Sempra Energy shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 25k | 88.29 |
| 2025-09-30 | $2.4M | 26k | 89.98 |
| 2025-06-30 | $2.0M | 26k | 75.77 |
| 2025-03-31 | $1.8M | 26k | 71.36 |
| 2024-12-31 | $2.2M | 25k | 87.72 |
| 2024-09-30 | $2.1M | 25k | 83.63 |
| 2024-06-30 | $1.9M | 25k | 76.06 |
| 2024-03-31 | $1.8M | 25k | 71.83 |
| 2023-12-31 | $1.9M | 26k | 74.73 |
| 2023-09-30 | $1.3M | 18k | 68.03 |
| 2023-06-30 | $1.5M | 11k | 145.59 |
| 2023-03-31 | $1.6M | 11k | 151.15 |
| 2022-12-31 | $1.6M | 10k | 154.54 |
| 2022-09-30 | $1.3M | 8.9k | 149.95 |
| 2022-06-30 | $917k | 6.1k | 150.28 |
| 2022-03-31 | $973k | 5.8k | 168.12 |
| 2021-12-31 | $512k | 3.9k | 132.27 |
| 2021-09-30 | $485k | 3.8k | 126.49 |
| 2021-06-30 | $437k | 3.3k | 132.48 |
| 2021-03-31 | $402k | 3.0k | 132.60 |
| 2020-12-31 | $415k | 3.3k | 127.40 |
| 2020-09-30 | $406k | 3.4k | 118.36 |
| 2020-06-30 | $413k | 3.5k | 117.24 |
| 2020-03-31 | $424k | 3.8k | 112.97 |
| 2019-12-31 | $587k | 3.9k | 151.49 |
More positions owned by Independent Solutions Wealth Management
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