AE Wealth Management Boosts Stake in Sempra Energy

Institutional investor increases holdings in utility provider by over 2,400%

Apr. 18, 2026 at 7:07am

Got story updates? Submit your updates here. ›

An extreme, cinematic close-up of heavy, tangible banking mechanics and objects in a dramatic, high-contrast lighting, representing financial security and institutional wealth without using literal currency or charts.The growth in institutional investment in Sempra Energy reflects the utility company's stable operations and role in the transition to renewable energy.San Diego Today

AE Wealth Management LLC significantly increased its stake in Sempra Energy (NYSE: SRE) during the fourth quarter, according to a recent SEC filing. The institutional investor added 162,123 shares, boosting its total holdings in the utility provider by 2,478.2% to 168,665 shares worth $14.9 million.

Why it matters

The large increase in AE Wealth Management's Sempra Energy position reflects growing institutional investor interest in the utility company, which provides electricity and natural gas services across the western United States. Sempra's diverse energy infrastructure assets and regulated utility operations have made it an attractive investment amid rising energy demand and the transition to cleaner power sources.

The details

According to the 13F filing, AE Wealth Management added the 162,123 Sempra Energy shares during the fourth quarter of 2025. This substantial increase brought the firm's total stake in the company to 168,665 shares. Other major institutional investors in Sempra Energy include Vanguard Group, Capital International Investors, and State Street Corp, which collectively own over 75% of the company's outstanding shares.

  • AE Wealth Management filed its 13F report disclosing the Sempra Energy stake increase on April 18, 2026.
  • The firm added the 162,123 shares of Sempra Energy during the fourth quarter of 2025.

The players

AE Wealth Management LLC

An institutional investment management firm that significantly increased its stake in Sempra Energy during the fourth quarter of 2025.

Sempra Energy

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

Vanguard Group

A major institutional investor that owns over 75 million shares, or 14.2%, of Sempra Energy.

Capital International Investors

Another large institutional shareholder that owns over 54 million shares, or 9.2%, of Sempra Energy.

State Street Corp

A top institutional investor with a stake of over 34 million shares, or 1.8%, in Sempra Energy.

Got photos? Submit your photos here. ›

The takeaway

The significant increase in AE Wealth Management's Sempra Energy position highlights the growing institutional investor interest in the utility company, which has become an attractive investment due to its stable regulated operations and exposure to the transition towards renewable energy.