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Sempra Energy shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Sempra Energy

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

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Quarterly reported holdings in Sempra Energy by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 16k 89.98
2025-06-30 $496k 6.5k 76.42
2025-03-31 $475k 6.6k 72.00
2024-12-31 $556k 6.3k 88.35
2024-09-30 $528k 6.3k 84.25
2024-06-30 $481k 6.3k 76.68
2024-03-31 $445k 6.1k 72.45
2023-12-31 $9.5k 126 75.26
2023-09-30 $8.6k 126 68.63