A detailed history of York Bridge Wealth Partners, LLC transactions in Sempra Energy stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 6,769 shares of SRE stock, worth $587,616. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,769
Previous 6,430 5.27%
Holding current value
$587,616
Previous $964,000 8.51%
% of portfolio
0.27%
Previous 0.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

BUY
$139.74 - $167.28 $47,371 - $56,707
339 Added 5.27%
6,769 $0
Q3 2022

Oct 18, 2022

BUY
$24.47 - $175.65 $12,773 - $91,689
522 Added 8.84%
6,430 $964,000
Q2 2022

Jul 15, 2022

BUY
$139.49 - $172.67 $35,151 - $43,512
252 Added 4.46%
5,908 $888,000
Q1 2022

Apr 15, 2022

SELL
$131.65 - $168.12 $50,027 - $63,885
-380 Reduced 6.3%
5,656 $951,000
Q4 2021

Jan 19, 2022

BUY
$119.66 - $132.28 $70,360 - $77,780
588 Added 10.79%
6,036 $798,000
Q3 2021

Oct 22, 2021

BUY
$123.62 - $136.76 $162,807 - $180,112
1,317 Added 31.88%
5,448 $689,000
Q2 2021

Jul 22, 2021

BUY
$131.8 - $144.06 $112,030 - $122,451
850 Added 25.91%
4,131 $547,000
Q1 2021

Apr 15, 2021

BUY
$115.98 - $132.58 $144,279 - $164,929
1,244 Added 61.07%
3,281 $435,000
Q4 2020

Jan 19, 2021

BUY
$119.13 - $135.96 $242,667 - $276,950
2,037 New
2,037 $260,000
Q3 2019

Oct 21, 2019

SELL
$132.12 - $147.61 $25,234 - $28,193
-191 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$106.76 - $126.07 $16,014 - $18,910
150 Added 365.85%
191 $24,000
Q4 2017

Feb 12, 2018

SELL
$106.91 - $122.23 $2,458 - $2,811
-23 Reduced 35.94%
41 $4,000
Q2 2017

Aug 14, 2017

BUY
N/A
64
64 $7,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • 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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