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Sempra Energy shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Sempra Energy

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All positions including Sempra Energy held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 705 89.95
2025-06-30 $53k 705 75.74
2025-03-31 $50k 705 71.33
2024-12-31 $88k 1.0k 87.70
2024-09-30 $59k 705 83.60
2024-06-30 $109k 1.4k 76.05