Sempra Energy shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sempra Energy by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $553k | 7.4k | 74.90 |
| 2025-03-31 | $600k | 8.4k | 71.36 |
| 2024-12-31 | $677k | 8.2k | 82.42 |
| 2024-09-30 | $700k | 8.4k | 83.63 |
| 2024-06-30 | $781k | 10k | 76.06 |
| 2024-03-31 | $733k | 10k | 71.83 |
| 2023-12-31 | $769k | 10k | 74.84 |
| 2023-09-30 | $710k | 10k | 69.55 |
| 2023-06-30 | $693k | 4.6k | 149.56 |
| 2023-03-31 | $707k | 4.6k | 155.29 |
| 2022-12-31 | $672k | 4.3k | 155.90 |
| 2022-09-30 | $482k | 3.4k | 141.43 |
| 2022-06-30 | $451k | 3.0k | 148.40 |
| 2022-03-31 | $440k | 2.6k | 168.00 |