Sempra Energy shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sempra Energy by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 4.1k | 89.98 |
| 2025-06-30 | $319k | 4.2k | 75.77 |
| 2025-03-31 | $306k | 4.3k | 71.36 |
| 2024-12-31 | $376k | 4.3k | 87.72 |
| 2024-09-30 | $360k | 4.3k | 83.63 |
| 2024-06-30 | $323k | 4.2k | 76.06 |