Plante Moran Financial Advisors, LLC Sempra Energy Transaction History

Plante Moran Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$66.41 - $78.4 $0 - $0	0 New	0 $0
Q4 2023 Feb 05, 2024	BUY	$65.27 - $76.49 $0 - $0	0 New	0 $0
Q1 2022 May 06, 2022	SELL	$131.65 - $168.12 $8,557 - $10,927	-65 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$119.66 - $132.28 $7,777 - $8,598	65 New	65 $9,000
Q2 2021 Aug 10, 2021	SELL	$131.8 - $144.06 $5,403 - $5,906	-41 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$115.98 - $132.58 $32,474 - $37,122	-280 Reduced 87.23%	41 $5,000
Q2 2020 Aug 10, 2020	BUY	$103.71 - $134.79 $2,385 - $3,100	23 Added 7.72%	321 $38,000
Q1 2020 May 07, 2020	SELL	$88.62 - $161.13 $49,804 - $90,555	-562 Reduced 65.35%	298 $34,000
Q4 2018 Jan 29, 2019	BUY	$107.27 - $118.49 $92,252 - $101,901	860 New	860 $93,000
Q2 2018 Jul 26, 2018	SELL	$100.71 - $117.19 $9,970 - $11,601	-99 Closed	0 $0
Q1 2018 May 01, 2018	BUY	$103.36 - $113.02 $1,653 - $1,808	16 Added 19.28%	99 $11,000
Q3 2017 Nov 08, 2017	BUY	$113.01 - $120.06 $9,379 - $9,964	83	83 $9,000

1,211

542M

652K

416K

Ticker SRE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 314,310,016
Market Cap $26B
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 ...

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

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.