A detailed history of Wealthspire Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,049 shares of SRE stock, worth $444,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,049
Previous 4,491 12.42%
Holding current value
$444,110
Previous $341,000 23.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$74.97 - $84.04 $41,833 - $46,894
558 Added 12.42%
5,049 $422,000
Q2 2024

Aug 08, 2024

SELL
$66.41 - $78.4 $16,004 - $18,894
-241 Reduced 5.09%
4,491 $341,000
Q1 2024

May 06, 2024

SELL
$69.24 - $76.96 $22,018 - $24,473
-318 Reduced 6.3%
4,732 $339,000
Q4 2023

Feb 06, 2024

BUY
$65.27 - $76.49 $33,157 - $38,856
508 Added 11.18%
5,050 $377,000
Q3 2023

Nov 06, 2023

BUY
$67.77 - $151.95 $123,205 - $276,245
1,818 Added 66.74%
4,542 $308,000
Q2 2023

Jul 31, 2023

SELL
$143.53 - $157.99 $1,291 - $1,421
-9 Reduced 0.33%
2,724 $396,000
Q1 2023

May 09, 2023

SELL
$139.69 - $162.03 $169,443 - $196,542
-1,213 Reduced 30.74%
2,733 $413,000
Q4 2022

Feb 13, 2023

SELL
$139.74 - $167.28 $156,369 - $187,186
-1,119 Reduced 22.09%
3,946 $609,000
Q3 2022

Nov 14, 2022

BUY
$24.47 - $175.65 $123,940 - $889,667
5,065 New
5,065 $760,000
Q2 2021

Aug 13, 2021

SELL
$131.8 - $144.06 $391,446 - $427,858
-2,970 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$115.98 - $132.58 $31,546 - $36,061
272 Added 10.08%
2,970 $394,000
Q4 2020

Feb 16, 2021

BUY
$119.13 - $135.96 $321,412 - $366,820
2,698 New
2,698 $344,000
Q2 2020

Aug 14, 2020

SELL
$103.71 - $134.79 $276,594 - $359,484
-2,667 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$88.62 - $161.13 $236,349 - $429,733
2,667 New
2,667 $301,000
Q1 2019

May 08, 2019

SELL
$106.76 - $126.07 $19,323 - $22,818
-181 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$107.27 - $118.49 $19,415 - $21,446
181 New
181 $20,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.6B
  • 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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