A detailed history of Schechter Investment Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,689 shares of SRE stock, worth $223,106. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,689
Holding current value
$223,106
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$66.41 - $78.4 $178,576 - $210,817
2,689 New
2,689 $204,000
Q4 2023

Jan 17, 2024

SELL
$65.27 - $76.49 $28,392 - $33,273
-435 Reduced 12.17%
3,140 $234,000
Q3 2023

Nov 06, 2023

BUY
$67.77 - $151.95 $132,151 - $296,302
1,950 Added 120.0%
3,575 $243,000
Q2 2023

Jul 26, 2023

SELL
$143.53 - $157.99 $2,009 - $2,211
-14 Reduced 0.85%
1,625 $236,000
Q1 2023

Apr 28, 2023

BUY
$139.69 - $162.03 $26,960 - $31,271
193 Added 13.35%
1,639 $247,000
Q4 2022

Feb 13, 2023

BUY
$139.74 - $167.28 $202,064 - $241,886
1,446 New
1,446 $223,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.1B
  • 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 Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.