A detailed history of Wedmont Private Capital transactions in Sempra Energy stock. As of the latest transaction made, Wedmont Private Capital holds 5,716 shares of SRE stock, worth $500,778. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,716
Previous 5,398 5.89%
Holding current value
$500,778
Previous $410,000 16.59%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024

BUY
$74.97 - $84.04 $23,840 - $26,724
318 Added 5.89%
5,716 $478,000
Q2 2024

Jul 15, 2024

BUY
$66.41 - $78.4 $43,498 - $51,352
655 Added 13.81%
5,398 $410,000
Q1 2024

Apr 10, 2024

SELL
$69.24 - $76.96 $66,470 - $73,881
-960 Reduced 16.83%
4,743 $340,000
Q4 2023

Jan 09, 2024

BUY
$65.27 - $76.49 $62,463 - $73,200
957 Added 20.16%
5,703 $426,000
Q3 2023

Oct 10, 2023

BUY
$67.77 - $151.95 $152,211 - $341,279
2,246 Added 89.84%
4,746 $322,000
Q2 2023

Jul 17, 2023

BUY
$143.53 - $157.99 $23,395 - $25,752
163 Added 6.97%
2,500 $363,000
Q1 2023

Apr 11, 2023

SELL
$139.69 - $162.03 $12,851 - $14,906
-92 Reduced 3.79%
2,337 $353,000
Q4 2022

Jan 09, 2023

SELL
$139.74 - $167.28 $1,397 - $1,672
-10 Reduced 0.41%
2,429 $0
Q3 2022

Oct 03, 2022

BUY
$24.47 - $175.65 $21,288 - $152,815
870 Added 55.45%
2,439 $366,000
Q2 2022

Jul 11, 2022

BUY
$139.49 - $172.67 $24,410 - $30,217
175 Added 12.55%
1,569 $236,000
Q1 2022

Apr 05, 2022

BUY
$131.65 - $168.12 $183,520 - $234,359
1,394 New
1,394 $232,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.5B
  • 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 Wedmont Private Capital Portfolio

Follow Wedmont Private Capital 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 Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.