Sempra Energy shares owned by Marion Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Marion Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sempra Energy by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $917k | 13k | 71.83 |
| 2023-12-31 | $940k | 13k | 74.73 |
| 2023-09-30 | $824k | 12k | 68.03 |
| 2023-06-30 | $844k | 5.8k | 145.58 |
| 2023-03-31 | $859k | 5.7k | 151.17 |
| 2022-12-31 | $825k | 5.3k | 154.54 |
| 2022-09-30 | $688k | 4.6k | 149.89 |
| 2022-06-30 | $653k | 4.3k | 150.25 |
| 2022-03-31 | $550k | 3.3k | 168.25 |
| 2021-12-31 | $428k | 3.2k | 132.34 |