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Sempra Energy shares owned by Executive Wealth Management

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Executive Wealth Management from 13F filings

Historical chart of Executive Wealth Management investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $898k 10k 87.70
2019-09-30 $28k 192 145.83
2019-06-30 $26k 192 135.42
2019-03-31 $24k 192 125.00
2018-12-31 $21k 196 107.14

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View all positions for Executive Wealth Management

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Newport Trust
ClearBridge Advisors
Jpmorgan Chase & Co
Invesco
Franklin Resources
Deutsche Bank Aktiengesellschaft
Northern Trust

View all funds holding Sempra Energy