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Of the 16 tracked institutions holding SRE, 9 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, SRE (SEMPRA) is held with a combined value of $24.73B across 261,293,521 shares. The largest holder is VANGUARD GROUP INC with a position worth $6.77B (0.10% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$24.73B
Total Shares Held
261,293,521
Institutional Holders
16
% of Shares Outstanding
40.0%
of 653.69M shares · SEC 2026-05-04
Days to Cover
4.9-6.7%
13.66M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 40.0% of SRE's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-05-04), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$8.98K
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Caroline Ann Winn | S | Sale | 100 | $8.98K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $6.77B | 0.10% | +1.3% |
| 2 | BlackRock, Inc. | $5.82B | 0.10% | +4.2% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $4.48B | 0.84% | -1.1% |
| 4 | STATE STREET CORP | $3.65B | 0.13% | +1.3% |
| 5 | FMR LLC | $1.80B | 0.10% | +1.8% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $893.09M | 0.10% | -4.1% |
| 7 | Capital Research Global Investors | $513.65M | 0.08% | +560.8% |
| 8 | MILLENNIUM MANAGEMENT LLC | $215.43M | 0.09% | -11.2% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $150.24M | 0.23% | -11.9% |
| 10 | CITADEL ADVISORS LLC | $122.88M | 0.09% | +45.6% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Julie Johnson | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SRE with a position worth $6.77B, representing 0.10% of their portfolio. In total, 16 institutional investors hold SRE with a combined value of $24.73B.
In the most recent quarter, 2 funds opened a new position in SRE. Additionally, 9 increased their holdings and 5 reduced their positions.
Institutional investors hold $24.73B worth of SRE stock across 16 positions. The largest institutional holder is VANGUARD GROUP INC with $6.77B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SRE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SRE positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Sep 25, 2025 |
| Valerie Hoyle | Sell | Jun 26, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
| Rob Bresnahan | Buy | Apr 8, 2025 |
| Rob Bresnahan | Sell | Feb 25, 2025 |
Showing 8 of 12. STOCK Act disclosures lag up to 45 days.
Last Close
$92.98
2026-07-24
YTD
+3.6%
68% of 52-week range
