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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

Tip: Access up to 7 years of quarterly data

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
2024-12-31 $214k 2.4k 87.72

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View all positions for Heritage Wealth Management

Top funds holding Sempra Energy

Vanguard Group
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Capital Research and Management Company - Division 3
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State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Newport Trust
ClearBridge Advisors
Jpmorgan Chase & Co
Invesco
Franklin Resources
Deutsche Bank Aktiengesellschaft
Northern Trust

View all funds holding Sempra Energy