Sempra Energy shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 3.9k | 89.99 |
| 2025-06-30 | $298k | 3.9k | 75.76 |
| 2025-03-31 | $280k | 3.9k | 71.37 |
| 2024-12-31 | $344k | 3.9k | 87.73 |
| 2024-09-30 | $328k | 3.9k | 83.65 |
| 2024-06-30 | $306k | 4.0k | 76.08 |
| 2024-03-31 | $285k | 4.0k | 71.84 |
| 2023-09-30 | $257k | 3.8k | 68.02 |
More positions owned by Lakeshore Financial Planning
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