Sempra Energy shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $211k | 2.5k | 83.63 |
| 2024-03-31 | $216k | 3.0k | 71.83 |
| 2023-12-31 | $233k | 3.1k | 74.73 |
| 2023-09-30 | $231k | 3.4k | 68.03 |
| 2023-06-30 | $237k | 1.6k | 145.59 |
| 2023-03-31 | $245k | 1.6k | 151.16 |
| 2022-12-31 | $250k | 1.6k | 154.54 |
| 2022-09-30 | $242k | 1.6k | 149.38 |
| 2022-06-30 | $429k | 2.6k | 163.74 |
| 2022-03-31 | $453k | 2.7k | 168.09 |
| 2021-12-31 | $357k | 2.7k | 132.22 |
More positions owned by Confluence Wealth Services
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