Sempra Energy shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 52k | 89.98 |
| 2025-06-30 | $3.9M | 51k | 75.77 |
| 2025-03-31 | $3.6M | 51k | 71.36 |
| 2024-12-31 | $4.5M | 51k | 87.72 |
| 2024-09-30 | $4.3M | 52k | 83.63 |
| 2024-06-30 | $3.9M | 51k | 76.06 |
| 2024-03-31 | $3.7M | 51k | 71.83 |
| 2023-09-30 | $3.8M | 56k | 68.03 |
| 2023-06-30 | $3.7M | 25k | 145.59 |
| 2023-03-31 | $3.6M | 24k | 151.17 |
| 2022-12-31 | $489k | 3.2k | 154.60 |
| 2022-09-30 | $468k | 3.1k | 149.81 |
| 2022-06-30 | $467k | 3.1k | 150.31 |
| 2022-03-31 | $507k | 3.0k | 168.10 |
| 2021-12-31 | $393k | 3.0k | 132.37 |
| 2021-09-30 | $341k | 2.7k | 126.48 |
| 2021-06-30 | $331k | 2.5k | 132.35 |
| 2021-03-31 | $331k | 2.5k | 132.72 |
| 2020-12-31 | $262k | 2.1k | 127.37 |
| 2020-09-30 | $240k | 2.0k | 118.58 |
| 2020-06-30 | $236k | 2.0k | 117.35 |
| 2020-03-31 | $223k | 2.0k | 112.80 |
| 2019-12-31 | $201k | 1.3k | 151.47 |
| 2019-09-30 | $206k | 1.4k | 147.56 |
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