Sempra Energy shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sempra Energy by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $665k | 7.6k | 87.72 |
| 2024-09-30 | $634k | 7.6k | 83.63 |
| 2024-06-30 | $578k | 7.6k | 76.06 |
| 2022-06-30 | $114k | 756 | 150.79 |
| 2022-03-31 | $126k | 750 | 168.00 |
| 2021-12-31 | $80k | 607 | 131.80 |
| 2021-09-30 | $77k | 605 | 127.27 |
| 2021-06-30 | $76k | 574 | 132.40 |
| 2021-03-31 | $76k | 572 | 132.87 |
| 2020-12-31 | $86k | 672 | 127.98 |
| 2020-09-30 | $80k | 672 | 119.05 |
| 2020-06-30 | $80k | 683 | 117.13 |
| 2020-03-31 | $81k | 714 | 113.45 |
| 2019-12-31 | $86k | 570 | 150.88 |
| 2019-09-30 | $84k | 570 | 147.37 |
| 2019-06-30 | $74k | 532 | 139.10 |
| 2019-03-31 | $67k | 532 | 125.94 |
| 2018-12-31 | $58k | 532 | 109.02 |
| 2018-09-30 | $23k | 200 | 115.00 |
| 2018-06-30 | $23k | 200 | 115.00 |
| 2018-03-31 | $24k | 221 | 108.60 |
| 2017-12-31 | $24k | 221 | 108.60 |
| 2017-09-30 | $25k | 221 | 113.12 |
| 2017-06-30 | $22k | 200 | 110.00 |
| 2017-03-31 | $22k | 200 | 110.00 |
| 2016-12-31 | $20k | 200 | 100.00 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency