Sempra Energy shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $351k | 5.2k | 68.03 |
| 2023-03-31 | $390k | 2.6k | 151.16 |
| 2022-12-31 | $418k | 2.6k | 162.06 |
| 2022-09-30 | $381k | 2.6k | 147.73 |
| 2022-06-30 | $388k | 2.6k | 150.45 |
| 2022-03-31 | $433k | 2.6k | 167.89 |
| 2021-12-31 | $354k | 2.7k | 132.34 |
| 2021-09-30 | $339k | 2.7k | 125.70 |
| 2021-06-30 | $366k | 2.7k | 134.21 |
| 2021-03-31 | $382k | 2.8k | 134.22 |
| 2018-09-30 | $139k | 1.2k | 113.38 |
| 2018-03-31 | $59k | 526 | 112.17 |
| 2014-03-31 | $999 | 12 | 83.33 |
| 2013-12-31 | $999 | 12 | 83.33 |
| 2013-09-30 | $1.0k | 12 | 85.58 |
| 2013-06-30 | $981 | 12 | 81.75 |