A detailed history of Marion Wealth Management transactions in Sempra Energy stock. As of the latest transaction made, Marion Wealth Management holds 13,157 shares of SRE stock, worth $1.09 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
13,157
Previous 12,765 3.07%
Holding current value
$1.09 Million
Previous $916,000 9.17%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Jul 09, 2024

BUY
$66.41 - $78.4 $26,032 - $30,732
392 Added 3.07%
13,157 $1 Million
Q1 2024

Apr 08, 2024

BUY
$69.24 - $76.96 $13,155 - $14,622
190 Added 1.51%
12,765 $916,000
Q4 2023

Jan 10, 2024

BUY
$65.27 - $76.49 $30,350 - $35,567
465 Added 3.84%
12,575 $939,000
Q3 2023

Oct 18, 2023

BUY
$67.77 - $151.95 $428,035 - $959,716
6,316 Added 109.01%
12,110 $823,000
Q2 2023

Jul 24, 2023

BUY
$143.53 - $157.99 $16,075 - $17,694
112 Added 1.97%
5,794 $843,000
Q1 2023

Apr 24, 2023

BUY
$139.69 - $162.03 $47,773 - $55,414
342 Added 6.4%
5,682 $858,000
Q4 2022

Jan 19, 2023

BUY
$139.74 - $167.28 $104,805 - $125,460
750 Added 16.34%
5,340 $0
Q3 2022

Nov 10, 2022

BUY
$24.47 - $175.65 $5,970 - $42,858
244 Added 5.61%
4,590 $688,000
Q2 2022

Jul 27, 2022

BUY
$139.49 - $172.67 $150,230 - $185,965
1,077 Added 32.95%
4,346 $653,000
Q1 2022

Apr 08, 2022

BUY
$131.65 - $168.12 $4,607 - $5,884
35 Added 1.08%
3,269 $550,000
Q4 2021

Feb 14, 2022

BUY
$119.66 - $132.28 $386,980 - $427,793
3,234 New
3,234 $428,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.9B
  • 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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