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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/SRE

SRE

SRE 13F Ownership Report

Sempra

+$4.2B

Net Activity

Institutions Holding

1268

Popularity Rank

#304

Avg Weight

0.16%

Total Value

$57.2B

Data as ofMar 2026

Ownership Trend

1268 institutions currently hold SRE, with 654 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

654

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$5.8B
WM
Wellington Management Group LLP
$4.5B
VC
Vanguard Capital Management LLC
$4.1B
SS
State Street CORP
$3.6B
VP
Vanguard Portfolio Management LLC
$2.7B

Top 5 by Conviction

PL
Perpetual Ltd
4.53%
RW
Reaves W H & Co INC
3.33%
AP
ANTIPODES PARTNERS Ltd
3.22%
MA
Magellan Asset Management Ltd
2.85%
NT
Newport Trust Company, LLC
2.68%
View all 1268 holding institutions

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 20/100).

Quarterly Activity

Recent Activity

+$32.4B

Total Buy Value

$20.7B

Total Sell Value

New buy148
Trim387
Add506
Sold out86

654

Net Buyers

473

Net Sellers

Game Theory Scenarios

Neutral— Wait & Watch

Institutions accumulate while insiders trim, mixed signals

Signal Basis

Institutional 13F shows net buyer count of 654 vs 473 sellers and a $4.2B net value increase; insider trading over 90 days is net selling of $5.3M, though a 30-day cluster of 3 buyers hints at some insider interest, but overall net shares are negative.

Confirmation

A clearer trend would require either continued institutional buying coupled with a halt in insider selling, or a reversal in insider sentiment toward net buying.

Invalidation Risk

If insider selling accelerates or institutions begin to distribute, the balance would tilt bearish; sustained insider buying alongside institutional accumulation would shift to bullish.

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 signal

Smart Money Convergence

SRE 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.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/SRE

Insider Trading (Form 4)

2390d confidence

3

unique buyers

$577K

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Jan 25
Apr 25
Aug 25
Jan 26
BuySell
ActionInsiderTitleDateValue
SellWold Dyan Z.VP, Controller and CAO2026-03-16$147K
BuyKirk Jennifer MDirector2026-03-12$93K
BuyMARK RICHARD JDirector2026-03-11$251K
BuyWARNER CYNTHIA JDirector2026-03-11$232K
SellSedgwick Karen LExecutive VP and CFO2026-03-09$111K
SellSedgwick Karen LExecutive VP and CFO2026-03-09$250K
SellSedgwick Karen LExecutive VP and CFO2026-03-09$90K
SellMartin Jeffrey WChairman, CEO and President2026-01-05$1.79M
View all insider trades →

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

CUSIP

816851109

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 1268 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 $4.2B, driven by 654 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 506 existing holders added to their shares. The total reported buy value for the quarter amounted to $32.4B.

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Developer Access

Access SRE's institutional ownership data programmatically:

REST API

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CLI

npx alphasmo stocks get SRE
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