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Sempra Energy shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.9M 123k 71.83
2023-12-31 $8.2M 109k 74.73
2023-09-30 $4.9M 72k 68.03
2023-03-31 $7.5M 50k 151.16
2018-12-31 $1.6M 15k 112.65

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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