Sempra Energy shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Sempra Energy
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All positions including Sempra Energy held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $797k | 11k | 76.06 |
2024-03-31 | $732k | 10k | 71.83 |
2023-12-31 | $748k | 10k | 74.73 |
2023-09-30 | $657k | 9.7k | 68.03 |
2023-06-30 | $817k | 5.6k | 145.59 |
2023-03-31 | $659k | 4.4k | 151.16 |
2022-12-31 | $766k | 5.0k | 154.54 |
2022-09-30 | $744k | 5.0k | 150.03 |
2022-06-30 | $740k | 4.9k | 150.25 |
2022-03-31 | $343k | 2.0k | 168.30 |
2021-12-31 | $253k | 1.9k | 132.39 |
2021-09-30 | $247k | 2.0k | 126.34 |
2021-06-30 | $226k | 1.7k | 132.47 |
2021-03-31 | $223k | 1.7k | 132.58 |
2020-12-31 | $261k | 2.1k | 127.19 |
2020-09-30 | $238k | 2.0k | 118.53 |