Advisor OS »

Sempra Energy shares owned by Advisor OS

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2024-03-31 $466k 6.5k 71.85

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Northrop Grumman Corporation (NOC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Advisor OS

Top funds holding Sempra Energy

BlackRock
Vanguard Group
Wellington Management Company
Morgan Stanley
FMR
Newport Trust
ClearBridge Advisors
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Legal & General Group
Neuberger Berman Group
Franklin Resources
Northern Trust
T. Rowe Price Associates

View all funds holding Sempra Energy