Sempra Energy shares owned by Avantra Family Wealth
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Avantra Family Wealth
from 13F filings
Historical chart of Avantra Family Wealth investment in Sempra Energy
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All positions including Sempra Energy held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sempra Energy by Avantra Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 4.2k | 89.98 |
| 2025-03-31 | $359k | 5.0k | 71.36 |
| 2024-12-31 | $502k | 5.7k | 87.72 |