A detailed history of Independent Solutions Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 25,036 shares of SRE stock, worth $2.1 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
25,036
Previous 24,999 0.15%
Holding current value
$2.1 Million
Previous $1.9 Billion 10.12%
% of portfolio
0.47%
Previous 0.44%

Shares

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

Dec 19, 2024

BUY
$74.97 - $84.04 $2,773 - $3,109
37 Added 0.15%
25,036 $2.09 Billion
Q2 2024

Dec 19, 2024

SELL
$66.41 - $78.4 $19,192 - $22,657
-289 Reduced 1.14%
24,999 $1.9 Billion
Q1 2024

Dec 19, 2024

SELL
$69.24 - $76.96 $32,473 - $36,094
-469 Reduced 1.82%
25,288 $1.82 Billion
Q4 2023

Dec 19, 2024

BUY
$65.27 - $76.49 $478,102 - $560,289
7,325 Added 39.74%
25,757 $1.92 Billion
Q3 2023

Dec 19, 2024

BUY
$67.77 - $151.95 $539,381 - $1.21 Million
7,959 Added 76.0%
18,432 $1.25 Billion
Q2 2023

Dec 19, 2024

SELL
$143.53 - $157.99 $7,320 - $8,057
-51 Reduced 0.48%
10,473 $1.52 Billion
Q1 2023

Dec 19, 2024

BUY
$139.69 - $162.03 $35,620 - $41,317
255 Added 2.48%
10,524 $1.59 Billion
Q4 2022

Dec 19, 2024

BUY
$139.74 - $167.28 $189,766 - $227,166
1,358 Added 15.24%
10,269 $1.59 Billion
Q3 2022

Dec 19, 2024

BUY
$24.47 - $175.65 $68,736 - $493,400
2,809 Added 46.03%
8,911 $1.34 Billion
Q2 2022

Dec 19, 2024

BUY
$139.49 - $172.67 $44,218 - $54,736
317 Added 5.48%
6,102 $917 Million
Q1 2022

Dec 19, 2024

BUY
$131.65 - $168.12 $252,504 - $322,454
1,918 Added 49.6%
5,785 $973 Million
Q4 2021

Dec 19, 2024

BUY
$119.66 - $132.28 $3,709 - $4,100
31 Added 0.81%
3,867 $511 Million
Q3 2021

Dec 19, 2024

BUY
$123.62 - $136.76 $66,013 - $73,029
534 Added 16.17%
3,836 $485 Million
Q2 2021

Dec 19, 2024

BUY
$131.8 - $144.06 $35,454 - $38,752
269 Added 8.87%
3,302 $437 Million
Q1 2021

Dec 19, 2024

SELL
$115.98 - $132.58 $26,443 - $30,228
-228 Reduced 6.99%
3,033 $402 Million
Q4 2020

Dec 19, 2024

SELL
$119.13 - $135.96 $19,656 - $22,433
-165 Reduced 4.82%
3,261 $415 Million
Q3 2020

Dec 19, 2024

SELL
$114.5 - $134.66 $11,450 - $13,466
-100 Reduced 2.84%
3,426 $406 Million
Q2 2020

Dec 19, 2024

SELL
$103.71 - $134.79 $23,438 - $30,462
-226 Reduced 6.02%
3,526 $413 Million
Q1 2020

Dec 19, 2024

SELL
$88.62 - $161.13 $10,988 - $19,980
-124 Reduced 3.2%
3,752 $424 Million
Q4 2019

Dec 13, 2024

BUY
$141.17 - $152.03 $547,174 - $589,268
3,876 New
3,876 $587 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.4B
  • 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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