Sempra Energy shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $705k | 7.8k | 89.98 |
| 2025-06-30 | $266k | 3.5k | 76.42 |
| 2025-03-31 | $478k | 6.6k | 72.01 |
| 2024-12-31 | $563k | 6.4k | 88.34 |
| 2024-09-30 | $538k | 6.4k | 84.25 |
| 2024-06-30 | $387k | 5.0k | 76.68 |
| 2024-03-31 | $294k | 4.1k | 72.45 |
| 2023-12-31 | $283k | 3.8k | 75.27 |
| 2023-09-30 | $264k | 3.9k | 68.63 |
| 2023-06-30 | $280k | 1.9k | 145.59 |
| 2023-03-31 | $293k | 1.9k | 152.34 |
| 2022-12-31 | $283k | 1.8k | 155.69 |
| 2022-09-30 | $268k | 1.8k | 151.16 |
| 2022-06-30 | $269k | 1.8k | 150.28 |
| 2022-03-31 | $333k | 2.0k | 169.47 |
| 2021-12-31 | $262k | 2.0k | 133.33 |
| 2021-09-30 | $276k | 2.2k | 127.48 |
| 2021-06-30 | $287k | 2.2k | 132.56 |
| 2021-03-31 | $289k | 2.2k | 133.49 |
| 2020-12-31 | $277k | 2.2k | 128.30 |