A detailed history of Kovitz Investment Group Partners, LLC transactions in Sempra Energy stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 11,277 shares of SRE stock, worth $1.04 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,277
Previous 9,036 24.8%
Holding current value
$1.04 Million
Previous $684,000 48.25%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$74.14 - $89.98 $166,147 - $201,645
2,241 Added 24.8%
11,277 $1.01 Million
Q2 2025

Aug 14, 2025

SELL
$63.78 - $78.91 $126,922 - $157,030
-1,990 Reduced 18.05%
9,036 $684,000
Q1 2025

May 13, 2025

BUY
$67.85 - $87.67 $192,151 - $248,281
2,832 Added 34.56%
11,026 $786,000
Q4 2024

Aug 25, 2025

SELL
$80.81 - $94.77 $31,435 - $36,865
-389 Reduced 4.31%
8,647 $758,000
Q4 2024

Feb 14, 2025

BUY
$80.81 - $94.77 $10,020 - $11,751
124 Added 1.54%
8,194 $718,000
Q3 2024

Nov 14, 2024

BUY
$74.97 - $84.04 $605,007 - $678,202
8,070 New
8,070 $674,000

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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