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Sempra Energy shares owned by PDS Planning

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Sempra Energy

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All positions including Sempra Energy held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 3.2k 71.83
2023-09-30 $211k 3.1k 68.03
2023-06-30 $215k 1.5k 145.59

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Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Sempra Energy

BlackRock
Vanguard Group
Wellington Management Company
Morgan Stanley
FMR
Newport Trust
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Legal & General Group
Neuberger Berman Group
Franklin Resources
Northern Trust
T. Rowe Price Associates

View all funds holding Sempra Energy