Sempra Energy shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Jeppson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sempra Energy by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 21k | 71.83 |
| 2023-12-31 | $1.6M | 22k | 74.73 |
| 2023-09-30 | $1.5M | 22k | 68.03 |
| 2023-06-30 | $1.4M | 9.4k | 145.59 |
| 2023-03-31 | $1.4M | 9.1k | 151.16 |
| 2022-12-31 | $1.4M | 9.0k | 154.54 |
| 2022-09-30 | $1.2M | 8.3k | 149.93 |
| 2022-06-30 | $1.2M | 8.3k | 150.24 |
| 2022-03-31 | $1.4M | 8.3k | 168.09 |
| 2021-12-31 | $1.1M | 8.2k | 132.33 |
| 2021-09-30 | $1.1M | 8.4k | 126.44 |
| 2021-06-30 | $1.1M | 8.4k | 132.39 |
| 2021-03-31 | $1.1M | 8.4k | 132.51 |
| 2020-12-31 | $815k | 6.4k | 127.40 |
| 2020-09-30 | $757k | 6.4k | 118.34 |
More positions owned by Jeppson Wealth Management
At&t Stock (T)
View all positions for Jeppson Wealth Management