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Sempra Energy shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sempra Energy by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 2.2k 97.19
2024-12-31 $232k 2.6k 87.73
2024-09-30 $210k 2.5k 83.63
2023-12-31 $218k 2.9k 74.73

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Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for Legacy Financial Advisors

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Wellington Management Company
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Morgan Stanley
Capital Research and Management Company - Division 3
FMR
Geode Capital Management
Newport Trust
Invesco
Bank of America Corporation
Franklin Resources
Deutsche Bank Aktiengesellschaft

View all funds holding Sempra Energy