AE Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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