A detailed history of Moneta Group Investment Advisors LLC transactions in Sempra Energy stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,483 shares of SRE stock, worth $645,810. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,483
Previous 7,734 9.68%
Holding current value
$645,810
Previous $526,000 20.34%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

BUY
$65.27 - $76.49 $48,887 - $57,291
749 Added 9.68%
8,483 $633,000
Q3 2023

Nov 15, 2023

BUY
$67.77 - $151.95 $260,914 - $585,007
3,850 Added 99.12%
7,734 $526,000
Q2 2023

Aug 15, 2023

SELL
$143.53 - $157.99 $19,807 - $21,802
-138 Reduced 3.43%
3,884 $565,000
Q1 2023

May 15, 2023

BUY
$139.69 - $162.03 $561,833 - $651,684
4,022 New
4,022 $607,000
Q2 2018

Aug 14, 2018

BUY
$100.71 - $117.19 $1,409 - $1,640
14 Added 1.67%
850 $98,000
Q4 2017

Feb 13, 2018

BUY
$106.91 - $122.23 $89,376 - $102,184
836
836 $89,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $23.9B
  • 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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