A detailed history of Lakeshore Financial Planning, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 3,918 shares of SRE stock, worth $340,121. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,918
Previous 4,022 2.59%
Holding current value
$340,121
Previous $306 Million 7.11%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 31, 2024

SELL
$74.97 - $84.04 $7,796 - $8,740
-104 Reduced 2.59%
3,918 $328 Million
Q2 2024

Jul 25, 2024

BUY
$66.41 - $78.4 $3,320 - $3,920
50 Added 1.26%
4,022 $306 Million
Q1 2024

May 10, 2024

BUY
$69.24 - $76.96 $13,778 - $15,315
199 Added 5.27%
3,972 $285 Million
Q3 2023

Nov 14, 2023

BUY
$67.77 - $151.95 $255,696 - $573,307
3,773 New
3,773 $257 Million

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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