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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
2024-06-30 $523k 6.9k 76.13

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Top funds holding Sempra Energy

BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
Morgan Stanley
FMR
Newport Trust
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Legal & General Group
Franklin Resources

View all funds holding Sempra Energy