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Sempra Energy shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Sempra Energy

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All positions including Sempra Energy held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $105k 1.3k 83.63
2024-06-30 $96k 1.3k 76.06
2024-03-31 $90k 1.3k 71.83
2023-12-31 $94k 1.3k 74.73
2023-09-30 $86k 1.3k 68.03
2023-06-30 $92k 629 145.59