Sempra Energy shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Sempra Energy
Tip: Access up to 7 years of quarterly data
All positions including Sempra Energy held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sempra Energy by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 23k | 88.29 |
| 2025-09-30 | $2.1M | 23k | 89.98 |
| 2025-06-30 | $1.1M | 15k | 75.77 |
| 2025-03-31 | $1.0M | 14k | 71.36 |
| 2024-12-31 | $1.2M | 15k | 83.99 |
| 2024-09-30 | $1.2M | 15k | 83.63 |
| 2024-06-30 | $1.1M | 15k | 76.06 |
| 2024-03-31 | $929k | 13k | 71.83 |
| 2023-12-31 | $1.5M | 20k | 74.73 |
| 2023-09-30 | $1.5M | 21k | 68.03 |
| 2023-06-30 | $1.7M | 12k | 145.59 |
| 2023-03-31 | $1.3M | 8.6k | 151.17 |
| 2022-12-31 | $1.2M | 7.9k | 154.54 |
| 2022-09-30 | $864k | 5.8k | 149.90 |
| 2022-06-30 | $960k | 6.4k | 150.23 |
| 2022-03-31 | $1.1M | 6.5k | 168.16 |
| 2021-12-31 | $1.1M | 8.3k | 132.32 |
| 2021-09-30 | $1.0M | 8.3k | 126.44 |
| 2021-06-30 | $1.1M | 8.2k | 132.54 |
| 2021-03-31 | $1.1M | 8.0k | 132.56 |
| 2020-12-31 | $669k | 5.2k | 127.45 |
| 2020-09-30 | $618k | 5.2k | 118.41 |
| 2020-06-30 | $486k | 4.1k | 117.28 |
| 2020-03-31 | $540k | 4.1k | 130.50 |
| 2019-12-31 | $859k | 5.8k | 149.03 |
| 2019-09-30 | $804k | 5.5k | 145.00 |
| 2019-06-30 | $787k | 5.7k | 137.44 |
| 2019-03-31 | $729k | 5.7k | 127.31 |
| 2018-12-31 | $648k | 5.7k | 113.17 |
| 2018-09-30 | $561k | 4.9k | 114.58 |
| 2018-06-30 | $512k | 4.6k | 112.13 |
| 2018-03-31 | $512k | 4.6k | 112.13 |
| 2017-12-31 | $540k | 5.0k | 107.66 |
| 2017-09-30 | $577k | 5.0k | 115.03 |
| 2017-06-30 | $1.1M | 9.5k | 112.79 |
| 2017-03-31 | $1.3M | 12k | 111.31 |
| 2016-12-31 | $1.2M | 11k | 109.23 |
| 2016-09-30 | $713k | 6.6k | 107.44 |
| 2016-06-30 | $758k | 6.6k | 114.23 |
| 2016-03-31 | $692k | 6.6k | 104.28 |
| 2015-12-31 | $625k | 6.6k | 94.18 |
| 2015-09-30 | $692k | 7.1k | 96.97 |
| 2015-06-30 | $827k | 8.4k | 98.97 |
| 2015-03-31 | $892k | 8.2k | 109.05 |
| 2014-12-31 | $911k | 8.2k | 111.37 |
| 2014-09-30 | $703k | 6.7k | 105.40 |
| 2014-06-30 | $698k | 6.7k | 104.65 |
| 2014-03-31 | $645k | 6.7k | 96.70 |
| 2013-12-31 | $598k | 6.7k | 89.66 |
| 2011-09-30 | $864k | 5.8k | 149.90 |