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Sempra Energy shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sempra Energy by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $482k 7.1k 68.03
2023-03-31 $439k 2.9k 151.18

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

Top funds holding Sempra Energy

Vanguard Group
Wellington Management Company
Newport Trust
Norges Bank Investment Management
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Bank of America Corporation
Neuberger Berman Group
Legal & General Group
Franklin Resources
T. Rowe Price Associates
Bank of New York Mellon
Bahl & Gaynor
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Sempra Energy