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

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Quarterly reported holdings in Sempra Energy by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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