AI summary pending
View Full Filing (SEC EDGAR)Sempra
$84.26+3.1%
+$9.8B
Net Activity
+18.64% total shares
Institutions Holding
1286
Popularity Rank
#323
Avg Weight
0.14%
Total Value
$57.5B
Market Cap
$55.1B
1286 institutions currently hold SRE, with 627 net buyers and 539 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
539
Net Buying Institutions
627
Top 5 by Value
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Across its top 20 institutional holders, SRE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 37/100).
SRE ranks #323 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SRE is a top-conviction position for Voss Capital, LP — at 8.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SRE belongs to BlackRock, Inc., but the position matters far more to Voss Capital, LP, who has 8.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
California State Teachers Retirement System has added to its SRE position for two straight quarters, increasing it by $921.7M to reach $996.1M today.
Capital International Investors has trimmed its SRE position for two straight quarters, cutting it by $3.2B while still holding $1.3B.
SRE is up 3.1% today, and institutions have been net buyers of $9.8B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
SRE posted net income of $2.0B over the trailing twelve months, and currently trades at a P/E of 28.2.
+$7.2B
Total Buy Value
$3.7B
Total Sell Value
627
Net Buyers
539
Net Sellers
SRE
Q2 2026
Top 5 Institutional Movers
Institutions accumulate $9.8B while insiders lean net-sellers
Signal Basis
13F filings show robust institutional net accumulation of approximately $9.83B with 627 net buyers versus 539 net sellers and 113 new positions opened; however, Form 4 data over 90 days reveals insiders sold $5.29M against only $577K in purchases (9 sells vs 3 buys), with net shares at -53,330 — a clear divergence between the two signals.
Confirmation
A pickup in insider buy value to exceed sell value in the next filing window, or sustained institutional accumulation in the subsequent quarter, would tip the balance toward a bullish read.
Invalidation Risk
Continued or accelerating insider selling alongside any reversal in institutional net flows would shift the bias bearish.
Compiled by AI directly from institutional holders' regulatory filings on SEC EDGAR; describes past institutional behavior only. Not a substitute for independent investment research.
See the institutional 13F filings behind this signalSRE does not currently show a 13F-and-insider convergence signal — its insider confidence score is 23/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
3
unique buyers
$577K
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Wold Dyan Z. | 2026-03-16 | $147K |
| Buy | Kirk Jennifer M | 2026-03-12 | $93K |
| Buy | MARK RICHARD J | 2026-03-11 | $251K |
| Buy | WARNER CYNTHIA J | 2026-03-11 | $232K |
| Sell | Sedgwick Karen L | 2026-03-09 | $111K |
| Sell | Sedgwick Karen L | 2026-03-09 | $250K |
| Sell | Sedgwick Karen L | 2026-03-09 | $90K |
| Sell | Martin Jeffrey W | 2026-01-05 | $1.79M |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)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)816851109
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