A detailed history of Aevitas Wealth Management, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 1,500 shares of SRE stock, worth $125,055. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,496 0.27%
Holding current value
$125,055
Previous $224,000 3.13%
% of portfolio
0.14%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$139.74 - $167.28 $558 - $669
4 Added 0.27%
1,500 $0
Q3 2022

Oct 24, 2022

BUY
$24.47 - $175.65 $122 - $878
5 Added 0.34%
1,496 $224,000
Q2 2022

Jul 22, 2022

BUY
$139.49 - $172.67 $418 - $518
3 Added 0.2%
1,491 $224,000
Q1 2022

Apr 25, 2022

BUY
$131.65 - $168.12 $195,895 - $250,162
1,488 New
1,488 $250,000
Q2 2019

Jul 26, 2019

SELL
$125.38 - $141.04 $29,088 - $32,721
-232 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$106.76 - $126.07 $213 - $252
2 Added 0.87%
232 $29,000
Q4 2018

Feb 14, 2019

BUY
$107.27 - $118.49 $107 - $118
1 Added 0.44%
230 $25,000
Q3 2018

Nov 14, 2018

BUY
$111.06 - $118.87 $222 - $237
2 Added 0.88%
229 $26,000
Q2 2018

Aug 10, 2018

BUY
$100.71 - $117.19 $201 - $234
2 Added 0.89%
227 $26,000
Q1 2018

May 15, 2018

BUY
$103.36 - $113.02 $206 - $226
2 Added 0.9%
225 $25,000
Q4 2017

Feb 13, 2018

BUY
$106.91 - $122.23 $23,840 - $27,257
223
223 $24,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.2B
  • 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 Aevitas Wealth Management, Inc. Portfolio

Follow Aevitas Wealth Management, Inc. 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 Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.