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
↑ +65
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — SRE

Based on 1268 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,268 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+136 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

675 buying503 selling
Last quarter: 675 funds bought or added vs 503 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new SRE position: 118 → 129 → 166 → 174. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 16% new
826 out of 1,268 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.
📈

Growing discovery — still being found

148 → 118 → 129 → 166 → 174 new funds/Q
New funds entering each quarter: 118 → 129 → 166 → 174. A growing number of institutions are discovering SRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,292 holders: 891 (69%) are 2+ year veterans, 153 entered 1–2 years ago, and 248 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
68 of 1261 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — SRE

In 2026 Q1, 675 hedge funds were net buyers of SRE (174 opened a new position, 501 added to an existing one), while 503 reduced or exited (394 trimmed, 109 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in SRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +65 funds (more new holders than closures). Total institutional holders: 1268.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sempra (SRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SRE has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
SRE
nan%
XLU
-2.5%

SRE outperformed XLU by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SRE
nan%
XLU
+2.0%

Since the filing became public, SRE outperformed XLU by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

73 top-rated funds 5 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SRE
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1259 1203 4.66%
13F Shares 569M 606M -6.11%
Total Value $53.07B $52.47B 1.16%
New Positions 171 166 +5
Increased Positions 496 424 +72
Closed Positions 115 97 +18
Reduced Positions 386 395 -9
Total Calls 16 13 23.08%
Total Puts 14 11 27.27%
PUT/CALL Ratio 0.88 0.85 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.

QUARTER:
Top 25 SRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JCP Investment Management, LLC 6.90% 106,400 $10.4M
2 Voss Capital, LP 6.47% 1,255,000 $121.9M
3 Socorro Asset Management LP 5.09% 115,679 $11.2M
4 Perpetual Ltd 4.53% 3,039,155 $295.3M
5 Decade Renewable Partners LP 3.98% 66,200 $5.0M
6 Reaves W H & Co Inc 3.33% 2,068,019 $200.9M
7 Bcwm, LLC 3.29% 119,464 $11.6M
8 ANTIPODES PARTNERS Ltd 3.22% 1,722,592 $167.4M
9 Partners Group Holding AG 2.95% 410,561 $39.9M
10 Magellan Asset Management Ltd 2.85% 2,258,369 $219.4M
11 Newport Trust Company, LLC 2.68% 11,229,015 $1.09B
12 Merewether Investment Management, LP 2.66% 1,412,788 $137.3M
13 Watchtower Advisors, LP 2.46% 35,666 $3.5M
14 Werlinich Asset Management, LLC 2.25% 47,800 $4.6M
15 Duff & Phelps Investment Management Co 2.11% 2,086,667 $202.8M
16 Energy Income Partners, LLC 2.10% 1,342,678 $130.5M
17 Cambiar Investors LLC 1.96% 435,431 $42.3M
18 Woodley Farra Manion Portfolio Management Inc 1.92% 402,350 $39.4M
19 ABS Direct Equity Fund LLC 1.86% 25,000 $2.4M
20 SCP Investment, LP 1.68% 15,600 $1.5M
21 Bahl & Gaynor Inc 1.66% 3,395,158 $329.9M
22 Gw Henssler & Associates Ltd 1.65% 360,533 $35.0M
23 Zimmer Partners, LP 1.64% 699,600 $68.0M
24 Aigen Investment Management, LP 1.55% 62,030 $6.0M
25 Davidson Investment Advisors 1.53% 433,307 $30.9M
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 — 3 quarters in a row: For 3 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 — 57% buying: Last quarter: 675 funds bought or added vs 503 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 — 54% AUM from top-100 funds: 68 of 1261 holders are among the 100 largest funds by AUM, controlling 54% 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?

65% of holders stayed for 2+ years: 826 out of 1,268 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.

Is it too late to buy Sempra (SRE) following the 2026 Q1 hedge fund 13F filings?

As of today, SRE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the XLU sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SRE has gained nan% vs -2.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →