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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

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Quarterly 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