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Sempra Energy shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Sempra Energy

Tip: Access up to 7 years of quarterly data

All positions including Sempra Energy held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sempra Energy by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $90k 1.3k 71.83
2023-12-31 $94k 1.3k 74.73
2023-09-30 $86k 1.3k 68.03
2023-06-30 $92k 629 145.59

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

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