A detailed history of Wealthcare Advisory Partners LLC transactions in Sempra Energy stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 3,065 shares of SRE stock, worth $266,072. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,065
Previous 3,742 18.09%
Holding current value
$266,072
Previous $284,000 9.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

SELL
$74.97 - $84.04 $50,754 - $56,895
-677 Reduced 18.09%
3,065 $256,000
Q2 2024

Aug 09, 2024

BUY
$66.41 - $78.4 $35,529 - $41,944
535 Added 16.68%
3,742 $284,000
Q1 2024

Apr 15, 2024

BUY
$69.24 - $76.96 $5,123 - $5,695
74 Added 2.36%
3,207 $230,000
Q4 2023

Feb 06, 2024

SELL
$65.27 - $76.49 $8,289 - $9,714
-127 Reduced 3.9%
3,133 $234,000
Q3 2023

Oct 12, 2023

BUY
$67.77 - $151.95 $97,792 - $219,263
1,443 Added 79.42%
3,260 $221,000
Q2 2023

Jul 17, 2023

BUY
$143.53 - $157.99 $15,788 - $17,378
110 Added 6.44%
1,817 $264,000
Q1 2023

May 04, 2023

BUY
$139.69 - $162.03 $48,472 - $56,224
347 Added 25.51%
1,707 $258,000
Q4 2022

Feb 13, 2023

BUY
$139.74 - $167.28 $190,046 - $227,500
1,360 New
1,360 $210,000
Q2 2021

Aug 16, 2021

SELL
$131.8 - $144.06 $31,104 - $33,998
-236 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$115.98 - $132.58 $27,371 - $31,288
236 New
236 $31,000
Q2 2020

Jul 29, 2020

SELL
$103.71 - $134.79 $10,889 - $14,152
-105 Closed
0 $0
Q3 2019

Oct 17, 2019

SELL
$132.12 - $147.61 $1,453 - $1,623
-11 Reduced 9.48%
105 $15,000
Q3 2018

Nov 14, 2018

SELL
$111.06 - $118.87 $2,776 - $2,971
-25 Reduced 17.73%
116 $13,000
Q2 2018

Aug 14, 2018

BUY
$100.71 - $117.19 $1,107 - $1,289
11 Added 8.46%
141 $16,000
Q3 2017

Nov 15, 2017

BUY
$113.01 - $120.06 $14,691 - $15,607
130
130 $15,000

Others Institutions Holding SRE

About SEMPRA ENERGY


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