A detailed history of Schechter Investment Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,942 shares of SRE stock, worth $258,778. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,942
Previous 2,689 9.41%
Holding current value
$258,778
Previous $204,000 20.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$74.97 - $84.04 $18,967 - $21,262
253 Added 9.41%
2,942 $246,000
Q2 2024

Aug 12, 2024

BUY
$66.41 - $78.4 $178,576 - $210,817
2,689 New
2,689 $204,000
Q4 2023

Jan 17, 2024

SELL
$65.27 - $76.49 $28,392 - $33,273
-435 Reduced 12.17%
3,140 $234,000
Q3 2023

Nov 06, 2023

BUY
$67.77 - $151.95 $132,151 - $296,302
1,950 Added 120.0%
3,575 $243,000
Q2 2023

Jul 26, 2023

SELL
$143.53 - $157.99 $2,009 - $2,211
-14 Reduced 0.85%
1,625 $236,000
Q1 2023

Apr 28, 2023

BUY
$139.69 - $162.03 $26,960 - $31,271
193 Added 13.35%
1,639 $247,000
Q4 2022

Feb 13, 2023

BUY
$139.74 - $167.28 $202,064 - $241,886
1,446 New
1,446 $223,000

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
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