Sempra Energy shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sempra Energy by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.0k | 200.92 |
| 2025-03-31 | $6.4k | 90 | 71.37 |
| 2024-12-31 | $7.9k | 90 | 87.72 |
| 2024-09-30 | $7.5k | 90 | 83.63 |
| 2024-06-30 | $6.8k | 90 | 76.07 |