Octavia Wealth Advisors, LLC Sempra Energy Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,479 shares of SRE stock, worth $285,591. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,479
Previous 6,635
47.57%
Holding current value
$285,591
Previous $473,000
44.4%
% of portfolio
0.03%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SRE
# of Institutions
1,311Shares Held
567MCall Options Held
3.66MPut Options Held
1.72M-
Vanguard Group Inc Valley Forge, PA66.3MShares$5.44 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY64.4MShares$5.28 Billion0.11% of portfolio
-
Capital International Investors Los Angeles, CA51.3MShares$4.21 Billion0.75% of portfolio
-
Wellington Management Group LLP Boston, MA48.7MShares$4 Billion0.69% of portfolio
-
State Street Corp Boston, MA33.2MShares$2.72 Billion0.1% of portfolio
About SEMPRA ENERGY
- Ticker SRE
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Diversified
- Shares Outstandng 314,310,016
- Market Cap $25.8B
- Description
- Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...