A detailed history of Evoke Wealth, LLC transactions in Sempra Energy stock. As of the latest transaction made, Evoke Wealth, LLC holds 23,800 shares of SRE stock, worth $1.96 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,800
Previous 18,610 27.89%
Holding current value
$1.96 Million
Previous $1.43 Billion 40.51%
% of portfolio
0.05%
Previous 1.68%

Shares

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

Nov 13, 2024

BUY
$74.97 - $84.04 $389,094 - $436,167
5,190 Added 27.89%
23,800 $2.01 Billion
Q2 2024

Aug 13, 2024

SELL
$66.41 - $78.4 $340,152 - $401,564
-5,122 Reduced 21.58%
18,610 $1.43 Billion
Q1 2024

May 15, 2024

BUY
$69.24 - $76.96 $2,284 - $2,539
33 Added 0.14%
23,732 $1.7 Million
Q4 2023

Feb 12, 2024

BUY
$65.27 - $76.49 $1.55 Million - $1.81 Million
23,699 New
23,699 $1.77 Million
Q2 2022

Aug 04, 2022

SELL
$139.49 - $172.67 $976 - $1,208
-7 Reduced 4.43%
151 $23,000
Q1 2022

May 10, 2022

BUY
$131.65 - $168.12 $3,949 - $5,043
30 Added 23.44%
158 $27,000
Q4 2021

Feb 09, 2022

BUY
$119.66 - $132.28 $358 - $396
3 Added 2.4%
128 $17,000
Q3 2021

Nov 12, 2021

SELL
$123.62 - $136.76 $1,607 - $1,777
-13 Reduced 9.42%
125 $15,000
Q2 2021

Aug 05, 2021

BUY
$131.8 - $144.06 $1,318 - $1,440
10 Added 7.81%
138 $18,000
Q3 2020

Nov 13, 2020

BUY
$114.5 - $134.66 $458 - $538
4 Added 3.23%
128 $15,000
Q2 2020

Aug 10, 2020

SELL
$103.71 - $134.79 $38,994 - $50,681
-376 Reduced 75.2%
124 $15,000
Q1 2020

May 07, 2020

SELL
$88.62 - $161.13 $531 - $966
-6 Reduced 1.19%
500 $57 Million
Q4 2019

Feb 07, 2020

BUY
$141.17 - $152.03 $53,362 - $57,467
378 Added 295.31%
506 $77.2 Million
Q3 2019

Nov 12, 2019

BUY
$132.12 - $147.61 $16,911 - $18,894
128 New
128 $19 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.8B
  • 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 Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC 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 Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.