A detailed history of Principia Wealth Advisory, LLC transactions in Sempra Energy stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 7 shares of SRE stock, worth $499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7
Previous 19 63.16%
Holding current value
$499
Previous $1.67 Million 71.45%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

SELL
$67.85 - $87.67 $814 - $1,052
-12 Reduced 63.16%
7 $476,000
Q4 2024

Apr 11, 2025

BUY
$80.81 - $94.77 $1,535 - $1,800
19 New
19 $1.67 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $22.4B
  • 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 Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.