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Sempra Energy shares owned by Estate Planners Group

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 138 88.29

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
FMR
Geode Capital Management
Newport Trust
Norges Bank Investment Management
Invesco
Deutsche Bank Aktiengesellschaft
Franklin Resources
Northern Trust
Legal & General Group
ClearBridge Advisors

View all funds holding Sempra Energy