A detailed history of Mendel Money Management transactions in Sempra Energy stock. As of the latest transaction made, Mendel Money Management holds 8,354 shares of SRE stock, worth $791,040. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,354
Previous 8,331 0.28%
Holding current value
$791,040
Previous $633,000 10.27%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Nov 07, 2024

BUY
$74.97 - $84.04 $1,724 - $1,932
23 Added 0.28%
8,354 $698,000
Q2 2024

Aug 13, 2024

SELL
$66.41 - $78.4 $6,441 - $7,604
-97 Reduced 1.15%
8,331 $633,000
Q1 2024

May 01, 2024

BUY
$69.24 - $76.96 $61,208 - $68,032
884 Added 11.72%
8,428 $605,000
Q4 2023

Feb 14, 2024

BUY
$65.27 - $76.49 $492,396 - $577,040
7,544 New
7,544 $563,000
Q3 2023

Nov 13, 2023

BUY
$67.77 - $151.95 $299,407 - $671,315
4,418 Added 155.02%
7,268 $494,000
Q2 2023

Aug 14, 2023

BUY
$143.53 - $157.99 $14,640 - $16,114
102 Added 3.71%
2,850 $414,000
Q1 2023

May 10, 2023

BUY
$139.69 - $162.03 $36,319 - $42,127
260 Added 10.45%
2,748 $415,000
Q3 2022

Nov 14, 2022

BUY
$24.47 - $175.65 $25,375 - $182,149
1,037 Added 71.47%
2,488 $373,000
Q2 2022

Aug 15, 2022

SELL
$139.49 - $172.67 $134,607 - $166,626
-965 Reduced 39.94%
1,451 $218,000
Q1 2022

May 16, 2022

BUY
$131.65 - $168.12 $318,066 - $406,177
2,416 New
2,416 $406,000

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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