Sempra Energy shares owned by AE Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sempra Energy by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $15M | 169k | 88.29 |
| 2025-09-30 | $589k | 6.5k | 89.98 |
| 2025-06-30 | $426k | 5.6k | 75.79 |
| 2025-03-31 | $449k | 6.3k | 71.37 |
| 2024-12-31 | $867k | 9.9k | 87.81 |
| 2024-09-30 | $425k | 5.1k | 83.59 |
| 2024-06-30 | $560k | 7.3k | 76.16 |
| 2024-03-31 | $375k | 5.2k | 72.00 |
| 2023-12-31 | $1.5M | 21k | 70.91 |
| 2023-09-30 | $1.3M | 19k | 68.03 |
| 2023-06-30 | $1.3M | 8.6k | 145.58 |
| 2023-03-31 | $1.3M | 8.4k | 151.15 |
| 2022-12-31 | $11M | 73k | 154.54 |
| 2022-09-30 | $8.9M | 59k | 149.93 |
| 2022-06-30 | $7.6M | 51k | 150.28 |
| 2022-03-31 | $6.0M | 36k | 168.11 |
| 2021-12-31 | $4.0M | 30k | 132.27 |
| 2021-09-30 | $7.0M | 55k | 126.50 |
| 2021-06-30 | $6.3M | 47k | 132.48 |
| 2021-03-31 | $4.6M | 35k | 132.58 |
| 2020-12-31 | $5.4M | 43k | 127.40 |
| 2020-09-30 | $4.9M | 42k | 118.37 |
| 2020-06-30 | $4.4M | 37k | 117.24 |
| 2020-03-31 | $2.1M | 18k | 112.98 |
| 2019-12-31 | $2.4M | 16k | 151.48 |
| 2019-09-30 | $2.3M | 16k | 147.63 |
| 2019-06-30 | $2.3M | 17k | 137.42 |
| 2019-03-31 | $1.2M | 9.6k | 125.83 |
| 2018-12-31 | $431k | 4.0k | 108.16 |
| 2018-09-30 | $888k | 7.8k | 113.76 |
| 2018-06-30 | $571k | 4.9k | 116.17 |
| 2018-03-31 | $396k | 3.6k | 111.20 |
| 2017-12-31 | $212k | 2.0k | 106.75 |
| 2017-09-30 | $254k | 2.2k | 114.05 |