A detailed history of Marcum Wealth, LLC transactions in Sempra Energy stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,019 shares of SRE stock, worth $333,456. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,019
Previous 3,882 3.53%
Holding current value
$333,456
Previous $278,000 9.71%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

BUY
$66.41 - $78.4 $9,098 - $10,740
137 Added 3.53%
4,019 $305,000
Q1 2024

Apr 10, 2024

BUY
$69.24 - $76.96 $2,077 - $2,308
30 Added 0.78%
3,882 $278,000
Q4 2023

Jan 10, 2024

BUY
$65.27 - $76.49 $1,566 - $1,835
24 Added 0.63%
3,852 $287,000
Q3 2023

Oct 10, 2023

BUY
$67.77 - $151.95 $146,383 - $328,212
2,160 Added 129.5%
3,828 $260,000
Q2 2023

Jul 13, 2023

BUY
$143.53 - $157.99 $10,047 - $11,059
70 Added 4.38%
1,668 $242,000
Q1 2023

Apr 19, 2023

BUY
$139.69 - $162.03 $35,341 - $40,993
253 Added 18.81%
1,598 $241,000
Q4 2022

Jan 12, 2023

SELL
$139.74 - $167.28 $1,397 - $1,672
-10 Reduced 0.74%
1,345 $0
Q3 2022

Oct 11, 2022

SELL
$24.47 - $175.65 $3,205 - $23,010
-131 Reduced 8.82%
1,355 $203,000
Q2 2022

Jul 14, 2022

SELL
$139.49 - $172.67 $85,088 - $105,328
-610 Reduced 29.1%
1,486 $223,000
Q1 2022

Apr 20, 2022

BUY
$131.65 - $168.12 $275,938 - $352,379
2,096 New
2,096 $352,000
Q4 2021

Feb 01, 2022

SELL
$119.66 - $132.28 $202,225 - $223,553
-1,690 Closed
0 $0
Q3 2021

Nov 08, 2021

BUY
$123.62 - $136.76 $208,917 - $231,124
1,690 New
1,690 $214,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.1B
  • 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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