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Sempra Energy shares owned by Affiance Financial

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

Historical chart of Affiance Financial investment in Sempra Energy

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

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Quarterly reported holdings in Sempra Energy by Affiance Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 2.2k 97.17
2022-12-31 $169k 1.1k 154.54
2022-03-31 $224k 1.3k 168.17
2019-12-31 $202k 1.3k 151.65

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds State Street Spd (SPEM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Pimco Etf Tr Active Bd Etf (BOND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Affiance Financial

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Wellington Management Company
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Morgan Stanley
Capital Research and Management Company - Division 3
FMR
Geode Capital Management
Newport Trust
Invesco
Bank of America Corporation
Franklin Resources
Deutsche Bank Aktiengesellschaft

View all funds holding Sempra Energy