Sempra Energy shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $530k | 6.3k | 83.63 |
| 2023-12-31 | $468k | 6.3k | 74.74 |
| 2023-09-30 | $403k | 5.9k | 68.03 |
| 2023-06-30 | $431k | 3.0k | 145.60 |
| 2023-03-31 | $495k | 3.3k | 152.33 |
| 2022-12-31 | $502k | 3.2k | 155.66 |
| 2022-09-30 | $485k | 3.2k | 151.18 |
| 2022-06-30 | $480k | 3.2k | 150.28 |
| 2022-03-31 | $535k | 3.2k | 168.13 |
| 2021-12-31 | $419k | 3.2k | 132.30 |
| 2021-09-30 | $399k | 3.2k | 126.63 |
| 2021-06-30 | $424k | 3.2k | 132.42 |
| 2021-03-31 | $433k | 3.3k | 132.54 |
| 2020-12-31 | $474k | 3.7k | 127.49 |
| 2020-09-30 | $440k | 3.7k | 118.79 |
| 2020-06-30 | $450k | 3.7k | 121.23 |
| 2020-03-31 | $415k | 3.7k | 112.96 |
| 2019-12-31 | $555k | 3.7k | 151.52 |
| 2019-09-30 | $516k | 3.5k | 147.34 |
| 2019-06-30 | $469k | 3.4k | 137.34 |
| 2019-03-31 | $431k | 3.5k | 123.67 |
| 2018-12-31 | $367k | 3.4k | 108.29 |
| 2018-09-30 | $387k | 3.4k | 114.19 |
| 2018-06-30 | $390k | 3.4k | 115.93 |
| 2018-03-31 | $373k | 3.4k | 111.31 |
| 2017-12-31 | $357k | 3.3k | 106.95 |
| 2017-09-30 | $332k | 2.9k | 113.97 |
| 2017-06-30 | $366k | 3.2k | 112.82 |
| 2017-03-31 | $357k | 3.2k | 110.46 |
| 2016-12-31 | $324k | 3.2k | 100.59 |