A detailed history of Sage View Advisory Group, LLC transactions in Sempra Energy stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 61,867 shares of SRE stock, worth $5.44 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
61,867
Previous 66,053 6.34%
Holding current value
$5.44 Million
Previous $5.02 Billion 2.98%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Nov 14, 2024

SELL
$74.97 - $84.04 $313,824 - $351,791
-4,186 Reduced 6.34%
61,867 $5.17 Billion
Q2 2024

Aug 14, 2024

BUY
$66.41 - $78.4 $4.39 Million - $5.18 Million
66,053 New
66,053 $5.02 Billion
Q4 2023

Feb 09, 2024

BUY
$65.27 - $76.49 $275,569 - $322,940
4,222 Added 6.38%
70,431 $5.07 Billion
Q3 2023

Nov 02, 2023

BUY
$67.77 - $151.95 $2.2 Million - $4.92 Million
32,408 Added 95.88%
66,209 $4.5 Billion
Q2 2023

Aug 11, 2023

SELL
$143.53 - $157.99 $228,499 - $251,520
-1,592 Reduced 4.5%
33,801 $4.92 Billion
Q1 2023

May 01, 2023

BUY
$139.69 - $162.03 $633,214 - $734,481
4,533 Added 14.69%
35,393 $5.35 Billion
Q4 2022

Feb 14, 2023

BUY
$139.74 - $167.28 $4.31 Million - $5.16 Million
30,860 New
30,860 $4.77 Billion

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.6B
  • 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 Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.