A detailed history of Phillips Financial Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,395 shares of SRE stock, worth $208,676. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,395
Holding current value
$208,676
% of portfolio
0.02%

Shares

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

Nov 07, 2024

BUY
$74.97 - $84.04 $179,553 - $201,275
2,395 New
2,395 $200,000
Q4 2023

Jan 25, 2024

BUY
$65.27 - $76.49 $181,189 - $212,336
2,776 New
2,776 $207,000
Q1 2023

May 08, 2023

SELL
$139.69 - $162.03 $1,815 - $2,106
-13 Reduced 0.95%
1,361 $205,000
Q4 2022

Jan 24, 2023

BUY
$139.74 - $167.28 $1,397 - $1,672
10 Added 0.73%
1,374 $0
Q3 2022

Nov 08, 2022

BUY
$24.47 - $175.65 $33,377 - $239,586
1,364 New
1,364 $205,000
Q2 2022

Jul 22, 2022

SELL
$139.49 - $172.67 $185,800 - $229,996
-1,332 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$131.65 - $168.12 $175,357 - $223,935
1,332 New
1,332 $224,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.4B
  • 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
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