Baker Tilly Wealth Management, LLC Sempra Energy Transaction History

Baker Tilly Wealth Management, LLC

$273 Million
Q2 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 15,477 shares of SRE stock, worth $1.26 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

15,477

Previous 14,541 6.44%

Holding current value

$1.26 Million

Previous $1.04 Million 13.02%

% of portfolio

0.43%

Previous 0.42%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$63.78 - $78.91 $59,698 - $73,859	936 Added 6.44%	15,477 $1.17 Million
Q1 2025 Apr 09, 2025	SELL	$67.85 - $87.67 $14,384 - $18,586	-212 Reduced 1.44%	14,541 $1.04 Million
Q4 2024 Jan 10, 2025	BUY	$80.81 - $94.77 $116,043 - $136,089	1,436 Added 10.78%	14,753 $1.29 Million
Q3 2024 Oct 24, 2024	SELL	$74.97 - $84.04 $374,850 - $420,200	-5,000 Reduced 27.3%	13,317 $1.11 Million
Q2 2024 Jul 18, 2024	SELL	$66.41 - $78.4 $249,502 - $294,548	-3,757 Reduced 17.02%	18,317 $1.39 Million
Q1 2024 May 09, 2024	BUY	$69.24 - $76.96 $757,901 - $842,404	10,946 Added 98.36%	22,074 $1.59 Million
Q4 2023 Jan 10, 2024	SELL	$65.27 - $76.49 $159,062 - $186,406	-2,437 Reduced 17.97%	11,128 $831,000
Q3 2023 Oct 10, 2023	SELL	$67.77 - $151.95 $371,921 - $833,901	-5,488 Reduced 28.8%	13,565 $922,000
Q2 2023 Jul 20, 2023	BUY	$143.53 - $157.99 $293,518 - $323,089	2,045 Added 12.02%	19,053 $2.77 Million
Q1 2023 Apr 12, 2023	BUY	$139.69 - $162.03 $736,026 - $853,736	5,269 Added 44.88%	17,008 $2.57 Million
Q4 2022 Jan 26, 2023	BUY	$139.74 - $167.28 $123,530 - $147,875	884 Added 8.14%	11,739 $0
Q3 2022 Oct 20, 2022	BUY	$24.47 - $175.65 $17,960 - $128,927	734 Added 7.25%	10,855 $1.63 Million
Q2 2022 Jul 28, 2022	SELL	$139.49 - $172.67 $49,797 - $61,643	-357 Reduced 3.41%	10,121 $1.52 Million
Q1 2022 Apr 27, 2022	BUY	$131.65 - $168.12 $257,375 - $328,674	1,955 Added 22.94%	10,478 $1.76 Million
Q4 2021 Feb 08, 2022	BUY	$119.66 - $132.28 $239,320 - $264,560	2,000 Added 30.66%	8,523 $1.13 Million
Q3 2021 Nov 02, 2021	BUY	$123.62 - $136.76 $236,732 - $261,895	1,915 Added 41.56%	6,523 $825,000
Q2 2021 Jul 30, 2021	BUY	$131.8 - $144.06 $193,087 - $211,047	1,465 Added 46.61%	4,608 $610,000
Q1 2021 Apr 28, 2021	BUY	$115.98 - $132.58 $364,525 - $416,698	3,143 New	3,143 $417,000

Others Institutions Holding SRE

# of Institutions

1,314

Shares Held

558M

Call Options Held

3.66M

Put Options Held

1.76M

View Full List

About SEMPRA ENERGY

Ticker SRE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 314,310,016
Market Cap $25.5B
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 ...

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Baker Tilly Wealth Management, LLC Sempra Energy Transaction History