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 13,317 shares of SRE stock, worth $1.26 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
13,317
Previous 18,317 27.3%
Holding current value
$1.26 Million
Previous $1.39 Million 20.1%
% of portfolio
0.51%
Previous 0.58%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.8B
  • 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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