A detailed history of Mutual Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Mutual Advisors, LLC holds 21,776 shares of SRE stock, worth $1.79 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,776
Previous 21,412 1.7%
Holding current value
$1.79 Million
Previous $1.79 Million 6.7%
% of portfolio
0.06%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$80.81 - $94.77 $29,414 - $34,496
364 Added 1.7%
21,776 $1.91 Million
Q3 2024

Oct 25, 2024

SELL
$74.97 - $84.04 $33,961 - $38,070
-453 Reduced 2.07%
21,412 $1.79 Million
Q2 2024

Jul 30, 2024

BUY
$66.41 - $78.4 $30,681 - $36,220
462 Added 2.16%
21,865 $1.66 Million
Q1 2024

May 02, 2024

BUY
$69.24 - $76.96 $41,890 - $46,560
605 Added 2.91%
21,403 $1.54 Million
Q4 2023

Jan 12, 2024

SELL
$65.27 - $76.49 $3,850 - $4,512
-59 Reduced 0.28%
20,798 $1.55 Million
Q3 2023

Nov 13, 2023

BUY
$67.77 - $151.95 $708,603 - $1.59 Million
10,456 Added 100.53%
20,857 $1.42 Million
Q2 2023

Jul 31, 2023

BUY
$143.53 - $157.99 $113,245 - $124,654
789 Added 8.21%
10,401 $1.51 Million
Q1 2023

Apr 11, 2023

BUY
$139.69 - $162.03 $126,140 - $146,313
903 Added 10.37%
9,612 $1.45 Million
Q4 2022

Jan 12, 2023

SELL
$139.74 - $167.28 $18,166 - $21,746
-130 Reduced 1.47%
8,709 $0
Q3 2022

Nov 03, 2022

BUY
$24.47 - $175.65 $9,445 - $67,800
386 Added 4.57%
8,839 $1.33 Million
Q2 2022

Aug 15, 2022

SELL
$139.49 - $172.67 $105,035 - $130,020
-753 Reduced 8.18%
8,453 $1.27 Million
Q1 2022

May 09, 2022

BUY
$131.65 - $168.12 $36,467 - $46,569
277 Added 3.1%
9,206 $1.55 Million
Q4 2021

Feb 14, 2022

BUY
$119.66 - $132.28 $145,985 - $161,381
1,220 Added 15.83%
8,929 $1.18 Million
Q3 2021

Nov 15, 2021

BUY
$123.62 - $136.76 $61,068 - $67,559
494 Added 6.85%
7,709 $975,000
Q2 2021

Aug 12, 2021

BUY
$131.8 - $144.06 $76,048 - $83,122
577 Added 8.69%
7,215 $956,000
Q1 2021

May 13, 2021

BUY
$115.98 - $132.58 $144,627 - $165,327
1,247 Added 23.13%
6,638 $880,000
Q4 2020

Feb 11, 2021

BUY
$119.13 - $135.96 $17,512 - $19,986
147 Added 2.8%
5,391 $687,000
Q3 2020

Nov 13, 2020

BUY
$114.5 - $134.66 $196,711 - $231,345
1,718 Added 48.72%
5,244 $621,000
Q2 2020

Aug 05, 2020

BUY
$103.71 - $134.79 $100,702 - $130,881
971 Added 38.0%
3,526 $413,000
Q4 2019

Feb 11, 2020

SELL
$141.17 - $152.03 $8,470 - $9,121
-60 Reduced 2.29%
2,555 $387,000
Q3 2019

Nov 01, 2019

BUY
$132.12 - $147.61 $14,136 - $15,794
107 Added 4.27%
2,615 $386,000
Q2 2019

Aug 15, 2019

SELL
$125.38 - $141.04 $1,880 - $2,115
-15 Reduced 0.59%
2,508 $345,000
Q1 2019

May 15, 2019

BUY
$106.76 - $126.07 $854 - $1,008
8 Added 0.32%
2,523 $318,000
Q3 2018

Nov 15, 2018

BUY
$111.06 - $118.87 $279,315 - $298,958
2,515 New
2,515 $286,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.8B
  • 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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.