CI Investments Inc. Buys 9,252 Shares of Sempra Energy $SRE

Posted by Brian Himes on Jul 22nd, 2026

CI Investments Inc. raised its stake in Sempra Energy (NYSE:SRE – Free Report) by 1.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 548,851 shares of the utilities provider’s stock after buying an additional 9,252 shares during the quarter. CI Investments Inc.’s holdings in Sempra Energy were worth $53,332,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bell Investment Advisors Inc boosted its stake in Sempra Energy by 79.5% during the 1st quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock worth $25,000 after acquiring an additional 116 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in Sempra Energy during the fourth quarter valued at approximately $26,000. Clal Insurance Enterprises Holdings Ltd increased its stake in Sempra Energy by 57.7% in the fourth quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock valued at $31,000 after purchasing an additional 127 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its stake in Sempra Energy by 83.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 355 shares of the utilities provider’s stock valued at $32,000 after purchasing an additional 161 shares in the last quarter. Finally, Key Financial Inc raised its holdings in Sempra Energy by 73.6% in the fourth quarter. Key Financial Inc now owns 361 shares of the utilities provider’s stock worth $32,000 after purchasing an additional 153 shares during the period. Institutional investors own 89.65% of the company’s stock.

Insider Buying and Selling

In other news, EVP Caroline Ann Winn sold 8,000 shares of the business’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $90.55, for a total value of $724,400.00. Following the sale, the executive vice president directly owned 25,164 shares in the company, valued at $2,278,600.20. The trade was a 24.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Diana L. Day sold 3,300 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $92.13, for a total value of $304,029.00. Following the completion of the sale, the insider owned 22,870 shares in the company, valued at approximately $2,107,013.10. This trade represents a 12.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 13,900 shares of company stock valued at $1,261,207. Company insiders own 0.31% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. BMO Capital Markets reduced their price target on shares of Sempra Energy from $105.00 to $103.00 and set an “outperform” rating on the stock in a research report on Monday, May 11th. TD Cowen initiated coverage on shares of Sempra Energy in a research report on Wednesday, July 8th. They issued a “buy” rating for the company. Wall Street Zen downgraded Sempra Energy from a “hold” rating to a “sell” rating in a research note on Saturday, July 4th. Jefferies Financial Group set a $101.00 target price on Sempra Energy in a report on Thursday, July 16th. Finally, Wells Fargo & Company reissued an “overweight” rating and issued a $118.00 target price on shares of Sempra Energy in a research note on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $104.08.

Get Our Latest Stock Report on Sempra Energy

Sempra Energy Stock Performance

Shares of SRE opened at $90.48 on Wednesday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69. Sempra Energy has a twelve month low of $78.21 and a twelve month high of $101.04. The firm’s 50 day moving average price is $91.84 and its two-hundred day moving average price is $92.35. The firm has a market cap of $59.15 billion, a P/E ratio of 30.67, a PEG ratio of 2.18 and a beta of 0.56.

Sempra Energy (NYSE:SRE – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.51. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The company had revenue of $3.65 billion during the quarter, compared to the consensus estimate of $4.10 billion. During the same quarter in the prior year, the firm earned $1.44 earnings per share. The firm’s revenue was down 3.9% compared to the same quarter last year. 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. On average, analysts forecast that Sempra Energy will post 5.12 EPS for the current fiscal year.

Sempra Energy Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Thursday, June 25th were paid a $0.6575 dividend. The ex-dividend date of this dividend was Thursday, June 25th. This represents a $2.63 dividend on an annualized basis and a yield of 2.9%. Sempra Energy’s dividend payout ratio is presently 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.