A detailed history of Heritage Wealth Advisors transactions in Sempra Energy stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,092 shares of SRE stock, worth $181,606. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,092
Previous 2,042 2.45%
Holding current value
$181,606
Previous $155,000 12.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$74.97 - $84.04 $3,748 - $4,202
50 Added 2.45%
2,092 $174,000
Q2 2024

Aug 05, 2024

BUY
$66.41 - $78.4 $132,288 - $156,172
1,992 Added 3984.0%
2,042 $155,000
Q1 2024

May 08, 2024

SELL
$69.24 - $76.96 $143,049 - $158,999
-2,066 Reduced 97.64%
50 $3,000
Q4 2023

Feb 09, 2024

BUY
$65.27 - $76.49 $4,829 - $5,660
74 Added 3.62%
2,116 $158,000
Q3 2023

Dec 12, 2024

BUY
$67.77 - $151.95 $69,193 - $155,140
1,021 Added 100.0%
2,042 $138,000
Q3 2023

Nov 08, 2023

BUY
$67.77 - $151.95 $69,193 - $155,140
1,021 Added 100.0%
2,042 $138,000
Q2 2023

Dec 12, 2024

SELL
$143.53 - $157.99 $153,720 - $169,207
-1,071 Reduced 51.2%
1,021 $148,000
Q4 2022

Dec 12, 2024

SELL
$139.74 - $167.28 $20,262 - $24,255
-145 Reduced 12.44%
1,021 $157,000
Q4 2022

Feb 06, 2023

SELL
$139.74 - $167.28 $20,262 - $24,255
-145 Reduced 12.44%
1,021 $157,000
Q3 2022

Dec 12, 2024

SELL
$24.47 - $175.65 $22,659 - $162,651
-926 Reduced 44.26%
1,166 $174,000
Q1 2022

May 11, 2022

SELL
$131.65 - $168.12 $52,660 - $67,248
-400 Reduced 25.54%
1,166 $196,000
Q4 2020

Feb 01, 2021

BUY
$119.13 - $135.96 $64,330 - $73,418
540 Added 52.63%
1,566 $200,000
Q2 2020

Jul 17, 2020

SELL
$103.71 - $134.79 $499,985 - $649,822
-4,821 Reduced 82.45%
1,026 $120,000
Q2 2020

Jul 17, 2020

BUY
$103.71 - $134.79 $499,985 - $649,822
4,821 Added 469.88%
5,847 $120,000
Q1 2020

May 05, 2020

SELL
$88.62 - $161.13 $797 - $1,450
-9 Reduced 0.87%
1,026 $115,000
Q4 2019

Feb 04, 2020

BUY
$141.17 - $152.03 $1,270 - $1,368
9 Added 0.88%
1,035 $156,000
Q3 2018

Nov 14, 2018

BUY
$111.06 - $118.87 $113,947 - $121,960
1,026 New
1,026 $116,000

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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