Sempra Energy shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $236k | 2.8k | 83.63 |
| 2024-06-30 | $214k | 2.8k | 76.06 |
| 2024-03-31 | $215k | 3.0k | 71.83 |
| 2023-09-30 | $206k | 3.0k | 68.03 |
| 2023-06-30 | $208k | 1.4k | 145.59 |
| 2023-03-31 | $216k | 1.4k | 151.16 |
| 2022-12-31 | $221k | 1.4k | 154.54 |
| 2022-09-30 | $211k | 1.4k | 150.07 |
| 2022-06-30 | $211k | 1.4k | 150.07 |
| 2022-03-31 | $236k | 1.4k | 167.85 |
| 2021-06-30 | $290k | 2.2k | 132.60 |
| 2021-03-31 | $322k | 2.4k | 132.73 |
| 2020-12-31 | $385k | 3.0k | 127.31 |
| 2020-09-30 | $329k | 2.8k | 118.39 |
| 2020-06-30 | $383k | 3.3k | 117.34 |
| 2020-03-31 | $387k | 3.4k | 113.05 |
| 2019-12-31 | $498k | 3.3k | 151.55 |
| 2019-09-30 | $482k | 3.3k | 147.67 |
| 2019-06-30 | $380k | 2.8k | 137.48 |
| 2019-03-31 | $391k | 3.1k | 125.97 |
| 2017-12-31 | $53k | 492 | 106.67 |
| 2017-09-30 | $63k | 559 | 113.33 |
| 2017-06-30 | $63k | 559 | 113.33 |
| 2017-03-31 | $45k | 409 | 110.02 |
| 2016-12-31 | $33k | 422 | 76.92 |
| 2016-09-30 | $44k | 409 | 107.58 |
| 2016-06-30 | $115k | 1.0k | 113.75 |
| 2016-03-31 | $105k | 1.0k | 103.86 |
| 2015-12-31 | $95k | 1.0k | 93.97 |
| 2015-09-30 | $49k | 511 | 95.89 |
| 2015-06-30 | $61k | 616 | 99.03 |
| 2015-03-31 | $566k | 5.2k | 108.80 |
| 2014-12-31 | $672k | 6.0k | 111.54 |
| 2014-09-30 | $741k | 7.0k | 105.35 |
| 2014-06-30 | $785k | 7.5k | 104.89 |
| 2014-03-31 | $974k | 10k | 96.72 |
| 2013-12-31 | $1.2M | 13k | 89.70 |
| 2013-09-30 | $78k | 739 | 105.26 |
| 2013-06-30 | $56k | 674 | 83.09 |
| 2013-03-31 | $54k | 674 | 80.12 |
| 2012-09-30 | $45k | 705 | 63.83 |
| 2012-03-31 | $9.3k | 140 | 66.67 |
| 2011-12-31 | $9.3k | 140 | 66.67 |
| 2011-09-30 | $9.3k | 140 | 66.67 |
| 2011-06-30 | $9.3k | 140 | 66.67 |
| 2011-03-31 | $9.3k | 140 | 66.67 |
| 2010-12-31 | $7.6k | 140 | 54.55 |
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