SVA Plumb Wealth Management »

Sempra Energy shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sempra Energy by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $383k 3.0k 127.41

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Sempra Energy

BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
FMR
ClearBridge Advisors
Newport Trust
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Franklin Resources
T. Rowe Price Associates
Legal & General Group

View all funds holding Sempra Energy