BKD Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sempra Energy by BKD Wealth Advisors

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