Ninety One UK Ltd Trims Sempra Energy Holdings

Institutional investor reduces stake in utility company by nearly 20%

Apr. 19, 2026 at 10:43am

Got story updates? Submit your updates here. ›

An extreme close-up of industrial gears, pipes, and machinery in muted tones, conceptually representing the complex financial infrastructure underlying the energy industry.Ninety One UK Ltd's reduced stake in Sempra Energy reflects broader uncertainty in the utility sector.San Diego Today

Ninety One UK Ltd, an institutional investor, has trimmed its holdings in Sempra Energy (NYSE:SRE) by 19.6% in the fourth quarter, according to a recent SEC filing. The firm now owns 99,056 shares of the utilities provider's stock, down from 123,187 shares previously.

Why it matters

Institutional investor activity can provide insights into market sentiment and the outlook for a company's stock. Ninety One UK Ltd's decision to reduce its Sempra Energy position may signal broader concerns about the utility's performance or the economic environment.

The details

According to the SEC filing, Ninety One UK Ltd sold 24,131 shares of Sempra Energy stock during the fourth quarter. The firm now holds a $8.75 million position in the company, down from a previous $10.88 million stake. Sempra Energy is a San Diego-based energy infrastructure company that develops, owns and operates businesses delivering electricity and natural gas.

  • Ninety One UK Ltd trimmed its Sempra Energy holdings in the fourth quarter of 2025.

The players

Ninety One UK Ltd

An institutional investor that has reduced its stake in Sempra Energy.

Sempra Energy

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

Got photos? Submit your photos here. ›

The takeaway

Ninety One UK Ltd's decision to trim its Sempra Energy holdings could signal broader concerns about the utility's performance or the economic environment. Investors will be watching to see if other institutional investors follow suit or if Ninety One UK Ltd's move is an isolated incident.