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Sempra Energy shares owned by Arbor Wealth Advisors

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

Historical chart of Arbor Wealth Advisors investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sempra Energy by Arbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 2.4k 83.63

More positions owned by Arbor Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
BorgWarner (BWA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lear Corp Com New (LEA)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Arbor Wealth Advisors

Top funds holding Sempra Energy

BlackRock
BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
State Street Corporation
Morgan Stanley
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Franklin Resources
T. Rowe Price Associates
Neuberger Berman Group
Northern Trust

View all funds holding Sempra Energy