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
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Fingerlakes Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Fingerlakes Wealth Management
View all positions for Fingerlakes Wealth Management