SEMPRA ENERGY

$SRE
Smart money positioned

24 of the Top-200 alpha managers hold $SRE as of the latest 13F snapshot.

13F holders
1,223
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

24 holders · Q1 2026

$SRE is held by 24 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.22%, with an average of 0.18% of portfolio. Largest holder: Elefante Mark B at 3.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,223 · Source: 13F-HR
01
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.87% of portfolio
38,969,592 sh
02
Litman Gregory Wealth Management LLC
0.45% of portfolio
37,509,096 sh
03
Axa S.a.
0.13% of portfolio
37,302,515 sh
04
State Street
0.11% of portfolio
36,810,449 sh
05
Bank of Nova Scotia Trust Co.
0.49% of portfolio
11,516,290 sh
06
Geneva Partners, LLC
2.68% of portfolio
11,229,015 sh
07
ProShare Advisors LLC
0.10% of portfolio
10,362,712 sh
08
US Bancorp De
0.14% of portfolio
9,397,953 sh
09
Menlo Advisors LLC
0.56% of portfolio
6,638,124 sh
10
Evergreen Capital Management LLC
0.09% of portfolio
6,589,803 sh
See all 1,223 13F holders · Pro →

Insider activity · last 90 days

29 transactions · 15 filers
05 Jan 2026
Martin Jeffrey W
▼ SOLD
300
$88.93
S
05 Jan 2026
Martin Jeffrey W
▼ SOLD
2,278
$87.74
S
05 Jan 2026
Martin Jeffrey W
▼ SOLD
20,533
$87.13
S
02 Jan 2026
Martin Jeffrey W
▼ SOLD
27,606
$89.38
S
02 Jan 2026
Martin Jeffrey W
▼ SOLD
2,394
$88.31
S
24 Nov 2025
Sedgwick Karen L
▼ SOLD
7,564
$92.29
S
19 Nov 2025
Wold Dyan Z.
▼ SOLD
1,510
$91.38
S
19 Nov 2025
Winn Caroline Ann
▼ SOLD
500
$91.70
S
18 Nov 2025
Winn Caroline Ann
▼ SOLD
5,500
$91.58
S
07 Nov 2025
Larroque Alexander Lisa
▼ SOLD
4,322
$92.55
S
29 Sep 2025
Sagara Kevin C.
▼ SOLD
14,433
$89.50
S
15 Sep 2025
Sagara Kevin C.
▼ SOLD
17,224
$84.51
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

14 disclosures · STOCK Act
House · California · Traded Nov 14
BOUGHT
$1K–$15K
Dec 8STOCK
House · Michigan · Traded Oct 30
BOUGHT
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
SOLD
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 31
SOLD
$1K–$15K
Nov 21STOCK
House · California · Traded Oct 17
BOUGHT
$1K–$15K
Nov 14STOCK
House · Texas · Traded Sep 25
SOLD
$1K–$15K
Oct 7STOCK
House · Oregon · Traded Jun 26
SOLD
$1K–$15K
Sep 12STOCK
House · Oregon · Traded Oct 29
BOUGHT
$1K–$15K
Sep 12STOCK
House · New York · Traded Sep 26
BOUGHT
$1K–$15K
Aug 20STOCK
House · Michigan · Traded Jun 17
BOUGHT
$1K–$15K
Aug 13STOCK
See full $SRE Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:10 UTC.