A detailed history of Pds Planning, Inc transactions in Sempra Energy stock. As of the latest transaction made, Pds Planning, Inc holds 3,519 shares of SRE stock, worth $328,604. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,519
Previous 2,634 33.6%
Holding current value
$328,604
Previous $200,000 47.0%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 29, 2024

BUY
$74.97 - $84.04 $66,348 - $74,375
885 Added 33.6%
3,519 $294,000
Q2 2024

Aug 07, 2024

SELL
$66.41 - $78.4 $36,591 - $43,198
-551 Reduced 17.3%
2,634 $200,000
Q1 2024

May 01, 2024

BUY
$69.24 - $76.96 $220,529 - $245,117
3,185 New
3,185 $228,000
Q3 2023

Oct 20, 2023

BUY
$67.77 - $151.95 $110,261 - $247,222
1,627 Added 110.08%
3,105 $211,000
Q2 2023

Jul 20, 2023

BUY
$143.53 - $157.99 $212,137 - $233,509
1,478 New
1,478 $215,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.4B
  • 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 Pds Planning, Inc Portfolio

Follow Pds Planning, 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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.