SRE

Sempra

+$3.8B

Net Activity

Institutions Holding

1267

Popularity Rank

#304

Avg Weight

0.16%

Total Value

$57.2B

Ownership Trend

1267 institutions currently hold SRE, with 653 net buyers and 473 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

473

Net Buying Institutions

653

Key Holders

View all 1267 holding institutions

Quarterly Activity

Recent Activity

+$32.2B

Total Buy Value

$20.7B

Total Sell Value

New buy148
Trim387
Add505
Sold out86

653

Net Buyers

473

Net Sellers

Game Theory Scenarios

NeutralWait & Watch

NET NEUTRAL: Institutional Accumulation Offset by Insider Selling

Signal Basis

13F data for Q1 2026 shows a net increase of $3.8B (653 buyers vs 473 sellers). However, insider trades over 90 days reveal net selling of $5.3M (9 sells vs 3 buys), though a rare cluster of 3 buys occurred in March.

Confirmation

A shift to sustained insider net buying will signal alignment with institutional accumulation.

Invalidation Risk

Institutional distribution or accelerated insider selling would break neutrality.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

2390d confidence

3

unique buyers

$577K

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Jan 25
Apr 25
Aug 25
Jan 26
BuySell
操作內部人交易日金額
賣出Wold Dyan Z.2026-03-16$147K
買入Kirk Jennifer M2026-03-12$93K
買入MARK RICHARD J2026-03-11$251K
買入WARNER CYNTHIA J2026-03-11$232K
賣出Sedgwick Karen L2026-03-09$111K
賣出Sedgwick Karen L2026-03-09$250K
賣出Sedgwick Karen L2026-03-09$90K
賣出Martin Jeffrey W2026-01-05$1.79M

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-09
2026-07-09

Sempra announced that Justin C. Bird will become its new Executive Vice President and Chief Financial Officer, effective around the closing of its planned sale of a portion of its stake in Sempra Infrastructure Partners, expected in the third quarter of 2026. Bird, a 20-plus-year Sempra veteran, replaces Karen L. Sedgwick, who is moving to lead Southern California Gas Company as its CEO and President. His compensation will not change with this appointment.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding SEMPRA (SRE)?
Major stakeholders currently include BlackRock, Inc. ($5.8B), Wellington Management Group LLP ($4.5B), Vanguard Capital Management LLC ($4.1B). Based on the latest 13F filings, there are a total of 1267 tracked investment funds and institutions maintaining positions in SRE.
What is the overall institutional sentiment toward SRE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.8B, driven by 653 managers accumulating shares while 473 reduced their exposure.
Which institutions have been selling or reducing their SRE positions?
In the latest period, 387 funds trimmed their holdings, and 86 managers completely exited their positions. The aggregate reported sell value was $20.7B.
Are there any notable investors adding SRE to their portfolios?
Yes, buying activity remains notable. 148 institutions opened new positions in {ticker}, and 505 existing holders added to their shares. The total reported buy value for the quarter amounted to $32.2B.

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