Wellington Management Group Trims Sempra Energy Stake

Utility company remains a top holding despite 3.9% reduction in shares

Mar. 14, 2026 at 11:53am

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Wellington Management Group LLP, a major institutional investor, reduced its stake in Sempra Energy (NYSE:SRE) by 3.9% in the third quarter, according to a recent SEC filing. The fund still owns over 50 million shares, or approximately 7.72% of the utility company's outstanding stock, making it Sempra Energy's 14th largest shareholder.

Why it matters

As one of Sempra Energy's largest investors, Wellington Management's trading activity is closely watched by the market. The reduction, while relatively small, could signal a shift in the investment firm's outlook on the utility company or broader industry trends.

The details

In its latest 13F filing, Wellington Management reported selling 2,059,029 shares of Sempra Energy during the third quarter. The fund now holds 50,405,763 shares of the company, worth an estimated $4.54 billion based on Sempra's current stock price. Despite the trimmed position, Sempra Energy remains one of Wellington Management's top 15 holdings, accounting for approximately 0.8% of the firm's total investment portfolio.

  • Wellington Management Group LLP filed its 13F report for the third quarter of 2026 on March 14, 2026.

The players

Wellington Management Group LLP

A major institutional investment management firm that owns a significant stake in Sempra Energy.

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

Wellington Management's reduction in its Sempra Energy position, while modest, could signal a shift in investor sentiment towards the utility sector or the company's specific outlook. However, Sempra Energy remains a top holding for the investment firm, underscoring its continued confidence in the company's long-term prospects.