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Sempra Energy shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $71k 980 72.45
2023-09-30 $66k 980 67.35

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View all positions for Briaud Financial Planning

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