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Sempra Energy shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sempra Energy by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 47k 71.83
2023-12-31 $2.8M 38k 74.73
2023-09-30 $2.8M 41k 68.03
2023-06-30 $1.1M 7.7k 145.59
2020-06-30 $29k 246 117.89
2020-03-31 $9.0k 76 118.42
2019-12-31 $14k 91 153.85

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Top funds holding Sempra Energy

Vanguard Group
Wellington Management Company
Newport Trust
Norges Bank Investment Management
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Bank of America Corporation
Neuberger Berman Group
Legal & General Group
Franklin Resources
T. Rowe Price Associates
Bank of New York Mellon
Bahl & Gaynor
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Sempra Energy