A detailed history of Legacy Capital Wealth Partners, LLC transactions in Sempra Energy stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 7,149 shares of SRE stock, worth $676,938. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,149
Previous 6,979 2.44%
Holding current value
$676,938
Previous $530,000 12.64%
% of portfolio
0.1%
Previous 0.14%

Shares

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

Nov 04, 2024

BUY
$74.97 - $84.04 $12,744 - $14,286
170 Added 2.44%
7,149 $597,000
Q2 2024

Aug 01, 2024

BUY
$66.41 - $78.4 $463,475 - $547,153
6,979 New
6,979 $530,000
Q4 2023

Feb 05, 2024

SELL
$65.27 - $76.49 $44,971 - $52,701
-689 Reduced 9.73%
6,395 $477,000
Q3 2023

Oct 16, 2023

BUY
$67.77 - $151.95 $480,082 - $1.08 Million
7,084 New
7,084 $481,000
Q1 2023

May 10, 2023

BUY
$139.69 - $162.03 $405,520 - $470,373
2,903 New
2,903 $438,000

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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