Ep Wealth Advisors, LLC Sempra Energy Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 64,325 shares of SRE stock, worth $5.99 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
64,325
Previous 357,181 81.99%
Holding current value
$5.99 Million
Previous $25.5 Million 80.88%
% of portfolio
0.03%
Previous 0.21%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$63.78 - $78.91 $18.7 Million - $23.1 Million
-292,856 Reduced 81.99%
64,325 $4.87 Million
Q1 2025

May 15, 2025
BUY
$67.85 - $87.67 $337,485 - $436,070
4,974 Added 1.41%
357,181 $25.5 Million
Q4 2024

Feb 13, 2025
SELL
$80.81 - $94.77 $541,427 - $634,959
-6,700 Reduced 1.87%
352,207 $30.9 Million
Q3 2024

Nov 14, 2024
BUY
$74.97 - $84.04 $592,712 - $664,420
7,906 Added 2.25%
358,907 $30 Million
Q2 2024

Aug 19, 2024
SELL
$66.41 - $78.4 $276,664 - $326,614
-4,166 Reduced 1.17%
351,001 $26.7 Million
Q1 2024

May 14, 2024
SELL
$69.24 - $76.96 $11.3 Million - $12.6 Million
-163,867 Reduced 31.57%
355,167 $25.5 Million
Q4 2023

Feb 28, 2024
BUY
$65.27 - $76.49 $1.12 Million - $1.32 Million
17,199 Added 3.43%
519,034 $38.8 Million
Q3 2023

Nov 22, 2023
BUY
$67.77 - $151.95 $14.6 Million - $32.7 Million
215,438 Added 75.22%
501,835 $34.1 Million
Q2 2023

Aug 14, 2023
BUY
$143.53 - $157.99 $13.5 Million - $14.9 Million
94,397 Added 49.17%
286,397 $41.7 Million
Q1 2023

Jun 05, 2023
SELL
$139.69 - $162.03 $567,001 - $657,679
-4,059 Reduced 2.07%
192,000 $29 Million
Q4 2022

Jun 12, 2023
BUY
$139.74 - $167.28 $2.47 Million - $2.95 Million
17,640 Added 9.19%
209,640 $32.4 Million
Q3 2022

Dec 02, 2022
BUY
$24.47 - $175.65 $4.19 Million - $30.1 Million
171,357 Added 693.7%
196,059 $29.4 Million
Q2 2022

Aug 11, 2022
SELL
$139.49 - $172.67 $52,587 - $65,096
-377 Reduced 1.5%
24,702 $3.71 Million
Q1 2022

May 20, 2022
SELL
$131.65 - $168.12 $129,280 - $165,093
-982 Reduced 3.77%
25,079 $4.22 Million
Q4 2021

Feb 17, 2022
SELL
$119.66 - $132.28 $84,958 - $93,918
-710 Reduced 2.65%
26,061 $3.45 Million
Q3 2021

Nov 23, 2021
BUY
$123.62 - $136.76 $1.21 Million - $1.34 Million
9,778 Added 57.54%
26,771 $3.39 Million
Q3 2021

Nov 16, 2021
SELL
$123.62 - $136.76 $1.28 Million - $1.41 Million
-10,346 Reduced 37.84%
16,993 $3.39 Million
Q2 2021

Aug 24, 2021
SELL
$131.8 - $144.06 $233,022 - $254,698
-1,768 Reduced 6.07%
27,339 $3.62 Million
Q1 2021

May 17, 2021
BUY
$115.98 - $132.58 $2.58 Million - $2.95 Million
22,283 Added 326.54%
29,107 $3.86 Million
Q4 2020

Feb 18, 2021
BUY
$119.13 - $135.96 $8,100 - $9,245
68 Added 1.01%
6,824 $869,000
Q3 2020

Nov 17, 2020
BUY
$114.5 - $134.66 $773,562 - $909,762
6,756 New
6,756 $800,000
Q2 2020

Aug 14, 2020
SELL
$103.71 - $134.79 $772,743 - $1 Million
-7,451 Closed
0 $853,000
Q1 2020

May 18, 2020
SELL
$88.62 - $161.13 $275,962 - $501,758
-3,114 Reduced 29.47%
7,451 $842,000
Q4 2019

Feb 14, 2020
BUY
$141.17 - $152.03 $555,362 - $598,086
3,934 Added 59.33%
10,565 $1.6 Million
Q3 2019

Nov 18, 2019
SELL
$132.12 - $147.61 $269,128 - $300,681
-2,037 Reduced 23.5%
6,631 $979,000
Q2 2019

Aug 27, 2019
BUY
$125.38 - $141.04 $1.09 Million - $1.22 Million
8,668 New
8,668 $1.19 Million
Q4 2018

Feb 19, 2019
SELL
$107.27 - $118.49 $635,252 - $701,697
-5,922 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
$111.06 - $118.87 $443,795 - $475,004
3,996 Added 207.48%
5,922 $674,000
Q2 2018

Aug 14, 2018
SELL
$100.71 - $117.19 $5,841 - $6,797
-58 Reduced 2.92%
1,926 $224,000
Q1 2018

May 15, 2018
BUY
$103.36 - $113.02 $2,067 - $2,260
20 Added 1.02%
1,984 $221,000
Q3 2017

Nov 15, 2017
SELL
$113.01 - $120.06 $21,358 - $22,691
-189 Reduced 8.78%
1,964 $224,000
Q2 2017

Aug 17, 2017
BUY
N/A
2,153
2,153 $243,000

Others Institutions Holding SRE

# of Institutions
1,314
Shares Held
578M
Call Options Held
3.22M
Put Options Held
1.66M
View Full List

About SEMPRA ENERGY

SRE Quotes by TradingView
  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.3B
  • 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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