A detailed history of Iams Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,481 shares of SRE stock, worth $897,755. This represents 0.39% of its overall portfolio holdings.

Number of Shares
9,481
Previous 8,659 9.49%
Holding current value
$897,755
Previous $659 Million 20.39%
% of portfolio
0.39%
Previous 0.36%

Shares

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

Oct 11, 2024

BUY
$74.97 - $84.04 $61,625 - $69,080
822 Added 9.49%
9,481 $793 Million
Q2 2024

Aug 05, 2024

BUY
$66.41 - $78.4 $73,515 - $86,788
1,107 Added 14.66%
8,659 $659 Million
Q1 2024

Apr 18, 2024

BUY
$69.24 - $76.96 $48,398 - $53,795
699 Added 10.2%
7,552 $534 Million
Q4 2023

Feb 07, 2024

SELL
$65.27 - $76.49 $1,370 - $1,606
-21 Reduced 0.31%
6,853 $512 Million
Q3 2023

Nov 14, 2023

BUY
$67.77 - $151.95 $465,850 - $1.04 Million
6,874 New
6,874 $468 Million
Q1 2023

Oct 30, 2023

BUY
$139.69 - $162.03 $400,910 - $465,026
2,870 New
2,870 $429 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.8B
  • 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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