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Sempra Energy shares owned by KWB Wealth

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Sempra Energy

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

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Quarterly reported holdings in Sempra Energy by KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $229k 3.1k 74.73
2023-09-30 $224k 1.5k 145.59
2023-06-30 $224k 1.5k 145.59
2023-03-31 $237k 1.5k 154.54
2022-12-31 $237k 1.5k 154.54
2022-09-30 $230k 1.5k 149.84
2022-06-30 $231k 1.5k 150.49
2022-03-31 $203k 1.5k 132.25
2021-12-31 $203k 1.5k 132.25
2021-06-30 $211k 1.6k 132.70
2021-03-31 $211k 1.6k 132.70
2020-12-31 $203k 1.6k 127.67