119.66 - $132.28 $5,265 - $5,820
-44 Reduced 2.25%
1,911 $253,000
Q3 2021

Oct 14, 2021

BUY
$123.62 - $136.76 $30,781 - $34,053
249 Added 14.6%
1,955 $247,000
Q2 2021

Jul 14, 2021

BUY
$131.8 - $144.06 $3,163 - $3,457
24 Added 1.43%
1,706 $226,000
Q1 2021

Apr 23, 2021

SELL
$115.98 - $132.58 $42,912 - $49,054
-370 Reduced 18.03%
1,682 $223,000
Q4 2020

Jan 22, 2021

BUY
$119.13 - $135.96 $5,241 - $5,982
44 Added 2.19%
2,052 $261,000
Q3 2020

Nov 05, 2020

BUY
$114.5 - $134.66 $229,916 - $270,397
2,008 New
2,008 $238,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.3B
  • 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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