Sempra Energy shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sempra Energy by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.3M | 14k | 92.71 |
| 2026-03-31 | $191k | 2.0k | 97.17 |
| 2025-12-31 | $174k | 2.0k | 88.29 |
| 2025-09-30 | $177k | 2.0k | 89.98 |
| 2021-12-31 | $113k | 854 | 132.28 |
| 2021-09-30 | $139k | 1.1k | 126.50 |
| 2021-06-30 | $145k | 1.1k | 132.48 |
| 2021-03-31 | $143k | 1.1k | 132.58 |
| 2020-12-31 | $176k | 1.4k | 127.41 |
| 2020-09-30 | $163k | 1.4k | 118.36 |
| 2020-06-30 | $162k | 1.4k | 117.23 |
| 2020-03-31 | $190k | 1.7k | 112.99 |
| 2019-12-31 | $255k | 1.7k | 151.48 |