A detailed history of Jeppson Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 20,862 shares of SRE stock, worth $1.72 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
20,862
Previous 21,022 0.76%
Holding current value
$1.72 Million
Previous $1.76 Million 4.1%
% of portfolio
0.66%
Previous 0.63%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
$80.81 - $94.77 $12,929 - $15,163
-160 Reduced 0.76%
20,862 $1.83 Million
Q2 2024

Aug 05, 2024

SELL
$66.41 - $78.4 $12,219 - $14,425
-184 Reduced 0.87%
21,022 $1.6 Million
Q1 2024

Apr 17, 2024

SELL
$69.24 - $76.96 $43,898 - $48,792
-634 Reduced 2.9%
21,206 $1.52 Million
Q4 2023

Jan 11, 2024

BUY
$65.27 - $76.49 $3,067 - $3,595
47 Added 0.22%
21,840 $1.63 Million
Q3 2023

Oct 25, 2023

BUY
$67.77 - $151.95 $839,941 - $1.88 Million
12,394 Added 131.87%
21,793 $1.48 Million
Q2 2023

Jul 31, 2023

BUY
$143.53 - $157.99 $49,804 - $54,822
347 Added 3.83%
9,399 $1.37 Million
Q1 2023

Apr 27, 2023

BUY
$139.69 - $162.03 $9,079 - $10,531
65 Added 0.72%
9,052 $1.37 Million
Q4 2022

Jan 27, 2023

BUY
$139.74 - $167.28 $90,831 - $108,732
650 Added 7.8%
8,987 $0
Q3 2022

Oct 20, 2022

BUY
$24.47 - $175.65 $1,223 - $8,782
50 Added 0.6%
8,337 $1.25 Million
Q1 2022

Apr 27, 2022

BUY
$131.65 - $168.12 $10,532 - $13,449
80 Added 0.97%
8,287 $1.39 Million
Q4 2021

Jan 19, 2022

SELL
$119.66 - $132.28 $23,932 - $26,456
-200 Reduced 2.38%
8,207 $1.09 Million
Q1 2021

May 19, 2021

BUY
$115.98 - $132.58 $233,119 - $266,485
2,010 Added 31.42%
8,407 $1.11 Million
Q3 2020

Nov 19, 2020

BUY
$114.5 - $134.66 $732,456 - $861,420
6,397 New
6,397 $757,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.8B
  • 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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