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Sempra Energy shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sempra Energy by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2k 26 83.62
2024-06-30 $14k 180 76.06
2024-03-31 $2.6k 36 71.83
2023-12-31 $1.9k 26 74.73

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Sempra Energy

BlackRock
BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
State Street Corporation
Morgan Stanley
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Franklin Resources
T. Rowe Price Associates
Neuberger Berman Group
Northern Trust

View all funds holding Sempra Energy