A detailed history of My Legacy Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, My Legacy Advisors, LLC holds 10,272 shares of SRE stock, worth $781,699. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,272
Previous 10,212 0.59%
Holding current value
$781,699
Previous $694,000 10.52%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Jan 12, 2024

BUY
$65.27 - $76.49 $3,916 - $4,589
60 Added 0.59%
10,272 $767,000
Q3 2023

Oct 20, 2023

BUY
$67.77 - $151.95 $377,885 - $847,273
5,576 Added 120.28%
10,212 $694,000
Q2 2023

Jul 14, 2023

BUY
$143.53 - $157.99 $12,200 - $13,429
85 Added 1.87%
4,636 $674,000
Q1 2023

Apr 11, 2023

BUY
$139.69 - $162.03 $33,665 - $39,049
241 Added 5.59%
4,551 $687,000
Q4 2022

Feb 07, 2023

BUY
$139.74 - $167.28 $126,045 - $150,886
902 Added 26.47%
4,310 $666,000
Q3 2022

Oct 17, 2022

BUY
$24.47 - $175.65 $9,029 - $64,814
369 Added 12.14%
3,408 $482,000
Q2 2022

Jul 12, 2022

BUY
$139.49 - $172.67 $58,585 - $72,521
420 Added 16.04%
3,039 $451,000
Q1 2022

Apr 07, 2022

BUY
$131.65 - $168.12 $344,791 - $440,306
2,619 New
2,619 $440,000

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
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy 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 My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.