Sempra Energy shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $925k | 10k | 89.99 |
| 2025-06-30 | $784k | 10k | 75.78 |
| 2025-03-31 | $824k | 12k | 71.37 |
| 2024-12-31 | $789k | 9.0k | 87.72 |
| 2024-09-30 | $793k | 9.5k | 83.64 |
| 2024-06-30 | $659k | 8.7k | 76.07 |
| 2024-03-31 | $534k | 7.6k | 70.67 |
| 2023-12-31 | $512k | 6.9k | 74.73 |
| 2023-09-30 | $468k | 6.9k | 68.03 |
| 2023-06-30 | $917k | 6.3k | 144.89 |
| 2023-03-31 | $429k | 2.9k | 149.56 |