Sempra Energy shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 4.0k | 89.98 |
| 2025-06-30 | $302k | 4.0k | 75.77 |
| 2020-06-30 | $421k | 3.6k | 117.24 |
| 2020-03-31 | $405k | 3.6k | 112.88 |
| 2019-12-31 | $543k | 3.6k | 151.42 |
| 2019-09-30 | $529k | 3.6k | 147.60 |
| 2019-06-30 | $530k | 3.9k | 137.41 |
| 2019-03-31 | $485k | 3.9k | 125.84 |
| 2018-12-31 | $471k | 4.4k | 108.08 |
More positions owned by Summit Wealth & Retirement Planning
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