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

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Quarterly reported holdings in Sempra Energy by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $574k 6.9k 83.63
2024-06-30 $523k 6.9k 76.13