Sempra Energy shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.9M | 64k | 75.77 |
| 2025-03-31 | $26M | 357k | 71.36 |
| 2024-12-31 | $31M | 352k | 87.72 |
| 2024-09-30 | $30M | 359k | 83.63 |
| 2024-06-30 | $27M | 351k | 76.06 |
| 2024-03-31 | $26M | 355k | 71.83 |
| 2023-12-31 | $39M | 519k | 74.73 |
| 2023-09-30 | $34M | 502k | 68.03 |
| 2023-06-30 | $35M | 286k | 121.10 |
| 2023-03-31 | $29k | 192k | 0.15 |
| 2022-12-31 | $32M | 210k | 154.54 |
| 2022-09-30 | $29M | 196k | 149.94 |
| 2022-06-30 | $3.7M | 25k | 150.27 |
| 2022-03-31 | $4.2M | 25k | 168.11 |
| 2021-12-31 | $3.4M | 26k | 132.27 |
| 2021-09-30 | $3.4M | 17k | 199.26 |
| 2021-06-30 | $3.6M | 27k | 132.48 |
| 2021-03-31 | $3.9M | 29k | 132.58 |
| 2020-12-31 | $869k | 6.8k | 127.34 |
| 2020-09-30 | $800k | 6.8k | 118.41 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $842k | 7.5k | 113.01 |
| 2019-12-31 | $1.6M | 11k | 151.44 |
| 2019-09-30 | $979k | 6.6k | 147.64 |
| 2019-06-30 | $1.2M | 8.7k | 137.40 |
| 2018-09-30 | $674k | 5.9k | 113.81 |
| 2018-06-30 | $224k | 1.9k | 116.30 |
| 2018-03-31 | $221k | 2.0k | 111.39 |
| 2017-12-31 | $210k | 2.0k | 106.92 |
| 2017-09-30 | $224k | 2.0k | 114.05 |
| 2017-06-30 | $243k | 2.2k | 112.87 |
| 2017-03-31 | $261k | 2.4k | 110.69 |
| 2016-12-31 | $289k | 2.9k | 100.70 |
| 2016-09-30 | $336k | 3.1k | 107.07 |
| 2016-06-30 | $358k | 3.1k | 114.09 |
| 2016-03-31 | $346k | 3.3k | 104.00 |