A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Sempra Energy stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 180 shares of SRE stock, worth $15,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
180
Previous 36 400.0%
Holding current value
$15,008
Previous $2,000 550.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2024

BUY
$66.41 - $78.4 $9,563 - $11,289
144 Added 400.0%
180 $13,000
Q1 2024

May 15, 2024

BUY
$69.24 - $76.96 $692 - $769
10 Added 38.46%
36 $2,000
Q4 2023

Feb 06, 2024

BUY
$65.27 - $76.49 $1,697 - $1,988
26 New
26 $1,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.2B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.