A detailed history of Goal Vest Advisory LLC transactions in Sempra Energy stock. As of the latest transaction made, Goal Vest Advisory LLC holds 220 shares of SRE stock, worth $20,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares
220
Previous 220 -0.0%
Holding current value
$20,240
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025

BUY
$63.78 - $78.91 $13,648 - $16,886
214 Added 3566.67%
220 $16,000
Q1 2025

Apr 07, 2025

BUY
$67.85 - $87.67 $407 - $526
6 New
6 $0
Q1 2024

Apr 15, 2024

BUY
$69.24 - $76.96 $5,539 - $6,156
80 Added 66.67%
200 $14,000
Q4 2023

Jan 02, 2024

BUY
$65.27 - $76.49 $5,221 - $6,119
80 Added 200.0%
120 $8,000
Q3 2023

Oct 10, 2023

BUY
$67.77 - $151.95 $2,710 - $6,078
40 New
40 $2,000
Q2 2022

Jul 06, 2022

SELL
$139.49 - $172.67 $1,115 - $1,381
-8 Reduced 11.76%
60 $9,000
Q1 2022

May 03, 2022

BUY
$131.65 - $168.12 $8,952 - $11,432
68 New
68 $11,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $28.9B
  • 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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