Sempra Energy shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 17k | 71.83 |
| 2023-12-31 | $1.3M | 17k | 74.73 |
| 2023-09-30 | $1.2M | 17k | 68.03 |
| 2023-06-30 | $1.2M | 8.0k | 145.59 |
| 2023-03-31 | $1.2M | 8.0k | 151.16 |
| 2022-12-31 | $1.2M | 8.0k | 154.54 |
| 2022-09-30 | $1.2M | 8.0k | 149.89 |
| 2022-06-30 | $1.2M | 8.0k | 150.27 |
| 2022-03-31 | $1.3M | 8.0k | 168.07 |
| 2021-12-31 | $1.1M | 8.0k | 132.22 |
| 2021-09-30 | $1.0M | 8.0k | 126.46 |
| 2021-06-30 | $1.1M | 7.9k | 132.47 |
| 2021-03-31 | $906k | 6.8k | 132.57 |
| 2020-12-31 | $817k | 6.4k | 127.48 |