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Sempra Energy shares owned by Aevitas Wealth Management

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Aevitas Wealth Management from 13F filings

Historical chart of Aevitas Wealth Management investment in Sempra Energy

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All positions including Sempra Energy held by Aevitas Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Aevitas Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $232k 1.5k 154.59
2022-09-30 $224k 1.5k 149.73
2022-06-30 $224k 1.5k 150.23
2022-03-31 $250k 1.5k 168.01
2019-03-31 $29k 232 125.00
2018-12-31 $25k 230 108.70
2018-09-30 $26k 229 113.54
2018-06-30 $26k 227 114.54
2018-03-31 $25k 225 111.11
2017-12-31 $24k 223 107.62