CBIZ Investment Advisory Services »

Sempra Energy shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by CBIZ Investment Advisory 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6k 90 84.91
2024-06-30 $7.0k 91 76.44
2024-03-31 $6.5k 91 71.60

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Short Trm Bond (BND)
Vanguard Index Fds Total Stk Mkt (VTV)
Vanguard Index Fds Total Stk Mkt (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

Top funds holding Sempra Energy

BlackRock
BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
State Street Corporation
Morgan Stanley
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Franklin Resources
T. Rowe Price Associates
Neuberger Berman Group
Northern Trust

View all funds holding Sempra Energy