Sempra Energy shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.5M | 37k | 68.03 |
| 2023-06-30 | $2.7M | 18k | 145.59 |
| 2023-03-31 | $3.4M | 23k | 151.16 |
| 2022-06-30 | $4.0M | 27k | 150.27 |
| 2022-03-31 | $4.4M | 26k | 168.12 |
| 2021-12-31 | $3.2M | 24k | 132.27 |
| 2021-09-30 | $3.3M | 26k | 126.52 |
| 2021-06-30 | $3.4M | 26k | 132.49 |
| 2021-03-31 | $3.1M | 24k | 132.57 |
| 2020-12-31 | $2.2M | 17k | 127.43 |
| 2020-09-30 | $1.7M | 15k | 118.38 |
| 2019-03-31 | $5.0k | 40 | 125.00 |
| 2018-06-30 | $5.0k | 40 | 125.00 |
| 2017-12-31 | $4.0k | 40 | 100.00 |