A detailed history of True Wealth Design, LLC transactions in Sempra Energy stock. As of the latest transaction made, True Wealth Design, LLC holds 19 shares of SRE stock, worth $1,616. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19
Previous 19 -0.0%
Holding current value
$1,616
Previous $1.45 Million 9.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024

BUY
$66.41 - $78.4 $332 - $392
5 Added 35.71%
19 $1.45 Million
Q1 2024

May 14, 2024

BUY
$69.24 - $76.96 $415 - $461
6 Added 75.0%
14 $1.01 Million
Q3 2023

Nov 13, 2023

BUY
$67.77 - $151.95 $271 - $607
4 Added 100.0%
8 $545,000
Q4 2022

Feb 15, 2023

BUY
$139.74 - $167.28 $558 - $669
4 New
4 $618,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.7B
  • 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 True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.