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Sempra Energy shares owned by Carter Financial

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

Historical chart of Carter Financial investment in Sempra Energy

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

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Quarterly reported holdings in Sempra Energy by Carter Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $360k 4.1k 88.29

More positions owned by Carter Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Global X Fds S&p 500 Catholic (CATH)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Carter Financial

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
Jpmorgan Chase & Co
Norges Bank Investment Management
Invesco
Deutsche Bank Aktiengesellschaft
Franklin Resources
Northern Trust
Legal & General Group

View all funds holding Sempra Energy