Sempra Energy shares owned by Wealth Alliance
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 5.7k | 89.98 |
| 2025-06-30 | $530k | 7.0k | 75.77 |
| 2025-03-31 | $511k | 7.2k | 71.36 |
| 2024-12-31 | $649k | 7.4k | 87.71 |
| 2024-09-30 | $631k | 7.5k | 83.63 |
| 2024-06-30 | $564k | 7.4k | 76.06 |
| 2024-03-31 | $491k | 6.8k | 71.83 |
| 2023-12-31 | $537k | 7.2k | 74.73 |
| 2023-09-30 | $443k | 6.5k | 68.03 |
| 2023-06-30 | $405k | 2.8k | 145.57 |
| 2023-03-31 | $450k | 3.0k | 151.14 |
| 2022-12-31 | $441k | 2.9k | 154.55 |
| 2022-09-30 | $432k | 2.9k | 150.12 |
| 2022-06-30 | $404k | 2.7k | 150.27 |
| 2022-03-31 | $450k | 2.7k | 168.16 |
| 2021-12-31 | $301k | 2.3k | 132.13 |
| 2021-09-30 | $324k | 2.6k | 126.41 |
| 2021-06-30 | $336k | 2.5k | 132.49 |
| 2021-03-31 | $331k | 2.5k | 132.40 |
| 2020-12-31 | $245k | 1.9k | 127.21 |
| 2020-09-30 | $237k | 2.0k | 118.20 |
| 2020-06-30 | $219k | 1.9k | 117.05 |