Burkett Financial Services »

Sempra Energy shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Burkett Financial Services 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 Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.3k 30 76.47
2025-03-31 $2.1k 30 71.37

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
FMR
Geode Capital Management
Newport Trust
ClearBridge Advisors
Jpmorgan Chase & Co
Invesco
Franklin Resources
Deutsche Bank Aktiengesellschaft
Northern Trust
Legal & General Group

View all funds holding Sempra Energy