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Sempra Energy shares owned by Fingerlakes Wealth Management

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

Historical chart of Fingerlakes Wealth Management investment in Sempra Energy

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

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Quarterly reported holdings in Sempra Energy by Fingerlakes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 2.6k 83.64
2024-03-31 $237k 3.3k 71.84
2023-12-31 $330k 4.4k 74.73
2023-09-30 $303k 4.5k 68.03
2023-06-30 $408k 2.8k 145.58
2023-03-31 $435k 2.9k 151.15
2022-12-31 $442k 2.9k 154.53
2022-09-30 $440k 2.9k 150.02
2022-06-30 $456k 3.0k 150.20
2022-03-31 $507k 3.0k 168.05
2021-12-31 $393k 3.0k 131.57