SRE SEMPRA ENERGY COM

Ownership history in SHELL ASSET MANAGEMENT CO  ·  91 quarters on record

This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO reported a position in SEMPRA ENERGY COM (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.

Peak position
0.33% (2005 Q3)
Avg. % of fund
0.11%
First filed
2002 Q4
Last filed
2025 Q2
Quarters held
91
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 38,789 -1,394 -3.5% 0.10% $2.9M $74.17
2025 Q1 REDUCED 40,183 -1,768 -4.2% 0.14% $2.9M $69.25
2024 Q4 UNCHANGED 41,951 0% 0.16% $3.7M $84.35
2024 Q3 REDUCED 41,951 -5,223 -11.1% 0.15% $3.5M $79.87
2024 Q2 REDUCED 47,174 -3,780 -7.4% 0.16% $3.6M $72.10
2024 Q1 ADDED 50,954 +12,192 +31.5% 0.16% $3.7M $67.54
2023 Q4 REDUCED 38,762 -51,793 -57.2% 0.13% $2.9M $69.65
2023 Q3 ADDED 90,555 +40,023 +79.2% 0.25% $6.2M $62.89
2023 Q2 ADDED 50,532 +2,366 +4.9% 0.29% $7.4M $66.19
2023 Q1 ADDED 48,166 +10,352 +27.4% 0.30% $7.3M $68.72
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% of Fund (quarterly)    SRE price (monthly, adj. close)
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