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Sempra Energy shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sempra Energy by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 2.4k 88.29
2024-12-31 $201k 2.3k 87.72
2024-06-30 $128k 1.7k 76.06

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Sempra Energy

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Wellington Management Company
State Street Corporation
FMR
Geode Capital Management
Newport Trust
Jpmorgan Chase & Co
Norges Bank Investment Management
Invesco
Deutsche Bank Aktiengesellschaft
Franklin Resources
Northern Trust
Legal & General Group

View all funds holding Sempra Energy