Ownership history in Advisor Resource Council · 10 quarters on record
This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in SEMPRA ENERGY (SRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 23,564 | +94 | +0.4% | 0.72% | $2.0M | $87.68 |
| 2025 Q2 | REDUCED | 23,470 | -3,077 | -11.6% | 0.69% | $1.8M | $74.17 |
| 2025 Q1 | ADDED | 26,547 | +1,680 | +6.8% | 0.02% | $221K | $69.25 |
| 2024 Q3 | ADDED | 24,867 | +442 | +1.8% | 0.94% | $2.1M | $79.87 |
| 2024 Q2 | ADDED | 24,425 | +597 | +2.5% | 0.00% | $1.9M | $72.10 |
| 2024 Q1 | ADDED | 23,828 | +134 | +0.6% | 0.75% | $1.8M | $67.54 |
| 2023 Q3 | ADDED | 23,694 | +11,847 | +100.0% | 0.83% | $1.6M | $62.89 |
| 2023 Q2 | REDUCED | 11,847 | -238 | -2.0% | 0.78% | $1.7M | $66.19 |
| 2023 Q1 | ADDED | 12,085 | +11,947 | +8657.2% | 0.47% | $1.9M | $68.72 |
| 2021 Q2 | INITIATED | 138 | — | — | 0.01% | $138K | $56.57 |
As of 2025 Q4 — sorted by position size