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Sempra Energy shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.3M 30k 77.96

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Top funds holding Sempra Energy

BlackRock
Wellington Management Company
Vanguard Capital Management
Vanguard Portfolio Management
Jpmorgan Chase & Co
FMR
Geode Capital Management
Capital Research and Management Company - Division 3
Invesco
Newport Trust
Bank of America Corporation
Franklin Resources
Deutsche Bank Aktiengesellschaft
Norges Bank Investment Management
Northern Trust

View all funds holding Sempra Energy