A detailed history of Polaris Wealth Advisory Group, LLC transactions in Sempra Energy stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 5,158 shares of SRE stock, worth $392,678. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,158
Holding current value
$392,678
% of portfolio
0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$67.77 - $151.95 $349,557 - $783,758
5,158 New
5,158 $350,000
Q1 2022

Apr 19, 2022

SELL
$131.65 - $168.12 $12,638 - $16,139
-96 Reduced 3.59%
2,579 $433,000
Q4 2021

Jan 26, 2022

SELL
$119.66 - $132.28 $2,632 - $2,910
-22 Reduced 0.82%
2,675 $354,000
Q3 2021

Oct 18, 2021

SELL
$123.62 - $136.76 $3,708 - $4,102
-30 Reduced 1.1%
2,697 $339,000
Q2 2021

Jul 23, 2021

SELL
$131.8 - $144.06 $15,684 - $17,143
-119 Reduced 4.18%
2,727 $366,000
Q1 2021

Apr 19, 2021

BUY
$115.98 - $132.58 $330,079 - $377,322
2,846 New
2,846 $382,000
Q4 2018

Jan 17, 2019

SELL
$107.27 - $118.49 $131,513 - $145,268
-1,226 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
$111.06 - $118.87 $136,159 - $145,734
1,226 New
1,226 $139,000
Q2 2018

Jul 09, 2018

SELL
$100.71 - $117.19 $52,973 - $61,641
-526 Closed
0 $0
Q1 2018

Apr 09, 2018

BUY
$103.36 - $113.02 $54,367 - $59,448
526 New
526 $59,000

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
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