Clearbridge Investments, LLC

Position in SRE — Sempra

CIK 1348883 NEW YORK, NY

Back to SRE Full portfolio

Position in SRE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$561,283,847

+$29,169,465 QoQ

Shares Held

5,776,308

-4.2% QoQ

Ownership

0.884%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.66702191088147.ToString("F0")% Shared 0.ToString("F0")% None 2.3329780891185163.ToString("F0")%

Common Shares in SRE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Mar 31, 2026

Clearbridge Investments, LLC holds $654,629,656 across 3 Utilities - Diversified names. SRE ranks #1 (85.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	5,776,308	$561,283,847
2	AQN	Algonquin Power & Utilities Corp.	12,836,835	$78,818,166
3	BIPH	Brookfield Infrastructure Partners L.P.	402,205	$14,527,643

All Filings in SRE

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$561,283,847	5,776,308	-4.2%	Shares	Defined	2026-05-13
2025-12-31	$532,114,382	6,026,893	-44.8%	Shares	Defined	2026-02-11
2025-09-30	$983,175,467	10,926,600	-10.9%	Shares	Sole	2025-11-13
2025-06-30	$929,042,034	12,261,344	+2.6%	Shares	Defined	2025-08-12
2025-03-31	$852,563,251	11,947,355	-14.6%	Shares	Defined	2025-05-13
2024-12-31	$1,227,197,448	13,989,939	-1.0%	Shares	Defined	2025-02-12
2024-09-30	$1,181,513,684	14,127,869	+5.0%	Shares	Sole	2024-11-12
2024-06-30	$1,023,228,486	13,452,912	+6.9%	Shares	Sole	2024-08-27
2024-03-31	$903,533,695	12,578,779	+1.9%	Shares	Sole	2024-05-13
2023-12-31	$922,538,860	12,344,960	+1.6%	Shares	Sole	2024-02-09
2023-09-30	$826,855,124	12,154,272	+109.0%	Shares	Sole	2023-11-13
2023-06-30	$423,355,846	5,815,727	+3.8%	Shares	Sole	2023-08-11
2023-03-31	$423,512,076	5,603,494	+17.5%	Shares	Sole	2023-05-12
2022-12-31	$368,379,702	4,767,435	+4.9%	Shares	Sole	2023-02-10
2022-09-30	$340,580,313	4,542,888	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$338,192,703	4,501,134	-6.1%	Shares	Sole	2022-08-11
2022-03-31	$403,138,730	4,795,845	-4.6%	Shares	Sole	2022-05-13
2021-12-31	$332,603,310	5,028,777	+7.0%	Shares	Sole	2022-02-11
2021-09-30	$297,323,639	4,700,769	+8.8%	Shares	Sole	2021-11-12
2021-06-30	$286,174,088	4,320,261	+23.5%	Shares	Sole	2021-08-13
2021-03-31	$231,892,032	3,498,145	+2.8%	Shares	Sole	2021-05-13
2020-12-31	$216,815,253	3,403,426	+64.1%	Shares	Sole	2021-02-10
2020-09-30	$122,701,681	2,073,364	+83.5%	Shares	Sole	2020-11-12
2020-06-30	$66,241,866	1,130,118	+2.0%	Shares	Defined	2020-08-14
2020-03-31	$62,593,409	1,107,946	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.