
What smart money is saying about Sempra Energy
1 fund in our archive has pitched Sempra Energy, most recently Voss Value Fund in March 2026.
Sempra, an energy holding company founded in 1998 and headquartered in San Diego, California, conducts its operations both domestically and internationally. The firm adopted its current name in July 2021, having previously been known as Sempra Energy. Through its San Diego Gas & Electric Company division, Sempra delivers electricity to approximately 3.6 million individuals and natural gas to roughly 3.3 million individuals across a 4,100 square mile service area. The Southern California Gas Company segment manages an extensive natural gas network, encompassing distribution, transmission, and storage infrastructure, which supplies gas to an estimated 22 million people within a 24,000 square mile territory. Furthermore, Sempra's Texas Utilities division specializes in the regulated transmission and distribution of electrical power, serving 3.8 million residential and commercial customers. This segment oversees 140,000 miles of transmission and distribution lines, including 18,249 circuit miles of transmission lines and 1,174 transmission and distribution substations. It also features interconnections to 130 third-party power generation facilities with a combined capacity of 45,403 megawatts.
Get an email when a fund buys, sells or pitches it
Position history
Between Q3 2025 and Q1 2026, 2 fund letters reported a position in Sempra Energy, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsVoss Value FundMarch 2026
“New Core Long: Semra Energy (SRE) Voss has accumulated a significant position in Sempra Energy (NYSE: SRE).”
Sempra Energy - September 2025
“Utilities also helped. Sempra, one of our larger positions and a significant active weight versus the benchmark, saw double-digit gains in the quarter as it continued to regain investors’ confidence after resetting its 2025 earnings guidance earlier in the year.”
Sempra Energy
Fund coverage · 1 thesis
- Voss Value FundMarch 2026
Sempra Energy is a simplified sum-of-the-parts opportunity driven by Oncor’s high-growth regulated transmission business, California utility re-rating, and value unlocks from a potential spin-off and asset sales.
Read the full thesis
Read every full thesis on Sempra Energy
Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→