A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Sempra Energy stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 142,001 shares of SRE stock, worth $12.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
142,001
Previous 135,621 4.7%
Holding current value
$12.3 Million
Previous $10.3 Million 15.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024

BUY
$74.97 - $84.04 $478,308 - $536,175
6,380 Added 4.7%
142,001 $11.9 Million
Q2 2024

Jul 16, 2024

BUY
$66.41 - $78.4 $819,897 - $967,926
12,346 Added 10.02%
135,621 $10.3 Million
Q1 2024

Apr 15, 2024

BUY
$69.24 - $76.96 $968,390 - $1.08 Million
13,986 Added 12.8%
123,275 $8.85 Million
Q4 2023

Jan 30, 2024

BUY
$65.27 - $76.49 $2.44 Million - $2.86 Million
37,338 Added 51.89%
109,289 $8.17 Million
Q3 2023

Nov 13, 2023

BUY
$67.77 - $151.95 $4.88 Million - $10.9 Million
71,951 New
71,951 $4.89 Million
Q1 2023

Apr 25, 2023

BUY
$139.69 - $162.03 $6.95 Million - $8.06 Million
49,757 New
49,757 $7.52 Million
Q1 2019

Apr 30, 2019

SELL
$106.76 - $126.07 $1.56 Million - $1.84 Million
-14,585 Closed
0 $0
Q4 2018

Feb 04, 2019

BUY
$107.27 - $118.49 $1.56 Million - $1.73 Million
14,585 New
14,585 $1.64 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • 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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