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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

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
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

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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Sempra Energy

BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
FMR
ClearBridge Advisors
Newport Trust
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Franklin Resources
T. Rowe Price Associates
Legal & General Group

View all funds holding Sempra Energy