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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Quarterly reported holdings in Sempra Energy by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 25k | 89.98 |
| 2025-06-30 | $1.9M | 25k | 75.77 |
| 2025-03-31 | $2.1M | 30k | 71.36 |
| 2024-12-31 | $2.6M | 30k | 87.72 |
| 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 |