LeClair Wealth Partners »

Sempra Energy shares owned by LeClair Wealth Partners

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

Historical chart of LeClair Wealth Partners investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sempra Energy by LeClair Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 3.0k 89.98
2025-06-30 $228k 3.0k 75.77

More positions owned by LeClair Wealth Partners

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Cintas Corporation (CTAS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Williams-Sonoma (WSM)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for LeClair Wealth Partners

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Newport Trust
ClearBridge Advisors
Jpmorgan Chase & Co
Invesco
Franklin Resources
Deutsche Bank Aktiengesellschaft
Northern Trust

View all funds holding Sempra Energy