A detailed history of Evermay Wealth Management LLC transactions in Sempra Energy stock. As of the latest transaction made, Evermay Wealth Management LLC holds 229 shares of SRE stock, worth $18,940. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 458 50.0%
Holding current value
$18,940
Previous $38,000 47.37%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$80.81 - $94.77 $18,505 - $21,702
-229 Reduced 50.0%
229 $20,000
Q1 2024

May 13, 2024

SELL
$69.24 - $76.96 $415 - $461
-6 Reduced 1.29%
458 $32,000
Q4 2023

Feb 09, 2024

BUY
$65.27 - $76.49 $391 - $458
6 Added 1.31%
464 $34,000
Q3 2023

Nov 13, 2023

BUY
$67.77 - $151.95 $15,519 - $34,796
229 Added 100.0%
458 $31,000
Q2 2023

Aug 10, 2023

SELL
$143.53 - $157.99 $1,004 - $1,105
-7 Reduced 2.97%
229 $33,000
Q2 2021

Aug 13, 2021

BUY
$131.8 - $144.06 $31,104 - $33,998
236 New
236 $31,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26B
  • 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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