Sempra Energy shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $618k | 6.9k | 89.98 |
| 2025-06-30 | $520k | 6.9k | 75.77 |
| 2025-03-31 | $490k | 6.9k | 71.36 |
| 2024-12-31 | $602k | 6.9k | 87.72 |
| 2024-09-30 | $574k | 6.9k | 83.63 |
| 2024-06-30 | $523k | 6.9k | 76.13 |
More positions owned by Heritage Wealth Management
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