Sempra Energy shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $467k | 5.3k | 88.29 |
| 2025-09-30 | $471k | 5.2k | 89.98 |
| 2025-06-30 | $379k | 5.0k | 75.77 |
| 2025-03-31 | $351k | 4.9k | 71.36 |
| 2024-12-31 | $478k | 5.4k | 87.72 |
| 2024-09-30 | $452k | 5.4k | 83.63 |
| 2024-06-30 | $428k | 5.6k | 76.06 |
| 2023-12-31 | $271k | 3.6k | 74.73 |
| 2023-09-30 | $1.3M | 19k | 68.03 |
| 2023-06-30 | $256k | 1.8k | 145.59 |
| 2023-03-31 | $332k | 2.2k | 151.16 |
| 2022-12-31 | $541k | 3.5k | 154.57 |
| 2022-09-30 | $851k | 5.7k | 149.96 |
| 2022-06-30 | $476k | 3.2k | 150.25 |
| 2022-03-31 | $626k | 3.7k | 168.23 |
| 2021-12-31 | $238k | 1.8k | 132.30 |
| 2021-09-30 | $206k | 1.6k | 126.30 |
| 2021-06-30 | $216k | 1.6k | 132.43 |
| 2021-03-31 | $436k | 3.3k | 132.64 |
| 2020-09-30 | $325k | 2.8k | 118.18 |
| 2020-06-30 | $216k | 1.8k | 117.39 |
| 2020-03-31 | $247k | 2.2k | 112.84 |
| 2019-12-31 | $332k | 2.2k | 151.39 |