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Sempra Energy shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $77k 921 83.63
2024-03-31 $66k 918 71.83
2023-12-31 $69k 918 74.73

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Sempra Energy

BlackRock
Vanguard Group
State Street Corporation
Morgan Stanley
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Franklin Resources
Neuberger Berman Group
T. Rowe Price Associates
Bank of New York Mellon
Bahl & Gaynor
Massachusetts Financial Services

View all funds holding Sempra Energy