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Sempra Energy shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 19k 88.92
2025-09-30 $712k 7.9k 89.98
2025-06-30 $46k 613 75.77

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View all positions for Mount Yale Investment Advisors

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
FMR
Geode Capital Management
Newport Trust
Jpmorgan Chase & Co
Norges Bank Investment Management
Invesco
Deutsche Bank Aktiengesellschaft
Franklin Resources
Northern Trust
Legal & General Group

View all funds holding Sempra Energy