Sempra Energy shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 2.5k | 89.97 |
| 2024-12-31 | $225k | 2.6k | 87.71 |
| 2024-09-30 | $200k | 2.4k | 83.63 |
| 2023-12-31 | $207k | 2.8k | 74.73 |
| 2023-03-31 | $206k | 1.4k | 151.16 |
| 2022-12-31 | $212k | 1.4k | 154.54 |
| 2022-09-30 | $205k | 1.4k | 150.29 |
| 2022-03-31 | $224k | 1.3k | 168.17 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management