AA Financial Advisors »

Sempra Energy shares owned by AA Financial Advisors

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

Historical chart of AA Financial Advisors investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sempra Energy by AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $315k 4.4k 71.83

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AA Financial Advisors

Top funds holding Sempra Energy

BlackRock
Vanguard Group
Wellington Management Company
Morgan Stanley
FMR
Newport Trust
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Legal & General Group
Neuberger Berman Group
Franklin Resources
Northern Trust
T. Rowe Price Associates

View all funds holding Sempra Energy