Schroder Investment Management Group Reduces Sempra Energy Stake

Firm sells 28,664 shares of utility provider in third quarter

Mar. 13, 2026 at 9:36am

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Schroder Investment Management Group, a global asset management firm, reduced its holdings in Sempra Energy (NYSE: SRE) by 9.9% during the third quarter, according to a recent SEC filing. The firm now owns 261,259 shares of the utilities provider's stock, valued at $23.4 million.

Why it matters

Sempra Energy is a major player in the utility and energy infrastructure space, so changes to its institutional ownership can provide insights into market sentiment around the company and the broader industry.

The details

Schroder Investment Management Group sold 28,664 shares of Sempra Energy during the third quarter, bringing its total stake down to 261,259 shares. The firm cited portfolio rebalancing and risk management as reasons for the reduction. Sempra Energy's stock price has fluctuated in recent quarters amid shifting market conditions and regulatory changes in its key markets.

  • Schroder Investment Management Group filed the SEC disclosure on March 13, 2026.
  • The share sale occurred during the third quarter of 2025.

The players

Schroder Investment Management Group

A global asset management firm that oversees over $1 trillion in client assets.

Sempra Energy

A San Diego-based energy infrastructure company that develops, owns and operates businesses delivering electricity and natural gas.

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The takeaway

The reduction in Schroder's Sempra Energy stake reflects broader portfolio management decisions rather than any specific concerns about the utility provider's fundamentals. However, changes in institutional ownership of major energy companies can signal shifting market dynamics that are worth monitoring.