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Sempra Energy shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $248k 2.6k 97.17
2025-09-30 $225k 2.5k 89.98

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Top funds holding Sempra Energy

Vanguard Group
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

View all funds holding Sempra Energy