A detailed history of Vance Wealth, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Vance Wealth, Inc. holds 5,430 shares of SRE stock, worth $450,309. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,430
Previous 5,419 0.2%
Holding current value
$450,309
Previous $412,000 10.19%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 08, 2024

BUY
$74.97 - $84.04 $824 - $924
11 Added 0.2%
5,430 $454,000
Q2 2024

Aug 02, 2024

BUY
$66.41 - $78.4 $863 - $1,019
13 Added 0.24%
5,419 $412,000
Q1 2024

Apr 30, 2024

BUY
$69.24 - $76.96 $1,246 - $1,385
18 Added 0.33%
5,406 $388,000
Q4 2023

Feb 05, 2024

BUY
$65.27 - $76.49 $261 - $305
4 Added 0.07%
5,388 $402,000
Q3 2023

Nov 03, 2023

BUY
$67.77 - $151.95 $182,504 - $409,201
2,693 Added 100.07%
5,384 $366,000
Q1 2023

May 10, 2023

SELL
$139.69 - $162.03 $9,359 - $10,856
-67 Reduced 2.43%
2,691 $406,000
Q2 2022

Aug 09, 2022

SELL
$139.49 - $172.67 $5,858 - $7,252
-42 Reduced 1.5%
2,758 $414,000
Q4 2021

Feb 18, 2022

BUY
$119.66 - $132.28 $335,048 - $370,384
2,800 New
2,800 $370,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.1B
  • 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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