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Sempra Energy shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Sempra Energy

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All positions including Sempra Energy held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 42k 71.83
2023-12-31 $3.2M 43k 74.73
2023-09-30 $3.0M 44k 68.03
2023-06-30 $3.2M 22k 145.59
2023-03-31 $3.3M 22k 151.16

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Top funds holding Sempra Energy

Vanguard Group
Wellington Management Company
Newport Trust
Norges Bank Investment Management
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Bank of America Corporation
Neuberger Berman Group
Legal & General Group
Franklin Resources
T. Rowe Price Associates
Bank of New York Mellon
Bahl & Gaynor
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Sempra Energy