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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

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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
2025-09-30 $88k 981 89.98
2025-06-30 $74k 981 75.77
2025-03-31 $66k 918 71.36
2024-12-31 $83k 951 87.72
2024-09-30 $77k 921 83.63
2024-03-31 $66k 918 71.83
2023-12-31 $69k 918 74.73