Sempra Energy shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $184k | 2.0k | 89.98 |
| 2025-06-30 | $155k | 2.0k | 75.77 |
| 2025-03-31 | $146k | 2.0k | 71.36 |
| 2024-12-31 | $184k | 2.1k | 87.72 |
| 2024-09-30 | $175k | 2.1k | 83.63 |
| 2024-06-30 | $155k | 2.0k | 76.06 |
| 2024-03-31 | $1.8k | 50 | 36.74 |
| 2023-12-31 | $158k | 2.1k | 74.73 |
| 2023-09-30 | $139k | 2.0k | 68.03 |
| 2023-06-30 | $149k | 1.0k | 145.59 |
| 2023-03-31 | $154k | 1.0k | 151.16 |
| 2022-12-31 | $158k | 1.0k | 154.54 |
| 2022-09-30 | $175k | 1.2k | 149.94 |
| 2022-06-30 | $175k | 1.2k | 150.09 |
| 2022-03-31 | $196k | 1.2k | 168.10 |
| 2021-12-31 | $207k | 1.6k | 132.28 |
| 2021-09-30 | $198k | 1.6k | 126.50 |
| 2021-06-30 | $208k | 1.6k | 132.48 |
| 2021-03-31 | $208k | 1.6k | 132.58 |
| 2020-12-31 | $200k | 1.6k | 127.71 |
| 2020-09-30 | $121k | 1.0k | 118.36 |
| 2020-06-30 | $120k | 5.8k | 20.52 |
| 2020-03-31 | $116k | 1.0k | 112.99 |
| 2019-12-31 | $157k | 1.0k | 151.48 |
| 2019-09-30 | $151k | 1.0k | 147.17 |
| 2019-06-30 | $141k | 1.0k | 137.44 |
| 2019-03-31 | $129k | 1.0k | 125.86 |
| 2018-12-31 | $111k | 1.0k | 108.19 |
| 2018-09-30 | $116k | 1.0k | 113.06 |