Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SEMPRA (SRE)

1K + Investors. Track Smart Money conviction in SRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — SRE

Based on 1122 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,122 hedge funds hold SRE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SRE is almost the same as a year ago (+15 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

566 buying463 selling
Last quarter: 566 funds bought or added vs 463 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new SRE position: 141 → 107 → 119 → 152. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 14% new
775 out of 1,122 hedge funds have held SRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~152 new funds/quarter

166 → 141 → 107 → 119 → 152 new funds/Q
New funds entering each quarter: 141 → 107 → 119 → 152. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 1,142 current holders: 801 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
46 of 1122 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in SRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SRE

How many hedge funds hold SRE — quarterly history vs. share price
Quarterly hedge fund ownership of SRE vs. share price

Market Analysis: SRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

114 top-rated funds 7 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: SRE
2026 Q1 Stats Unlock in 19 days 1K + Investors

Track Smart Money conviction in SRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1142 1092 4.58%
13F Shares 595M 595M -0.07%
Total Value $51.64B $52.57B -1.77%
New Positions 154 119 +35
Increased Positions 439 438 +1
Closed Positions 96 106 -10
Reduced Positions 410 414 -4
Total Calls 13 23 -43.48%
Total Puts 11 20 -45.0%
PUT/CALL Ratio 0.85 0.87 Neutral

Statistics: SRE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRE. Verified SEC 13F-HR filings.

Top 25 institutional holders of SRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Perpetual Ltd 4.53% 3,039,155 $295.3M
2 Werlinich Asset Management, LLC 2.25% 47,800 $4.6M
3 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2.11% 2,086,667 $202.8M
4 A. D. Beadell Investment Counsel, Inc. 1.81% 29,170 $3K
5 DAVIDSON INVESTMENT ADVISORS 1.53% 433,307 $30.9M
6 CCG WEALTH MANAGEMENT, LLC 1.43% 54,142 $5.3M
7 Asset Planning,Inc 1.39% 20,102 $2.0M
8 Munich Reinsurance Co Stock Corp in Munich 1.33% 555,569 $54.0M
9 MITCHELL & PAHL PRIVATE WEALTH, LLC 1.25% 31,595 $3.1M
10 ZWJ INVESTMENT COUNSEL INC 1.18% 336,588 $32.7M
11 HENNESSY ADVISORS INC 0.98% 279,380 $27.1M
12 SevenBridge Financial Group, LLC 0.96% 66,670 $6.2M
13 Orin Green Financial, LLC 0.95% 23,939 $2.3M
14 STOCK YARDS BANK & TRUST CO 0.88% 290,417 $28.2M
15 Nippon Life Global Investors Americas, Inc. 0.83% 188,630 $18.4M
16 LAZARI CAPITAL MANAGEMENT, INC. 0.82% 24,302 $2.4M
17 DEFINED WEALTH MANAGEMENT, LLC 0.82% 14,375 $1.4M
18 SWP FINANCIAL LLC 0.76% 15,313 $1.5M
19 TI-TRUST, INC 0.70% 12,040 $1.2M
20 JEPPSON WEALTH MANAGEMENT, LLC 0.69% 22,730 $2.2M
21 MKT Advisors LLC 0.69% 20,799 $2.0M
22 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.59% 9,154 $890K
23 NBC SECURITIES, INC. 0.58% 79,155 $7.7M
24 Bedminster, LLC 0.57% 6,283 $611K
25 Third View Private Wealth, LLC 0.56% 41,947 $4.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SEMPRA (SRE)

What does the Smart Money Trend signal show for SRE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRE?

Slight buying edge — 55% buying: Last quarter: 566 funds bought or added vs 463 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SRE holders?

Elite ownership — 67% AUM from top-100 funds: 46 of 1122 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in SRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SRE?

69% of holders stayed for 2+ years: 775 out of 1,122 hedge funds have held SRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.