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Sempra Energy shares owned by Caldwell Trust

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Sempra Energy

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All positions including Sempra Energy held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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