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Sempra Energy shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Sempra Energy

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

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Quarterly reported holdings in Sempra Energy by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 31k 83.63
2024-03-31 $2.4M 33k 71.83
2023-12-31 $2.6M 35k 74.73
2022-12-31 $4.1M 27k 154.54
2022-09-30 $4.0M 27k 149.93