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
↑ +12
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — SRE

Based on 1284 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
1,284 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 — +15% more funds vs a year ago

fund count last 6Q
+167 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

633 buying554 selling
Last quarter: 633 funds bought or added vs 554 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.
⚠️

Fewer new buyers each quarter (-48 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 130 → 167 → 176 → 128. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
844 out of 1,284 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.
💎

Buying through price weakness — shares +18%, value +1%

Value
+1%
Shares
+18%
Last quarter: funds added +18% more shares while total portfolio value only changed +1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~128 new funds/quarter

119 → 130 → 167 → 176 → 128 new funds/Q
New funds entering each quarter: 130 → 167 → 176 → 128. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,301 holders: 910 (70%) are 2+ year veterans, 156 entered 1–2 years ago, and 235 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
69 of 1278 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.
3.6
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 Q2, 633 hedge funds were net buyers of SRE (128 opened a new position, 505 added to an existing one), while 554 reduced or exited (438 trimmed, 116 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in SRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 1284.

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 Q2 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 June 30, 2026 · 87d ago
SRE
-15.6%
XLU
-11.7%

SRE outperformed XLU by -3.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
SRE
-9.4%
XLU
-9.6%

Since the filing became public, SRE outperformed XLU by +0.2% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 7 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.4
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1269 1272 -0.24%
13F Shares 602M 589M 2.26%
Total Value $54.27B $54.48B -0.39%
New Positions 124 176 -52
Increased Positions 494 500 -6
Closed Positions 121 109 +12
Reduced Positions 436 388 +48
Total Calls 13 16 -18.75%
Total Puts 9 14 -35.71%
PUT/CALL Ratio 0.69 0.88 Bullish

Statistics: SRE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Voss Capital, LP 8.77% 2,036,737 $188.8M
2 Watchtower Advisors, LP 5.86% 113,500 $10.5M
3 Magellan Asset Management Ltd 4.65% 2,242,974 $207.9M
4 Harrison Street Private Wealth LLC 4.51% 34,494 $3.2M
5 Socorro Asset Management LP 4.01% 96,289 $8.9M
6 Perpetual Ltd 3.75% 2,834,701 $262.8M
7 ABS Direct Equity Fund LLC 3.38% 50,093 $5.4M
8 ABS Investment Management LLC 3.38% 50,093 $5.4M
9 Bcwm, LLC 3.32% 122,291 $11.3M
10 ANTIPODES PARTNERS Ltd 3.01% 1,773,357 $164.4M
11 Reaves W H & Co Inc 2.67% 1,898,237 $176.0M
12 Partners Group Holding AG 2.53% 400,785 $37.2M
13 Rnc Capital Management LLC 2.47% 579,918 $56.4M
14 Newport Trust Company, LLC 2.45% 10,941,399 $1.01B
15 Energy Income Partners, LLC 2.00% 1,370,004 $127.0M
16 Zimmer Partners, LP 1.96% 918,800 $85.2M
17 Woodley Farra Manion Portfolio Management Inc 1.82% 404,757 $37.8M
18 Duff & Phelps Investment Management Co 1.80% 2,055,243 $190.5M
19 Cambiar Investors LLC 1.73% 430,295 $39.9M
20 Werlinich Asset Management, LLC 1.69% 47,800 $4.4M
21 Davidson Investment Advisors 1.57% 414,833 $38.5M
22 SCP Investment, LP 1.50% 17,600 $1.6M
23 Gw Henssler & Associates Ltd 1.50% 364,020 $33.7M
24 Kayne Anderson Capital Advisors LP 1.44% 791,520 $73.4M
25 Bahl & Gaynor LLC 1.30% 3,038,636 $281.7M
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 — 4 quarters in a row: For 4 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 — 53% buying: Last quarter: 633 funds bought or added vs 554 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: 69 of 1278 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?

66% of holders stayed for 2+ years: 844 out of 1,284 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 Q2 hedge fund 13F filings?

As of today, SRE has moved -9.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.6% for the XLU sector ETF — an outperformance of +0.2%. Since the quarter end (June 30, 2026), SRE has gained -15.6% vs -11.7% 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.

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