Wfa Of San Diego, LLC Sempra Energy Transaction History

Wfa Of San Diego, LLC

$132 Million
Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Sempra Energy stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 16,890 shares of SRE stock, worth $1.56 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

16,890

Previous 2,184 673.35%

Holding current value

$1.56 Million

Previous $182,000 602.75%

% of portfolio

0.97%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$63.78 - $78.91 $937,948 - $1.16 Million	14,706 Added 673.35%	16,890 $1.28 Million
Q2 2024 Aug 14, 2024	SELL	$66.41 - $78.4 $16,934 - $19,992	-255 Reduced 10.46%	2,184 $166,000
Q3 2023 Nov 02, 2023	BUY	$67.77 - $151.95 $38,018 - $85,243	561 Added 29.87%	2,439 $165,000
Q2 2023 Aug 10, 2023	SELL	$143.53 - $157.99 $1.12 Million - $1.24 Million	-7,818 Reduced 80.63%	1,878 $273,000
Q1 2023 Apr 17, 2023	SELL	$139.69 - $162.03 $40,789 - $47,312	-292 Reduced 2.92%	9,696 $1.47 Million
Q4 2022 Jan 31, 2023	SELL	$139.74 - $167.28 $52,123 - $62,395	-373 Reduced 3.6%	9,988 $1.54 Million
Q3 2022 Oct 18, 2022	BUY	$24.47 - $175.65 $208,264 - $1.49 Million	8,511 Added 460.05%	10,361 $1.55 Million
Q1 2022 Apr 25, 2022	SELL	$131.65 - $168.12 $1.15 Million - $1.47 Million	-8,723 Reduced 82.5%	1,850 $311,000
Q4 2021 Feb 07, 2022	BUY	$119.66 - $132.28 $1.03 Million - $1.13 Million	8,568 Added 427.33%	10,573 $1.4 Million
Q3 2021 Oct 25, 2021	SELL	$123.62 - $136.76 $8,282 - $9,162	-67 Reduced 3.23%	2,005 $254,000
Q2 2021 Aug 11, 2021	SELL	$131.8 - $144.06 $11,598 - $12,677	-88 Reduced 4.07%	2,072 $274,000
Q1 2021 May 14, 2021	BUY	$115.98 - $132.58 $250,516 - $286,372	2,160 New	2,160 $286,000
Q4 2020 Feb 11, 2021	SELL	$119.13 - $135.96 $270,425 - $308,629	-2,270 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$114.5 - $134.66 $33,319 - $39,186	-291 Reduced 11.36%	2,270 $268,000
Q2 2020 Aug 27, 2020	BUY	$103.71 - $134.79 $265,601 - $345,197	2,561 New	2,561 $300,000

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

Ticker SRE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 314,310,016
Market Cap $29B
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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Wfa Of San Diego, LLC Sempra Energy Transaction History