A detailed history of United Capital Financial Advisers, LLC transactions in Sempra Energy stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,119 shares of SRE stock, worth $1.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,119
Previous 13,661 3.35%
Holding current value
$1.23 Million
Previous $1.04 Million 13.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$74.97 - $84.04 $34,336 - $38,490
458 Added 3.35%
14,119 $1.18 Million
Q2 2024

Aug 14, 2024

SELL
$66.41 - $78.4 $51,135 - $60,368
-770 Reduced 5.34%
13,661 $1.04 Million
Q1 2024

May 15, 2024

SELL
$69.24 - $76.96 $127,332 - $141,529
-1,839 Reduced 11.3%
14,431 $1.04 Million
Q4 2023

Feb 14, 2024

BUY
$65.27 - $76.49 $359,572 - $421,383
5,509 Added 51.19%
16,270 $1.22 Million
Q3 2023

Nov 14, 2023

BUY
$67.77 - $151.95 $273,519 - $613,270
4,036 Added 60.01%
10,761 $732,000
Q2 2023

Aug 14, 2023

SELL
$143.53 - $157.99 $327,248 - $360,217
-2,280 Reduced 25.32%
6,725 $979,000
Q1 2023

Aug 14, 2023

BUY
$139.69 - $162.03 $318,493 - $369,428
2,280 Added 33.9%
9,005 $1.36 Million
Q1 2023

May 15, 2023

SELL
$139.69 - $162.03 $735,607 - $853,249
-5,266 Reduced 36.9%
9,005 $1.36 Million
Q4 2022

Feb 14, 2023

BUY
$139.74 - $167.28 $143,093 - $171,294
1,024 Added 7.73%
14,271 $2.21 Million
Q3 2022

Nov 14, 2022

SELL
$24.47 - $175.65 $86,085 - $617,936
-3,518 Reduced 20.98%
13,247 $1.99 Million
Q2 2022

Aug 11, 2022

SELL
$139.49 - $172.67 $162,087 - $200,642
-1,162 Reduced 6.48%
16,765 $2.52 Million
Q1 2022

May 16, 2022

BUY
$131.65 - $168.12 $190,629 - $243,437
1,448 Added 8.79%
17,927 $3.01 Million
Q4 2021

Feb 14, 2022

SELL
$119.66 - $132.28 $15,555 - $17,196
-130 Reduced 0.78%
16,479 $2.18 Million
Q3 2021

Nov 15, 2021

SELL
$123.62 - $136.76 $134,498 - $148,794
-1,088 Reduced 6.15%
16,609 $2.1 Million
Q2 2021

Aug 13, 2021

SELL
$131.8 - $144.06 $150,911 - $164,948
-1,145 Reduced 6.08%
17,697 $2.34 Million
Q1 2021

May 14, 2021

BUY
$115.98 - $132.58 $589,758 - $674,169
5,085 Added 36.96%
18,842 $2.5 Million
Q4 2020

Feb 17, 2021

SELL
$119.13 - $135.96 $59,565 - $67,980
-500 Reduced 3.51%
13,757 $1.75 Million
Q3 2020

Nov 13, 2020

BUY
$114.5 - $134.66 $130,186 - $153,108
1,137 Added 8.67%
14,257 $1.69 Million
Q2 2020

Aug 13, 2020

SELL
$103.71 - $134.79 $206,382 - $268,232
-1,990 Reduced 13.17%
13,120 $1.54 Million
Q1 2020

May 15, 2020

SELL
$88.62 - $161.13 $96,861 - $176,115
-1,093 Reduced 6.75%
15,110 $1.71 Million
Q4 2019

Feb 14, 2020

BUY
$141.17 - $152.03 $250,294 - $269,549
1,773 Added 12.29%
16,203 $2.45 Million
Q3 2019

Nov 14, 2019

SELL
$132.12 - $147.61 $37,786 - $42,216
-286 Reduced 1.94%
14,430 $2.13 Million
Q2 2019

Aug 13, 2019

SELL
$125.38 - $141.04 $55,794 - $62,762
-445 Reduced 2.94%
14,716 $2.02 Million
Q1 2019

May 14, 2019

BUY
$106.76 - $126.07 $62,027 - $73,246
581 Added 3.98%
15,161 $1.91 Million
Q4 2018

Feb 14, 2019

BUY
$107.27 - $118.49 $66,400 - $73,345
619 Added 4.43%
14,580 $1.56 Million
Q3 2018

Nov 14, 2018

BUY
$111.06 - $118.87 $110,393 - $118,156
994 Added 7.67%
13,961 $1.59 Million
Q2 2018

Aug 14, 2018

SELL
$100.71 - $117.19 $40,888 - $47,579
-406 Reduced 3.04%
12,967 $1.51 Million
Q1 2018

May 15, 2018

BUY
$103.36 - $113.02 $571,684 - $625,113
5,531 Added 70.53%
13,373 $1.49 Million
Q4 2017

Feb 13, 2018

BUY
$106.91 - $122.23 $641 - $733
6 Added 0.08%
7,842 $838,000
Q3 2017

Nov 14, 2017

BUY
$113.01 - $120.06 $191,325 - $203,261
1,693 Added 27.56%
7,836 $894,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,143
6,143 $693,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.5B
  • 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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