A detailed history of Foundations Investment Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 52,617 shares of SRE stock, worth $4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
52,617
Previous 50,212 4.79%
Holding current value
$4 Million
Previous $3.75 Million 0.72%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$69.24 - $76.96 $166,522 - $185,088
2,405 Added 4.79%
52,617 $3.78 Million
Q4 2023

Feb 08, 2024

SELL
$65.27 - $76.49 $91,312 - $107,009
-1,399 Reduced 2.71%
50,212 $3.75 Million
Q3 2023

Oct 05, 2023

BUY
$67.77 - $151.95 $1.85 Million - $4.16 Million
27,345 Added 112.69%
51,611 $3.51 Million
Q2 2023

Jul 19, 2023

BUY
$143.53 - $157.99 $392,841 - $432,418
2,737 Added 12.71%
24,266 $3.53 Million
Q1 2023

Apr 25, 2023

BUY
$139.69 - $162.03 $840,235 - $974,610
6,015 Added 38.77%
21,529 $3.25 Million
Q4 2022

Jan 11, 2023

BUY
$139.74 - $167.28 $1.49 Million - $1.78 Million
10,651 Added 219.02%
15,514 $0
Q3 2022

Oct 19, 2022

BUY
$24.47 - $175.65 $49,111 - $352,529
2,007 Added 70.27%
4,863 $729,000
Q2 2022

Jul 08, 2022

BUY
$139.49 - $172.67 $56,074 - $69,413
402 Added 16.38%
2,856 $421,000
Q1 2022

Apr 19, 2022

SELL
$131.65 - $168.12 $9,083 - $11,600
-69 Reduced 2.73%
2,454 $420,000
Q4 2021

Jan 21, 2022

BUY
$119.66 - $132.28 $11,487 - $12,698
96 Added 3.96%
2,523 $344,000
Q3 2021

Oct 13, 2021

BUY
$123.62 - $136.76 $300,025 - $331,916
2,427 New
2,427 $307,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $23.9B
  • 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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