Petra Financial Advisors Inc. Acquires New Position in Sempra Energy $SRE

Posted by Geri Gentry on Jul 22nd, 2026

Petra Financial Advisors Inc. acquired a new position in shares of Sempra Energy (NYSE:SRE – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 6,032 shares of the utilities provider’s stock, valued at approximately $586,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Empowered Funds LLC increased its holdings in Sempra Energy by 52.5% in the first quarter. Empowered Funds LLC now owns 18,008 shares of the utilities provider’s stock valued at $1,285,000 after buying an additional 6,196 shares in the last quarter. Woodline Partners LP boosted its stake in shares of Sempra Energy by 40.7% during the 1st quarter. Woodline Partners LP now owns 53,512 shares of the utilities provider’s stock worth $3,819,000 after acquiring an additional 15,474 shares in the last quarter. Baird Financial Group Inc. boosted its stake in shares of Sempra Energy by 6.2% during the 2nd quarter. Baird Financial Group Inc. now owns 14,699 shares of the utilities provider’s stock worth $1,114,000 after acquiring an additional 858 shares in the last quarter. Cary Street Partners Financial LLC grew its holdings in shares of Sempra Energy by 78.5% in the 2nd quarter. Cary Street Partners Financial LLC now owns 771 shares of the utilities provider’s stock worth $58,000 after acquiring an additional 339 shares during the period. Finally, Sei Investments Co. increased its stake in Sempra Energy by 80.0% in the 2nd quarter. Sei Investments Co. now owns 423,280 shares of the utilities provider’s stock valued at $32,072,000 after purchasing an additional 188,131 shares in the last quarter. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Caroline Ann Winn sold 8,000 shares of the business’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $90.55, for a total value of $724,400.00. Following the completion of the transaction, the executive vice president owned 25,164 shares of the company’s stock, valued at approximately $2,278,600.20. The trade was a 24.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Pablo Ferrero sold 2,600 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $89.53, for a total transaction of $232,778.00. Following the completion of the transaction, the director owned 15,423 shares in the company, valued at approximately $1,380,821.19. This trade represents a 14.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,900 shares of company stock worth $1,261,207 over the last three months. 0.31% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on SRE. Wall Street Zen cut Sempra Energy from a “hold” rating to a “sell” rating in a report on Saturday, July 4th. Wells Fargo & Company reissued an “overweight” rating and issued a $118.00 target price on shares of Sempra Energy in a report on Tuesday, April 21st. Barclays dropped their price target on Sempra Energy from $105.00 to $103.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Jefferies Financial Group set a $101.00 price target on Sempra Energy in a research note on Thursday, July 16th. Finally, TD Cowen initiated coverage on shares of Sempra Energy in a research report on Wednesday, July 8th. They issued a “buy” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $104.08.

Get Our Latest Stock Analysis on SRE

Sempra Energy Trading Down 0.2%

Shares of SRE opened at $90.48 on Wednesday. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.69 and a quick ratio of 1.66. Sempra Energy has a 1-year low of $78.21 and a 1-year high of $101.04. The stock has a market cap of $59.15 billion, a price-to-earnings ratio of 30.67, a price-to-earnings-growth ratio of 2.18 and a beta of 0.56. The firm has a 50 day simple moving average of $91.84 and a 200-day simple moving average of $92.35.

Sempra Energy (NYSE:SRE – Get Free Report) last posted its earnings results on Thursday, May 7th. The utilities provider reported $1.51 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.51. The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $4.10 billion. Sempra Energy had a return on equity of 8.20% and a net margin of 14.31%.Sempra Energy’s revenue was down 3.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.44 EPS. Sempra Energy has set its FY 2027 guidance at 5.100-5.700 EPS and its FY 2026 guidance at 4.870-5.370 EPS. Equities analysts forecast that Sempra Energy will post 5.12 EPS for the current fiscal year.

Sempra Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Thursday, June 25th were given a $0.6575 dividend. This represents a $2.63 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Thursday, June 25th. Sempra Energy’s dividend payout ratio is currently 89.15%.

About Sempra Energy

(Free Report)

Sempra Energy is a San Diego–based energy infrastructure company that develops, owns and operates businesses delivering electricity and natural gas. Its operations include regulated utility services that provide electric and gas distribution to residential, commercial and industrial customers, as well as non‑regulated infrastructure businesses that develop and manage large-scale energy assets.

The company’s product and service portfolio spans electricity and natural gas delivery, transmission and storage, liquefied natural gas (LNG) facilities, power generation and electric transmission projects.