A detailed history of Steel Peak Wealth Management LLC transactions in Sempra Energy stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 47,927 shares of SRE stock, worth $4.47 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
47,927
Holding current value
$4.47 Million
% of portfolio
0.18%

Shares

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

Oct 25, 2024

BUY
$74.97 - $84.04 $3.59 Million - $4.03 Million
47,927 New
47,927 $4.01 Million
Q2 2023

Aug 02, 2023

BUY
$143.53 - $157.99 $17,941 - $19,748
125 Added 5.44%
2,422 $352,000
Q1 2023

May 05, 2023

SELL
$139.69 - $162.03 $10,057 - $11,666
-72 Reduced 3.04%
2,297 $347,000
Q4 2022

Jan 25, 2023

BUY
$139.74 - $167.28 $331,044 - $396,286
2,369 New
2,369 $0
Q1 2022

May 10, 2022

SELL
$131.65 - $168.12 $246,053 - $314,216
-1,869 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$131.8 - $144.06 $237,240 - $259,308
-1,800 Reduced 49.06%
1,869 $248,000
Q1 2021

May 18, 2021

BUY
$115.98 - $132.58 $171,534 - $196,085
1,479 Added 67.53%
3,669 $486,000
Q4 2020

Feb 04, 2021

SELL
$119.13 - $135.96 $30,854 - $35,213
-259 Reduced 10.58%
2,190 $279,000
Q3 2020

Oct 26, 2020

SELL
$114.5 - $134.66 $45,800 - $53,864
-400 Reduced 14.04%
2,449 $290,000
Q2 2020

Jul 21, 2020

BUY
$103.71 - $134.79 $10,785 - $14,018
104 Added 3.79%
2,849 $334,000
Q4 2019

Feb 06, 2020

BUY
$141.17 - $152.03 $387,511 - $417,322
2,745 New
2,745 $416,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.3B
  • 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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