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Sempra Energy shares owned by Halpern Financial

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Sempra Energy

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All positions including Sempra Energy held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5k 50 70.98
2023-12-31 $3.8k 50 76.02

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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
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Ishares Core Msci Eafe Etf Etf (IEFA)
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Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Sempra Energy

Vanguard Group
Wellington Management Company
Newport Trust
Norges Bank Investment Management
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Bank of America Corporation
Neuberger Berman Group
Legal & General Group
Franklin Resources
T. Rowe Price Associates
Bank of New York Mellon
Bahl & Gaynor
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Sempra Energy