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Sempra Energy shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 2.2k 92.83
2025-09-30 $214k 2.3k 92.46

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Top funds holding Sempra Energy

BlackRock
Wellington Management Company
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Morgan Stanley
Capital Research and Management Company - Division 3
FMR
Geode Capital Management
Newport Trust
Invesco
Bank of America Corporation
Franklin Resources
Deutsche Bank Aktiengesellschaft
Northern Trust

View all funds holding Sempra Energy